My Web Audit + Zoho CRM

Run audits in My Web Audit for new or updated Zoho CRM contacts

Keep your Zoho CRM contacts' information up-to-date and easily analyze their website performance with this automation workflow. When you add or update a contact in Zoho CRM, this workflow will automatically run an audit for their website using My Web Audit. Stay organized and efficiently monitor your contacts' website performance, ensuring you can provide timely and informed recommendations.

When this happens...
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
TriggerPolling
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Run Audit
Runs a new audit.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Audit Email Read
Triggers when the user reads the email the first time.
Trigger
Polling
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Audit Report Read
Triggers when the user views the report the first time.
Trigger
Polling
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Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Trigger
Polling
Try It
- Name
- Company Name
- EmailRequired
- Phone
- Template Token
- Website URLRequired
- Primary Target Keyword
- Enable Competitive AnalysisRequired
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
Action
Write
- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Primary KeywordRequired
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target AddressRequired
- Distance Between Grid PointsRequired
- Distance TypeRequired
- Competitor Company Name 1Required
- Competitor Website URL 1Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service AreaRequired
- Distance Between Grid PointsRequired
- Distance TypeRequired
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Keyword PhraseRequired
- Name
- Email
- Phone
- Primary Service AreaRequired
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URL
- Name
- Email
- Phone
- Monthly Website VisitorsRequired
- Monthly Leads GeneratedRequired
- Qualified Leads (%)Required
- Successful Customers (%)Required
- Average Transaction Value ($)Required
- Average Number of TransactionsRequired
- Template TokenRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URLRequired
- KeywordRequired
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Name
- Email
- Phone
- Average Monthly Website VisitorsRequired
- Monthly Sales GeneratedRequired
- Average Sale Value ($)Required
- Average Number of TransactionsRequired
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- LanguageRequired
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Add New Task
Triggers when a new To-Do task is added to your account.
Trigger
Polling
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Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Trigger
Polling
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Audit Submission
Triggers when a new audit generated including the company profile.
Trigger
Polling
Try It
Lead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Trigger
Polling
Try It
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Landing Page URLRequired
- Name
- Email
- Phone
- Location
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Primary Service Area
- Template TokenRequired
- Automatically Run System ChecksRequired
Action
Write
- Company NameRequired
- Website URL
- Name
- Email
- Phone
- Average Monthly Website VisitorsRequired
- Number of Monthly Sales GeneratedRequired
- Average Sale Value ($)Required
- Average Number of TransactionsRequired
- Template TokenRequired
Action
Write
- Company NameRequired
- KeywordRequired
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
Action
Write
- Company NameRequired
- Name
- Email
- Phone
- Monthly Website VisitorsRequired
- Monthly Leads GeneratedRequired
- Qualified Leads (%)Required
- Successful Customers (%)Required
- Average Transaction Value ($)Required
- Average Number of TransactionsRequired
- Template Token
- LanguageRequired
Action
Write

About My Web Audit

My Web Audit is an audit and reporting tool to help agencies generate more leads and close more deals.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

My Web Audit + Zoho CRM

Run audits in My Web Audit for new or updated Zoho CRM contacts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Audit Email Read

Audit Report Read

Audit Widget Submission

Run Audit

Run Audit - AI Website Audit

Generate AI Website Lead Magnet

Run Audit - Competitive Analysis

Run Audit - Google Business Profile (GBP)

Run Audit - On Page SEO

Run Audit - ROI

Run Audit - Website

Generate On-Page SEO Lead Magnet

Generate ROI E-Commerce Lead Magnet

Generate Website Lead Magnet

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Add New Task

Audit Email Sent

Audit Submission

Lead Widget Submission

Generate AI Website Non Profit Lead Magnet

Generate Accessibility Lead Magnet

Run Audit - Accessibility

Run Audit - E-Commerce

Run Audit - Landing Page

Run Audit - Page Speed

Run Audit - ROI E-Commerce

Generate GBP Lead Magnet

Generate Page Speed Lead Magnet

Generate ROI Lead Magnet

About My Web Audit

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces