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My Web Audit + Zoho CRM

My Web Audit + Zoho CRM

My Web Audit + Zoho CRM integrations

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 ContactTriggers 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
automatically do this!
Run AuditRuns a new audit.
ActionWrite

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More things you can do with Zoho CRM and My Web Audit

Discover other triggers and actions you can use with Zoho CRM and My Web Audit

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
Try It
- Module
  Required
Trigger
Instant
Try It
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
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
Audit Email Read
Triggers when the user reads the email the first time.
Trigger
Polling
Try It
Audit Report Read
Triggers when the user views the report the first time.
Trigger
Polling
Try It
Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Trigger
Polling
Try It
- Name
- Company Name
- Email
  Required
- Phone
- Template Token
- Website URL
  Required
- Primary Target Keyword
- Enable Competitive Analysis
  Required
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Primary Keyword
  Required
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target Address
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Competitor Company Name 1
  Required
- Competitor Website URL 1
  Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service Area
  Required
- Distance Between Grid Points
  Required
- Distance Type
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
  Required
- Name
- Email
- Phone
- Primary Service Area
  Required
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- Language
  Required
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- 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
Try It
Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Trigger
Polling
Try It
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 Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Landing Page URL
  Required
- Name
- Email
- Phone
- Location
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
  Required
- Automatically Run System Checks
  Required
Action
Write
- Company Name
  Required
- Website URL
- Name
- Email
- Phone
- Average Monthly Website Visitors
  Required
- Number of Monthly Sales Generated
  Required
- Average Sale Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
  Required
Action
Write
- Company Name
  Required
- Keyword
  Required
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Website URL
  Required
- Name
- Email
- Phone
- Template Token
- Language
  Required
Action
Write
- Company Name
  Required
- Name
- Email
- Phone
- Monthly Website Visitors
  Required
- Monthly Leads Generated
  Required
- Qualified Leads (%)
  Required
- Successful Customers (%)
  Required
- Average Transaction Value ($)
  Required
- Average Number of Transactions
  Required
- Template Token
- Language
  Required
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.

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About Zoho CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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