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Epos Now + Redtail CRM

Create Epos Now customers from new Redtail CRM contacts

Effortlessly maintain customer consistency across your Redtail CRM and Epos Now systems with this seamless workflow. Whenever a new contact is created in Redtail CRM, a new customer will be added to your Epos Now account, ensuring all relevant information is available in both platforms. Save time and eliminate manual data entry, allowing you to focus on growing your customer base and enhancing their experience.

Effortlessly maintain customer consistency across your Redtail CRM and Epos Now systems with this seamless workflow. Whenever a new contact is created in Redtail CRM, a new customer will be added to your Epos Now account, ensuring all relevant information is available in both platforms. Save time and eliminate manual data entry, allowing you to focus on growing your customer base and enhancing their experience.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Epos NowEpos Now
    Add a New Customer

    Adds a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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epos-now logo

About Epos Now

Grow and manage your business in the cloud with the Epos Now point-of-sale platform. Harness powerful reporting, inventory management and customer loyalty. Easy setup and ongoing support. Access from anywhere on any device.
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Related categories

  • Payment Processing

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