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.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add a New Customer
Adds a new customer.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It