Create Epos Now customers from new Wealthbox CRM contacts
Effortlessly keep your customer records up-to-date with this workflow between Wealthbox CRM and Epos Now. When a new contact is added in Wealthbox CRM, the integration creates a new customer in Epos Now, ensuring your point-of-sale system always has the latest information. Save time and maintain accurate customer data with this seamless automation.
Effortlessly keep your customer records up-to-date with this workflow between Wealthbox CRM and Epos Now. When a new contact is added in Wealthbox CRM, the integration creates a new customer in Epos Now, ensuring your point-of-sale system always has the latest information. Save time and maintain accurate customer data with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add a New Customer
Adds a new customer.
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