Epos Now + Zoho CRM

Epos Now + Zoho CRM integrations

Create Epos Now customers from new Zoho CRM contacts

Effortlessly manage your customer data by connecting Zoho CRM with Epos Now. With this workflow, every time you add a new contact in Zoho CRM, a new customer will be created in Epos Now, ensuring that your databases are up-to-date and saving you time on manual data entry. Simplify your sales process and give your representatives valuable time back to focus on building customer relationships.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Add a New CustomerAdds a new customer.
ActionWrite

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More things you can do with Zoho CRM and Epos Now

Discover other triggers and actions you can use with Zoho CRM and Epos Now

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
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
New Transaction
Triggers when a transaction is made.
Trigger
Polling
Try It
- Booking Item
- Start Date
  Required
- Created Date and Time
- Duration
- Notes
Action
Write
- Name
  Required
- Description
- Category
- Sale Price
- Eat Out Price
- Cost Price
- Barcode
- Tax Rate
- Eat Out Tax Rate
- Cost Price Tax Rate
- Sell On Till
- Sell On Web
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
New Booking
Triggers when a booking is created.
Trigger
Instant
Try It
New Customer Rating
Triggers when a customer gives you a new rating.
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
- Title
- Forename
  Required
- Surname
- Business Name
- Date Of Birth
- Contact Number 1
- Contact Number 2
- Email Address
- Customer Type
- Notes
Action
Write
- Date and Time of Transaction
  Required
- eposnow Transaction Class
  Required
- Transaction Name
  Required
- Total Order Value
  Required
Action
Write

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 Zap Templates

Create Epos Now customers from new or updated Zoho CRM contacts

Related Zap Templates

Create Epos Now customers from new or updated Zoho CRM contacts