Create Epos Now customers from new or updated Zoho CRM contacts
Effortlessly streamline your customer management process with this workflow that connects Zoho CRM and Epos Now. Whenever a new or updated contact is detected in Zoho CRM, the automation will create a new customer in Epos Now, ensuring that your customer information is always up-to-date across both platforms. Say goodbye to manual data entry and enjoy a more organized approach to handling client data.
Effortlessly streamline your customer management process with this workflow that connects Zoho CRM and Epos Now. Whenever a new or updated contact is detected in Zoho CRM, the automation will create a new customer in Epos Now, ensuring that your customer information is always up-to-date across both platforms. Say goodbye to manual data entry and enjoy a more organized approach to handling client data.
- When this happens...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.
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It