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Epos Now + Zoho CRM

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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  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?
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

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

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
epos-now logo
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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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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