Epos Now + Teamleader Focus

Create Epos Now customers from new Teamleader Focus contacts

Effortlessly keep your customer records up-to-date across platforms with this Teamleader Focus to Epos Now automation. Whenever a new contact is added in Teamleader Focus, it will create a new customer in Epos Now, ensuring your customer database remains consistent and streamlined. Say goodbye to manual data entry and enjoy seamless customer management.

Effortlessly keep your customer records up-to-date across platforms with this Teamleader Focus to Epos Now automation. Whenever a new contact is added in Teamleader Focus, it will create a new customer in Epos Now, ensuring your customer database remains consistent and streamlined. Say goodbye to manual data entry and enjoy seamless customer management.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    Epos NowEpos Now
    Add a New Customer

    Adds a new customer.

    ActionWrite
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Supported triggers and actions

    • Company nameRequired

    • Business Type

    • VAT number

    • Local business number

    • Primary

    • Invoicing

    • Telephone

    • Fax

    • Website

    • Street

    • Zip code

    • City

    • Country

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Iban

    • Bic

    • Language

    • Responsible user

    • Remarks

    • Tags

    • Custom Fields

    • Marketing Mails Consent

    Action
    Write
    • TitleRequired

    • Summary

    • Customer TypeRequired

    • Customer IdRequired

    • Contact Person

    • Source

    • Department

    • Responsible User

    • Phase

    • Estimated Value Amount

    • Estimated Value Currency

    • Estimated Probability

    • Estimated Closing Date

    • Custom Fields

    Action
    Write
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.

Related categories

  • Payment Processing

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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

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  • CRM (Customer Relationship Management)

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