To start, connect both your agentlegend and leadsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in agentlegend triggers actions in leadsimple (or vice versa).

Absolutely. You can customize how agentlegend data is recorded in leadsimple. This includes choosing which data fields go into which fields of leadsimple, setting up custom formats, and filtering out unwanted information.

The data sync between agentlegend and leadsimple typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.