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

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

The data sync between agentmethods and forecast 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.