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

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

The data sync between assessteam and leadberry 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.