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

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

The data sync between assigned and getleadforms 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.