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

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

The data sync between campaignware and IdeaPlan 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.