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

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

The data sync between circleloop and yesinsights 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.