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

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

The data sync between clickedin and broadvoice 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.