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

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

The data sync between clickedin and followup 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.