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

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

The data sync between cloudtalk and User Vista 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.