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

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

The data sync between cm and sales-innovator 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.