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

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

The data sync between coordinate and Sales.Rocks 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.