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

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

The data sync between copysmith and profilegrid 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.