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

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

The data sync between crm-people and evaluagent 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.