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

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

The data sync between crm-people and reachmail 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.