To start, connect both your crm4-solution and birthdaybot accounts to viaSocket. Once connected, you can set up a workflow where an event in crm4-solution triggers actions in birthdaybot (or vice versa).

Absolutely. You can customize how crm4-solution data is recorded in birthdaybot. This includes choosing which data fields go into which fields of birthdaybot, setting up custom formats, and filtering out unwanted information.

The data sync between crm4-solution and birthdaybot 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.