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

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

The data sync between dialed and keeper 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.