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

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

The data sync between donordock and findthatlead 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.