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

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

The data sync between donordock and followup-crm 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.