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

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

The data sync between driverreach and sumoquote 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.