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

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

The data sync between dubsado and eductrl 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.