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

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

The data sync between embedai and freeagent 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.