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

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

The data sync between essensys and cm 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.