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

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

The data sync between ezzycrm and octai 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.