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

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

The data sync between fieldnotes and boldleads 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.