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

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

The data sync between findthatlead and graceful efforts 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.