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

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

The data sync between findthatlead and upbooks 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.