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

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

The data sync between followup-crm and workzone 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.