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

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

The data sync between followup and beau 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.