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

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

The data sync between followup and grid 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.