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

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

The data sync between followup and kanban zone 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.