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

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

The data sync between fyi and iris crm 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.