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

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

The data sync between IdeaPlan and saledrum 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.