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

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

The data sync between illumidesk and call drip 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.