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

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

The data sync between intely and upilot 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.