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

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

The data sync between ironclad and Sales Cookie 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.