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

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

The data sync between neoncrm and reach 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.