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

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

The data sync between ohmylead and riskadvisor 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.