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

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

The data sync between optix and crmgrow 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.