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

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

The data sync between optix and mobicrm 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.