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

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

The data sync between personalize and callrail 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.