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

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

The data sync between playbook and calorie leads 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.