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

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

The data sync between Plotly and crmble 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.