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

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

The data sync between prospectboss and salesmix 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.