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

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

The data sync between rallyup and crm messaging 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.