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

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

The data sync between ratecard and salesoptima 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.