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

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

The data sync between reachmail and coachconnect 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.