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

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

The data sync between record and investorlift 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.