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

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

The data sync between reform and happierleads 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.