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

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

The data sync between relatable and Lead Updates 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.