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

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

The data sync between retriever and crm web app 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.