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

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

The data sync between salescaptain and bounsel 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.