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

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

The data sync between salescaptain and formidable 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.