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

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

The data sync between salesgear and proline 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.