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

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

The data sync between saleshive and agentmethods 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.