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

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

The data sync between salesmix and precisely 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.