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

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

The data sync between salesnexus and fiveoak 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.