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

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

The data sync between salesoptima and aidaform 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.