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

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

The data sync between salesoptima and freshmail 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.