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

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

The data sync between salestrekker and tasktrain 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.