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

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

The data sync between salesup and trail 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.