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

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

The data sync between salesviewer and fynzo-survey 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.