To start, connect both your sendsafely and lead2team accounts to viaSocket. Once connected, you can set up a workflow where an event in sendsafely triggers actions in lead2team (or vice versa).

Absolutely. You can customize how sendsafely data is recorded in lead2team. This includes choosing which data fields go into which fields of lead2team, setting up custom formats, and filtering out unwanted information.

The data sync between sendsafely and lead2team 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.