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

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

The data sync between serene and crm piperun 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.