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

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

The data sync between sharpspring and copilot AI 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.