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

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

The data sync between simple-crm and building-stack 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.