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

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

The data sync between simple-crm and ProductPlan 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.