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

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

The data sync between smartloop and wequote 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.