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

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

The data sync between stencil and wise agent crm 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.