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

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

The data sync between sumoquote and ezzycrm 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.