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

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

The data sync between surefire and salescaptain 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.