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

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

The data sync between upzelo and eh 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.