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

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

The data sync between verdn and LeadExec 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.