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

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

The data sync between vext and Sales Simplify 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.