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

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

The data sync between vism and upsales 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.