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

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

The data sync between vitally and customer guru 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.