Connect workbooks and rocketreach to Build Intelligent Automations

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

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

The data sync between workbooks and rocketreach 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.