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

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

The data sync between youengage and salesboard 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.