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

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

The data sync between zebracrm and touchbasepro 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.