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

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

The data sync between zebracrm and trustfinance 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.