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

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

The data sync between zest and greetly 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.