DatriseAI-first ETL

Close Looker

AI-first ETL from Close into Looker. Governed entities, incremental sync, typed landing tables.

How Datrise loads Close into Looker

Datrise syncs Close's leads, opportunities, calls, SMS events, and sequence performance into Looker as governed warehouse tables with LookML-ready naming. Flexible or custom fields land in flattened columns (nested fields expanded for modeling), and timestamps such as created, updated, and status changes are typed as date/time dimension columns.

Sync is incremental: Datrise uses incremental refresh of the underlying warehouse tables Looker explores, so re-runs update only what changed. Date-partitioned fact tables for PDT performance. Looker models live in LookML on top of SQL, so Datrise lands clean, stable column names rather than churn that would break your views.

Ideal for governed, version-controlled BI on a warehouse.

Endpoints

Close: Inside-sales CRM with calling and sequences.

Looker: Google Cloud BI with LookML semantic models and governed dashboards.

How Close entities map to Looker

Close entityLooker objectNotes
leadsclose_leadsid PK · custom fields → flattened columns (nested fields expanded for modeling)
opportunitiesclose_opportunitiesid PK · linked to close_leads
callsclose_callsid PK · linked to close_leads
SMS eventsclose_sms_eventsdate/time dimension columns events

FAQ

How does Datrise handle Close's custom fields in Looker?

Flexible values are stored as flattened columns (nested fields expanded for modeling), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker types.

How does the Close to Looker sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the underlying warehouse tables Looker explores.

Related pipelines

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