Close → Neon
AI-first ETL from Close into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads Close into Neon
Datrise syncs Close's leads, opportunities, calls, SMS events, and sequence performance into Neon as a typed table per source entity. Flexible or custom fields land in jsonb columns, and timestamps such as created, updated, and status changes are typed as timestamptz.
Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
Close: Inside-sales CRM with calling and sequences.
Neon: Serverless Postgres destination with branching and autoscaling.
How Close entities map to Neon
| Close entity | Neon object | Notes |
|---|---|---|
| leads | close_leads | id PK · custom fields → jsonb columns |
| opportunities | close_opportunities | id PK · linked to close_leads |
| calls | close_calls | id PK · linked to close_leads |
| SMS events | close_sms_events | timestamptz events |
FAQ
How does Datrise handle Close's custom fields in Neon?
Flexible values are stored as jsonb columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Neon types.
How does the Close to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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