Close → PostgreSQL
AI-first ETL from Close into PostgreSQL. Governed entities, incremental sync, typed landing tables.
How Datrise loads Close into PostgreSQL
Datrise syncs Close's leads, opportunities, calls, SMS events, and sequence performance into PostgreSQL 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 each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative range partitioning by load date for high-volume tables. PostgreSQL folds unquoted identifiers to lowercase, so Datrise normalizes mixed-case source fields to snake_case.
Ideal for operational analytics and application backends that need fresh, queryable copies of your data.
Endpoints
Close: Inside-sales CRM with calling and sequences.
PostgreSQL: Open-source relational database with strong SQL and extensions.
How Close entities map to PostgreSQL
| Close entity | PostgreSQL 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 PostgreSQL?
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 PostgreSQL types.
How does the Close to PostgreSQL sync stay up to date?
It runs incrementally — Datrise uses a watermark on each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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