Follow Up Boss to ClickHouse Integration
AI-first ETL from Follow Up Boss into ClickHouse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into ClickHouse
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into ClickHouse as a MergeTree table per source entity. Flexible or custom fields land in JSON or Map columns, and timestamps such as created, updated, and status changes are typed as DateTime64.
Sync is incremental: Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge, so re-runs update only what changed. Partition by month and order by (entity id, updated-at) for fast range scans. ClickHouse deduplicates asynchronously on merge, so Datrise uses ReplacingMergeTree and FINAL-safe queries rather than assuming immediate upserts.
Ideal for high-volume event analytics that need sub-second aggregation.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
ClickHouse: Columnar OLAP engine for fast aggregations.
How Follow Up Boss entities map to ClickHouse
| Follow Up Boss entity | ClickHouse object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → JSON or Map columns |
| people | follow_up_boss_people | id PK · linked to follow_up_boss_leads |
| deals | follow_up_boss_deals | id PK · linked to follow_up_boss_leads |
| action plans | follow_up_boss_action_plans | id PK · linked to follow_up_boss_leads |
FAQ
How does Datrise handle Follow Up Boss's custom fields in ClickHouse?
Flexible values are stored as JSON or Map columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native ClickHouse types.
How does the Follow Up Boss to ClickHouse sync stay up to date?
It runs incrementally — Datrise uses inserts into a ReplacingMergeTree keyed on stable id, so the latest version wins on merge.
Related pipelines
More destinations for Follow Up Boss
- Follow Up Boss → DuckDB
- Follow Up Boss → Amazon Athena
- Follow Up Boss → Amazon S3 Data Lake
- Follow Up Boss → Azure Data Lake Storage
- Follow Up Boss → Azure Synapse
- Follow Up Boss → Spreadsheets
- Follow Up Boss → Airtable
- Follow Up Boss → CSV Files
- Follow Up Boss → MongoDB
- Follow Up Boss → Supabase
- Follow Up Boss → Neon
- Follow Up Boss → PlanetScale
Early access
Connect Follow Up Boss to ClickHouse the easy way
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