Follow Up Boss to Databricks SQL Warehouse Integration
AI-first ETL from Follow Up Boss into Databricks SQL Warehouse. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Databricks SQL Warehouse
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Databricks SQL Warehouse as a Delta Lake table per source entity. Flexible or custom fields land in VARIANT or STRUCT columns, and timestamps such as created, updated, and status changes are typed as TIMESTAMP.
Sync is incremental: Datrise uses a Delta MERGE on stable id, with change history available via time travel, so re-runs update only what changed. Delta partitioning by load date with OPTIMIZE/Z-ORDER on query keys. Datrise writes Unity Catalog–governed Delta tables, so lineage and permissions are managed centrally rather than per-notebook.
Ideal for lakehouse analytics and ML feature tables on Databricks.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Databricks SQL Warehouse: Lakehouse SQL endpoints over Delta tables.
How Follow Up Boss entities map to Databricks SQL Warehouse
| Follow Up Boss entity | Databricks SQL Warehouse object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → VARIANT or STRUCT 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 Databricks SQL Warehouse?
Flexible values are stored as VARIANT or STRUCT columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Databricks SQL Warehouse types.
How does the Follow Up Boss to Databricks SQL Warehouse sync stay up to date?
It runs incrementally — Datrise uses a Delta MERGE on stable id, with change history available via time travel.
Related pipelines
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Early access
Connect Follow Up Boss to Databricks SQL Warehouse the easy way
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