Follow Up Boss to Holistics Integration
AI-first ETL from Follow Up Boss into Holistics. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Holistics
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Holistics as warehouse tables modeled in Holistics. Flexible or custom fields land in flattened columns for the modeling layer, and timestamps such as created, updated, and status changes are typed as date/time dimensions.
Sync is incremental: Datrise uses incremental refresh of the modeled tables, so re-runs update only what changed. Date-partitioned facts for fast aggregates. Holistics models data as code on top of SQL, so Datrise lands stable column names to keep your models from drifting.
Ideal for as-code BI modeling on a warehouse.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Holistics: Self-service BI with modeling layers and scheduled report delivery.
How Follow Up Boss entities map to Holistics
| Follow Up Boss entity | Holistics object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → flattened columns for the modeling layer |
| 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 Holistics?
Flexible values are stored as flattened columns for the modeling layer, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Holistics types.
How does the Follow Up Boss to Holistics sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the modeled tables.
Related pipelines
More destinations for Follow Up Boss
- Follow Up Boss → Birst
- Follow Up Boss → GoodData
- Follow Up Boss → Klipfolio
- Follow Up Boss → MicroStrategy
- Follow Up Boss → Spotfire
- Follow Up Boss → Yellowfin
- Follow Up Boss → PostgreSQL
- Follow Up Boss → MySQL
- Follow Up Boss → Microsoft SQL Server
- Follow Up Boss → Oracle Database
- Follow Up Boss → Snowflake
- Follow Up Boss → Google BigQuery
Early access
Connect Follow Up Boss to Holistics the easy way
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