Follow Up Boss to Metabase Integration
AI-first ETL from Follow Up Boss into Metabase. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Metabase
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Metabase as clean SQL tables Metabase auto-discovers. Flexible or custom fields land in flattened columns for the question builder, and timestamps such as created, updated, and status changes are typed as temporal columns for trends.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for large questions. Metabase auto-scans schemas, so Datrise uses readable table and column names so the no-code UI stays self-explanatory.
Ideal for self-serve questions and dashboards for whole teams.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Metabase: Open-source analytics with questions, dashboards, and embedded insights.
How Follow Up Boss entities map to Metabase
| Follow Up Boss entity | Metabase object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → flattened columns for the question builder |
| 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 Metabase?
Flexible values are stored as flattened columns for the question builder, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Metabase types.
How does the Follow Up Boss to Metabase sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
Related pipelines
More destinations for Follow Up Boss
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