DatriseAI-first ETL

Follow Up Boss Neon

AI-first ETL from Follow Up Boss into Neon. Governed entities, incremental sync, typed landing tables.

How Datrise loads Follow Up Boss into Neon

Datrise syncs Follow Up Boss's contacts, accounts, deals, activities, and lifecycle events into Neon 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 updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.

Ideal for serverless Postgres workloads that scale to zero between syncs.

Endpoints

Follow Up Boss: Real estate CRM for leads, listings, and agent follow-up.

Neon: Serverless Postgres destination with branching and autoscaling.

How Follow Up Boss entities map to Neon

Follow Up Boss entityNeon objectNotes
contactsfollow_up_boss_contactsid PK · custom fields → jsonb columns
accountsfollow_up_boss_accountsid PK · linked to follow_up_boss_contacts
dealsfollow_up_boss_dealsid PK · linked to follow_up_boss_contacts
activitiesfollow_up_boss_activitiestimestamptz events

FAQ

How does Datrise handle Follow Up Boss's custom fields in Neon?

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 Neon types.

How does the Follow Up Boss to Neon sync stay up to date?

It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.

Related pipelines

Early access

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