DatriseAI-first ETL

Follow Up Boss to PlanetScale Integration

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

How Datrise loads Follow Up Boss into PlanetScale

Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into PlanetScale as a typed table per source entity. Flexible or custom fields land in JSON columns, and timestamps such as created, updated, and status changes are typed as DATETIME.

Sync is incremental: Datrise uses a watermark on updated-at, applied with INSERT … ON DUPLICATE KEY UPDATE, so re-runs update only what changed. Vitess sharding by tenant or entity key for very large tables. PlanetScale disallows foreign-key constraints by default, so Datrise models relationships by stable id columns rather than enforced FKs.

Ideal for horizontally scalable MySQL apps on Vitess.

Endpoints

Follow Up Boss: Real estate lead routing and agent follow-up cadences.

PlanetScale: Serverless MySQL platform with safe schema workflows.

How Follow Up Boss entities map to PlanetScale

Follow Up Boss entityPlanetScale objectNotes
leadsfollow_up_boss_leadsid PK · custom fields → JSON columns
peoplefollow_up_boss_peopleid PK · linked to follow_up_boss_leads
dealsfollow_up_boss_dealsid PK · linked to follow_up_boss_leads
action plansfollow_up_boss_action_plansid PK · linked to follow_up_boss_leads

FAQ

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

Flexible values are stored as JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native PlanetScale types.

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

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

Related pipelines

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