DatriseAI-first ETL

Follow Up Boss PostgreSQL

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

How Datrise loads Follow Up Boss into PostgreSQL

Datrise syncs Follow Up Boss's contacts, accounts, deals, activities, and lifecycle events into PostgreSQL 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 each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative range partitioning by load date for high-volume tables. PostgreSQL folds unquoted identifiers to lowercase, so Datrise normalizes mixed-case source fields to snake_case.

Ideal for operational analytics and application backends that need fresh, queryable copies of your data.

Endpoints

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

PostgreSQL: Open-source relational database with strong SQL and extensions.

How Follow Up Boss entities map to PostgreSQL

Follow Up Boss entityPostgreSQL 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 PostgreSQL?

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 PostgreSQL types.

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

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

Related pipelines

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