Follow Up Boss to Redash Integration
AI-first ETL from Follow Up Boss into Redash. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Redash
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Redash as SQL tables Redash queries and visualizes. Flexible or custom fields land in flattened columns for query results, and timestamps such as created, updated, and status changes are typed as temporal columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned facts for scheduled queries. Redash caches query results on a schedule, so Datrise keeps tables incrementally fresh so cached dashboards reflect reality.
Ideal for lightweight, query-driven dashboards.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Redash: Open-source SQL client for queries, visualizations, and dashboards.
How Follow Up Boss entities map to Redash
| Follow Up Boss entity | Redash object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → flattened columns for query results |
| 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 Redash?
Flexible values are stored as flattened columns for query results, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Redash types.
How does the Follow Up Boss to Redash sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables.
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Early access
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