Follow Up Boss to Sisense Integration
AI-first ETL from Follow Up Boss into Sisense. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Sisense
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Sisense as modeled tables for a Sisense ElastiCube (or live connection). Flexible or custom fields land in flattened columns for the cube, and timestamps such as created, updated, and status changes are typed as date/time fields.
Sync is incremental: Datrise uses incremental ElastiCube builds on changed rows, so re-runs update only what changed. Date-partitioned facts to speed cube builds. ElastiCube is an in-memory model, so Datrise lands incremental, build-friendly tables rather than forcing full rebuilds.
Ideal for embedded analytics on an in-memory engine.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Sisense: Analytics platform with elastic data models and embedded analytics.
How Follow Up Boss entities map to Sisense
| Follow Up Boss entity | Sisense object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → flattened columns for the cube |
| 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 Sisense?
Flexible values are stored as flattened columns for the cube, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Sisense types.
How does the Follow Up Boss to Sisense sync stay up to date?
It runs incrementally — Datrise uses incremental ElastiCube builds on changed rows.
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