DatriseAI-first ETL

Follow Up Boss Spreadsheets

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

How Datrise loads Follow Up Boss into Spreadsheets

Datrise syncs Follow Up Boss's contacts, accounts, deals, activities, and lifecycle events into Spreadsheets as a tab per source entity. Flexible or custom fields land in JSON-stringified cells for nested fields, and timestamps such as created, updated, and status changes are typed as ISO-8601 text or serial date cells.

Sync is incremental: Datrise uses refreshes the tab's rows each run, preserving header order, so re-runs update only what changed. Sheets caps out around the low millions of cells, so Datrise lands a curated column set rather than every raw field.

Ideal for lightweight, shareable reporting for non-technical teams.

Endpoints

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

Spreadsheets: Business-friendly spreadsheet destination for collaborative analysis.

How Follow Up Boss entities map to Spreadsheets

Follow Up Boss entitySpreadsheets objectNotes
contactsfollow_up_boss_contactsid PK · custom fields → JSON-stringified cells for nested fields
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_activitiesISO-8601 text or serial date cells events

FAQ

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

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

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

It runs incrementally — Datrise uses refreshes the tab's rows each run, preserving header order.

Related pipelines

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