Follow Up Boss to Microsoft SQL Server Integration
AI-first ETL from Follow Up Boss into Microsoft SQL Server. Governed entities, incremental sync, typed landing tables.
How Datrise loads Follow Up Boss into Microsoft SQL Server
Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Microsoft SQL Server as a typed table per source entity. Flexible or custom fields land in NVARCHAR(MAX) JSON columns, and timestamps such as created, updated, and status changes are typed as datetime2.
Sync is incremental: Datrise uses a watermark on updated-at, applied with a MERGE statement, so re-runs update only what changed. Optional partitioned tables on a date partition function. SQL Server defaults to a case-insensitive collation, so Datrise preserves original casing in a metadata column to avoid silent key collisions.
Ideal for Microsoft-stack analytics and Power BI Import models.
Endpoints
Follow Up Boss: Real estate lead routing and agent follow-up cadences.
Microsoft SQL Server: Microsoft relational DB with enterprise features.
How Follow Up Boss entities map to Microsoft SQL Server
| Follow Up Boss entity | Microsoft SQL Server object | Notes |
|---|---|---|
| leads | follow_up_boss_leads | id PK · custom fields → NVARCHAR(MAX) JSON columns |
| 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 Microsoft SQL Server?
Flexible values are stored as NVARCHAR(MAX) JSON columns, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft SQL Server types.
How does the Follow Up Boss to Microsoft SQL Server sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with a MERGE statement.
Related pipelines
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Early access
Connect Follow Up Boss to Microsoft SQL Server the easy way
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