DatriseAI-first ETL

Follow Up Boss to Supabase Integration

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

How Datrise loads Follow Up Boss into Supabase

Datrise syncs Follow Up Boss's leads, people, deals, action plans, calls, and agent assignments into Supabase as a typed table per source entity in your Supabase Postgres. 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 updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative partitioning for high-volume tables. Datrise lands into a dedicated schema and leaves row-level security to you, so synced tables don't inherit public access by accident.

Ideal for app builders who want CRM data alongside their Supabase product data.

Endpoints

Follow Up Boss: Real estate lead routing and agent follow-up cadences.

Supabase: Postgres platform with auth, storage, and realtime APIs.

How Follow Up Boss entities map to Supabase

Follow Up Boss entitySupabase objectNotes
leadsfollow_up_boss_leadsid PK · custom fields → jsonb columns
peoplefollow_up_boss_peopleid PK · linked to follow_up_boss_leads
dealsfollow_up_boss_dealsid PK · linked to follow_up_boss_leads
action plansfollow_up_boss_action_plansid PK · linked to follow_up_boss_leads

FAQ

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

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 Supabase types.

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

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

Related pipelines

Early access

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