DatriseAI-first ETL

HighLevel Mode

AI-first ETL from HighLevel into Mode. Governed entities, incremental sync, typed landing tables.

How Datrise loads HighLevel into Mode

Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into Mode as warehouse tables Mode queries with SQL. Flexible or custom fields land in flattened columns for SQL and notebooks, and timestamps such as created, updated, and status changes are typed as temporal columns.

Sync is incremental: Datrise uses incremental refresh of the queried tables, so re-runs update only what changed. Date-partitioned facts for report queries. Mode runs analyst-written SQL, so Datrise lands stable, documented tables that won't break saved reports.

Ideal for SQL-first analysis with Python and R notebooks.

Endpoints

HighLevel: Agency-focused CRM for leads, funnels, and customer messaging.

Mode: Collaborative analytics workspace for SQL, Python, and shared reports.

How HighLevel entities map to Mode

HighLevel entityMode objectNotes
agency CRM recordshighlevel_agency_crm_recordsid PK · custom fields → flattened columns for SQL and notebooks
funnelshighlevel_funnelsid PK · linked to highlevel_agency_crm_records
opportunitieshighlevel_opportunitiesid PK · linked to highlevel_agency_crm_records
messaging workflowshighlevel_messaging_workflowsid PK · linked to highlevel_agency_crm_records

FAQ

How does Datrise handle HighLevel's custom fields in Mode?

Flexible values are stored as flattened columns for SQL and notebooks, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Mode types.

How does the HighLevel to Mode sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the queried tables.

Related pipelines

Early access

Connect HighLevel to Mode the easy way

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