DatriseAI-first ETL

HighLevel ThoughtSpot

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

How Datrise loads HighLevel into ThoughtSpot

Datrise syncs HighLevel's agency CRM records, funnels, opportunities, and messaging workflows into ThoughtSpot as warehouse tables ThoughtSpot indexes for search. Flexible or custom fields land in flattened columns for searchable fields, and timestamps such as created, updated, and status changes are typed as date/time columns.

Sync is incremental: Datrise uses incremental refresh of the indexed tables, so re-runs update only what changed. Date-partitioned facts for live-query performance. ThoughtSpot search relies on clear names and relationships, so Datrise lands well-named, joinable tables.

Ideal for natural-language search analytics over a warehouse.

Endpoints

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

ThoughtSpot: Search-driven analytics with AI-assisted insights on warehouse data.

How HighLevel entities map to ThoughtSpot

HighLevel entityThoughtSpot objectNotes
agency CRM recordshighlevel_agency_crm_recordsid PK · custom fields → flattened columns for searchable fields
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 ThoughtSpot?

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

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

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

Related pipelines

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