DatriseAI-first ETL

Keap ThoughtSpot

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

How Datrise loads Keap into ThoughtSpot

Datrise syncs Keap's SMB contacts, opportunities, automations, and appointment 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

Keap: SMB CRM with pipeline automation, email, and appointment flows.

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

How Keap entities map to ThoughtSpot

Keap entityThoughtSpot objectNotes
SMB contactskeap_smb_contactsid PK · custom fields → flattened columns for searchable fields
opportunitieskeap_opportunitiesid PK · linked to keap_smb_contacts
automationskeap_automationsid PK · linked to keap_smb_contacts
appointment workflowskeap_appointment_workflowsid PK · linked to keap_smb_contacts

FAQ

How does Datrise handle Keap'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 Keap to ThoughtSpot sync stay up to date?

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

Related pipelines

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