LionDesk to Neon Integration
AI-first ETL from LionDesk into Neon. Governed entities, incremental sync, typed landing tables.
How Datrise loads LionDesk into Neon
Datrise syncs LionDesk's leads, contacts, deals, drip campaigns, tasks, and video messages into Neon as a typed table per source entity. 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 by load date. Neon separates compute from storage, so Datrise batches writes to keep autoscaling compute from cold-starting on every small change.
Ideal for serverless Postgres workloads that scale to zero between syncs.
Endpoints
LionDesk: Real estate CRM with video messaging and drip campaigns.
Neon: Serverless Postgres destination with branching and autoscaling.
How LionDesk entities map to Neon
| LionDesk entity | Neon object | Notes |
|---|---|---|
| leads | liondesk_leads | id PK · custom fields → jsonb columns |
| contacts | liondesk_contacts | id PK · linked to liondesk_leads |
| deals | liondesk_deals | id PK · linked to liondesk_leads |
| drip campaigns | liondesk_drip_campaigns | id PK · linked to liondesk_leads |
FAQ
How does Datrise handle LionDesk's custom fields in Neon?
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 Neon types.
How does the LionDesk to Neon sync stay up to date?
It runs incrementally — Datrise uses a watermark on updated-at, applied with INSERT … ON CONFLICT DO UPDATE.
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