DatriseAI-first ETL

LionDesk to PostgreSQL Integration

AI-first ETL from LionDesk into PostgreSQL. Governed entities, incremental sync, typed landing tables.

How Datrise loads LionDesk into PostgreSQL

Datrise syncs LionDesk's leads, contacts, deals, drip campaigns, tasks, and video messages into PostgreSQL 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 each entity's updated-at, applied with INSERT … ON CONFLICT DO UPDATE, so re-runs update only what changed. Optional declarative range partitioning by load date for high-volume tables. PostgreSQL folds unquoted identifiers to lowercase, so Datrise normalizes mixed-case source fields to snake_case.

Ideal for operational analytics and application backends that need fresh, queryable copies of your data.

Endpoints

LionDesk: Real estate CRM with video messaging and drip campaigns.

PostgreSQL: Open-source relational database with strong SQL and extensions.

How LionDesk entities map to PostgreSQL

LionDesk entityPostgreSQL objectNotes
leadsliondesk_leadsid PK · custom fields → jsonb columns
contactsliondesk_contactsid PK · linked to liondesk_leads
dealsliondesk_dealsid PK · linked to liondesk_leads
drip campaignsliondesk_drip_campaignsid PK · linked to liondesk_leads

FAQ

How does Datrise handle LionDesk's custom fields in PostgreSQL?

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 PostgreSQL types.

How does the LionDesk to PostgreSQL sync stay up to date?

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

Related pipelines

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