Data warehouses
PostgreSQL + AutomateNexus CRM
Sync to any Postgres database you control.
POAN
01What you can do
PostgreSQL, wired into your pipeline.
Scheduled sync to PostgreSQL
Contacts, companies, deals, activities, and invoices land in your warehouse on a schedule.
Credentials encrypted
Connection details are stored encrypted and never leave the server.
Your BI, your tools
Query the CRM in the same place as the rest of your data.
02How it works
Connected in three steps.
01
Enter PostgreSQL credentials
Settings → Data warehouse. Test the connection before saving.
02
Choose objects and schedule
Pick what syncs and how often.
03
Query
Build dashboards in the BI tool you already use.
Scheduled sync
Pick the objects and the cadence; the sync runs on the server.
Encrypted credentials
Connection details are stored encrypted and tested before use.
Your schema
Tables land in PostgreSQL ready for the BI tool you already use.
Put PostgreSQL to work.
Start your 7-day free trial and connect PostgreSQL on day one. No credit card, no middleware.