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Connect PostgreSQL to Questlane
What data flows between PostgreSQL and Questlane?
Questlane reads mapped tables or views from PostgreSQL and turns selected fields into contacts, companies, deals, owners, stages, values, and timestamps. The sync keeps the CRM workspace aligned with the database you already run.
How do you connect PostgreSQL to Questlane?
Create a read-scoped database user
Limit access to the schema, tables, or views that contain sales records and avoid broad database privileges.
Add the PostgreSQL source
Enter host, database, port, username, password, and TLS settings in the Questlane data-source wizard.
Map fields to the pipeline
Match columns to contact, company, deal, owner, stage, value, and updated-at fields so Questlane can project records into the board.
Who benefits from the PostgreSQL integration?
B2B SaaS, agencies, and services teams benefit when operational data already lives in Postgres but sales still needs a clean pipeline board, shared inbox, and forecast.