Manage Leads and Contact Data at Your Fingertips

The integration of Google Sheets with iDtacc® transforms the way you collect and manage lead data, making it easier to create detailed and exportable databases

Google Sheets

The integration of Google Sheets with iDtacc® transforms the way you collect and manage lead data, making it easier to create detailed and exportable databases

Google Sheets

This solution not only optimizes the collection of contact information from users who make inquiries or book appointments but also provides you with a powerful tool to segment, analyze, and use this data in your marketing, email marketing, and promotional strategies.

1. Automatic data collection

All your leads in one place. Whenever a user interacts with your iDtacc® platform—whether by making an inquiry, booking an appointment, or leaving their contact information—all this data is automatically collected and organized. This information is stored in an internal database within the iDtacc® platform, and thanks to its integration with Google Sheets, it can be easily exported to a spreadsheet for analysis and future use

Data Collection Graphic

Automatic Synchronization:

If you have events or meetings previously scheduled in Google Calendar, these will be reflected in iDtacc®, preventing bookings at already occupied times.

Hands-Free Collection:

From the moment a potential client fills out a form, participates in a chat conversation, or completes contact details, the information (name, email, phone number, etc.) is stored in the iDtacc® database without any manual input required.

Organized and Accessible Data:

The integration allows you to keep all data centralized, making it easier to report to Google Sheets so that you can work with it more conveniently, filter it using different parameters, and carry out targeted marketing actions.

2. Automatic Export to Google Sheets

Ready-to-Use Data One of the biggest advantages of integrating with Google Sheets is the ability to automatically export your lead data. When new information is collected within iDtacc®, you can configure the platform to immediately send it to a Google Sheets spreadsheet

Real-time export:

Every time a new lead takes action on your platform, the data is automatically added to your Google Sheets spreadsheet, ensuring you always have the most up-to-date information.

Easy access and management:

Your lead data is organized into rows and columns within Google Sheets, making it accessible from anywhere. You can use Google Sheets tools to filter, sort, and manipulate the data as needed.

3. Data segmentation and analysis for marketing and email marketing

With your lead information stored in Google Sheets, you have the ability to segment and analyze the data in depth, which is crucial for your marketing and email marketing strategies. The iDtacc® platform, in combination with Google Sheets, provides tools to identify patterns, segment your leads into specific groups, and personalize your campaigns more effectively

Advanced segmentation:

You can filter your leads by criteria such as contact date, inquiry type, location, and other relevant data. This allows you to create custom segments for marketing campaigns, improving message relevance and increasing conversion rates.

Analysis and reporting:

With data in Google Sheets, you can create charts, pivot tables, and detailed reports that help you understand lead behavior, identify trends, and make informed decisions about your marketing strategies.

4. Using Data for Email Marketing Campaigns

The integration of Google Sheets with iDtacc® allows you to use your lead data to create personalized contact lists and send them to your email marketing tools (such as Mailchimp, Sendinblue, or any other compatible service). This makes it easy to create targeted email campaigns, improving the effectiveness of your communications

Creating contact lists:

Once leads are stored in Google Sheets, you can quickly import that data into your email marketing platform. With wellsegmented data, you can send promotions, appointment reminders, relevant content, or personalized updates to different user groups.

Automated campaigns:

You can set up automatic workflows based on the collected data. For example, if a lead leaves their information but does not complete an appointment, you can configure an automatic email to offer them a discount or reminder. This optimizes your follow-up process and improves conversion rates.

5. Personalizing Offers and Promotions

Customized promotions:

If a customer registered for an inquiry about a specific service, you can offer them discounts on that same service in the future.

Smart follow-ups:

You can create follow-up strategies based on lead data. If a user has shown interest but has not taken action, you can configure retargeting or remarketing campaigns specifically aimed at them.

Real-time updates:

New records, data updates, or modifications made in iDtacc® are instantly reflected in your Google Sheets spreadsheet.

Continuous data synchronization and updates:

Thanks to automatic synchronization between iDtacc® and Google Sheets, your databases always remain up to date.

Error-free synchronization:

Since the integration is automated, the possibility of errors when transferring data between systems is minimized, improving data accuracy.

6. Simple and Flexible Setup

  1. Log in to iDtacc® and go to the integrations section.
  2. Select Google Sheets and authorize access to your Google account.
  3. Customize the export and segmentation options according to your needs.
  4. Done! Your lead data will now be automatically sent to a Google Sheets spreadsheet.

Boost Your Marketing Strategy with iDtacc® and Google Sheets

The integration of Google Sheets with iDtacc® allows you to efficiently manage your leads by organizing and analyzing data in real time for use in your marketing campaigns. From automatic data collection to advanced lead segmentation and exportation, this integration provides you with all the necessary tools to optimize your marketing efforts, increase conversions, and effectively follow up with potential customers. Take advantage of Google Sheets' capabilities to keep your data organized and up to date, and enhance your email marketing strategies, personalized promotions, and advanced segmentation to achieve more effective results.

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