Export and Integration Overview
Ravvio’s lead export and integration capabilities enable seamless data flow between your AI chatbot and existing business systems, ensuring captured leads are efficiently transferred to your sales and marketing workflows.Integration Benefits
Data Portability
Export leads in multiple formats for use across different platforms and systems
Real-Time Synchronization
Automatic data synchronization with CRM and marketing automation platforms
Workflow Automation
Trigger automated follow-up sequences and sales processes
Analytics Integration
Enhanced reporting and analytics through data integration
Export Features
CSV Export Capabilities
Spreadsheet-Compatible Data
Spreadsheet-Compatible Data
CSV Format Benefits:
- Universal compatibility with Excel, Google Sheets, and other spreadsheet applications
- Easy data manipulation and analysis capabilities
- Import compatibility with most CRM and marketing platforms
- Standardized format for data exchange and archival
- Clean, organized columns with descriptive headers
- Proper data formatting and type consistency
- UTF-8 encoding for international character support
- Escaped special characters and proper quote handling
Comprehensive Lead Information
Comprehensive Lead Information
Included Data Fields:
- Complete contact information (name, email, phone)
- Lead capture timestamp and source attribution
- Conversation context and interaction summary
- Lead scoring and qualification information
- Custom tags and categorization data
- Geographic and demographic information
- Device and browser details for context
- Referral source and campaign attribution
- Engagement metrics and interaction history
Advanced Export Options
1
Date Range Filtering
Time-Based Export:
- Custom date range selection for targeted exports
- Preset time periods (last week, month, quarter)
- Specific campaign or event period exports
- Historical data archival and backup exports
2
Selective Data Export
Customized Export Content:
- Choose specific fields and data columns for export
- Filter by lead quality, score, or status
- Export specific lead segments or categories
- Exclude sensitive or unnecessary information
3
Automated Report Generation
Scheduled Exports:
- Daily, weekly, or monthly automated exports
- Delivery via email to specified recipients
- Cloud storage integration for automatic backup
- Custom report formats and templates
Real-Time Data Updates
Live Synchronization
Continuous Data Flow:
- Real-time lead data transfer as conversations happen
- Immediate availability in integrated systems
- Change detection and incremental updates
- Conflict resolution and data consistency management
Fresh Data Guarantee
Data Currency:
- Latest lead information always available for export
- Real-time status updates and activity tracking
- Immediate reflection of lead interactions and changes
- Timestamp accuracy for audit and compliance
Data Management and Quality
Search and Filter Functionality
1
Advanced Search Capabilities
Lead Discovery:
- Full-text search across all lead data fields
- Boolean search operators for complex queries
- Saved search templates for repeated use
- Tag and category-based filtering
2
Multi-Criteria Filtering
Precise Lead Selection:
- Date range filtering for time-based analysis
- Lead score and quality-based filtering
- Source and campaign attribution filtering
- Geographic and demographic filtering
3
Export Optimization
Targeted Data Export:
- Filter-based export for specific lead segments
- Custom field selection for focused exports
- Bulk operations for large data sets
- Performance optimization for large exports
Data Quality Management
Validation and Cleansing
Validation and Cleansing
Data Quality Assurance:
- Email address validation and verification
- Phone number formatting and standardization
- Duplicate detection and merge recommendations
- Data completeness scoring and enhancement
- Regular data quality audits and reporting
- Automatic data enrichment from external sources
- Company information and firmographic data appending
- Social media profile linking and verification
- Geographic and demographic data enhancement
Compliance and Privacy
Compliance and Privacy
Data Protection:
- GDPR compliance with consent tracking
- Right to be forgotten implementation
- Data portability and access rights
- Privacy policy compliance and documentation
- Data encryption in transit and at rest
- Access control and user permission management
- Audit logging and compliance reporting
- Regular security assessments and updates