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Abby Connect and Trello Integration for Calls

Connect Abby Connect AI receptionist with Trello to automatically create tasks from phone calls, log client call details, and add call notes to project boards. This one-way integration helps small businesses save time, reduce manual work, and keep projects organized by turning conversations into actionable tasks instantly.

Use Cases

  • Lead Follow-Up Management: When Abby Connect logs a new call from a prospective client, the details are automatically sent to a Trello board as a new card. This helps sales teams track and prioritize follow-ups without manual entry.
  • Support Ticket Creation: Every time the AI receptionist records a support-related message, it is integrated into Trello as a task. This ensures customer issues are quickly assigned and progress is monitored in one place.
  • Project Intake Coordination: Calls with project inquiries are captured by the virtual receptionist and synced to Trello lists. Teams can assign members, add due dates, and manage the workflow from the initial point of contact.
  • Appointment Pipeline Tracking: Abby Connect call data, including caller name and requested time, is added to an appointment scheduling board in Trello. This saves time and keeps scheduling organized for the entire team.

Features

  • Automate Call Logging: Send new call records from Abby Connect to Trello for streamlined tracking.
  • Capture Caller Details: Create Trello cards with call notes and caller info for better follow-up.
  • Track Messages Easily: Log new Abby messages in Trello to keep all interactions organized.

Resources

FAQs

How does Abby Connect integrate with Trello?

Through Zapier, Abby Connect sends new call records or messages to Trello. These can automatically create Trello cards with caller details, notes, and other information for tracking and follow-up.

Can Trello update information in Abby Connect?

No. This is a one-way integration. Data flows from Abby Connect to Trello only, meaning Trello cannot update, create, or modify any records or settings in Abby Connect.

What triggers are available for this integration?

The integration offers two triggers via Zapier: New Call Record and New Message. When either occurs, the data can be sent to Trello to create or update items like cards or lists for team visibility.

What call details are sent from Abby to Trello?

New Call Record data includes notes, transfer and called numbers, receptionist name, caller ID, and call start date and time. You can use this information to populate Trello fields or descriptions.

How do I set up the Abby Connect-Trello integration?

You need a Zapier account and your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier. Then you can connect Abby as a trigger app and Trello as the action app in Zapier.

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