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Abby Connect and Acuity Scheduling Integration

The Abby Connect AI receptionist integration with Acuity Scheduling through Zapier automatically sends caller ID, call start date/time and notes from Abby Connect to create scheduling entries in Acuity. By connecting call and message data to your scheduling workflow, teams can act on every inquiry and keep their calendar pipeline organized.

Use Cases

  • Call Records Logged in Acuity: When Abby Connect logs a New Call Record, Zapier creates an entry in Acuity Scheduling with the caller ID, notes and call start time. Your office staff can review these entries to confirm appointment details or prepare for client callbacks.
  • Message Inquiries Tracked for Follow-Up: When Abby Connect receives a New Message, Zapier creates a follow-up entry in Acuity Scheduling using the caller name, phone number and case type, if available. Your team can manage follow-ups directly in Acuity, ensuring no inquiry is overlooked.
  • Tasks Created from Call Notes: When Abby Connect logs a New Call Record, Zapier adds a task in Acuity Scheduling that includes the caller ID and notes. Sales teams can use these tasks to plan next steps and coordinate responses based on the receptionist's notes.
  • After-Hours Call Follow-Up: When Abby Connect logs a New Call Record outside business hours, Zapier creates an entry in Acuity Scheduling with the caller ID, call start time and notes. Your team can review these entries the next morning, contact prospects and schedule consultations without anything slipping through the cracks.

Features

  • Create Acuity Entries from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a new entry in Acuity Scheduling using the caller ID, call start time and notes.
  • Add Message-Based Follow-Ups: When Abby Connect receives a New Message, Zapier adds a follow-up entry in Acuity Scheduling with the caller name and phone number, if available, along with the receptionist name.
  • Attach Notes to Scheduling Tasks: Zapier uses New Call Record data to create an Acuity Scheduling task containing the receptionist's notes and caller ID, giving your team context for every follow-up.

Resources

FAQs

What does the Abby Connect and Acuity Scheduling integration do?

This integration sends Abby Connect call and message details, such as caller ID, notes and call start date/time, to Acuity Scheduling through Zapier so your team can log or act on new client interactions.

Is the Abby Connect to Acuity Scheduling integration one-way?

Yes. It is a one-way connection through Zapier. Abby Connect triggers send data outward to Acuity Scheduling, but no information flows back into Abby Connect.

How do I set up the Abby Connect and Acuity Scheduling integration?

To set it up, sign in to Zapier, choose Abby Connect as the trigger app and select Acuity Scheduling as the action app. You will need your Abby Connect API key, found in my.abby.com under Settings, Integrations, Zapier.

Which Abby Connect triggers are available for this integration?

The integration supports two triggers in Zapier: New Call Record and New Message. Each trigger can send details like notes, receptionist name and caller ID to create entries in Acuity Scheduling.

Can this integration help reduce manual data entry for scheduling?

Yes. When a New Call Record or New Message trigger fires, Zapier sends caller details to Acuity Scheduling automatically, allowing your team to create appointments faster without re-entering information by hand.

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