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Abby Connect and Acuity Scheduling Integration

Connect Abby Connect AI receptionist with Acuity Scheduling to automatically log caller details, notes, and timestamps into your booking system. This one-way integration helps small businesses save time, reduce manual work, and keep schedules accurate by turning phone call data into actionable records.

Use Cases

  • Appointment Follow-Up: When a caller contacts the business, Abby Connect AI receptionist logs the call data into Acuity Scheduling. The system can then trigger reminders or follow-up tasks, ensuring no client inquiry is overlooked and reducing manual work for staff.
  • Lead Qualification: By integrating Abby Connect with Acuity Scheduling, every new call record is saved with notes and caller information. This lets small businesses automate phone call data capture and create a lead pipeline that saves time and improves customer follow-up.
  • Message to Meeting: When the virtual receptionist leaves a message record, the details can trigger Acuity Scheduling to create a placeholder appointment. This helps businesses sync messages with their calendar and ensures client conversations are quickly organized.
  • Client History Tracking: Each incoming call captured by Abby Connect can be logged into Acuity Scheduling alongside appointment notes. This creates a history of interactions linked to sessions, allowing staff to review conversations and integrate phone system logs with schedules.

Features

  • Automate Call Logging: Instantly send new Abby Connect call records into Acuity Scheduling for tracking.
  • Sync Caller Details: Create new client entries in Acuity with caller info and notes captured by Abby receptionists.
  • Log Interactions: Record Abby messages in Acuity to keep communication history organized for every appointment.

Resources

FAQs

How does Abby Connect integrate with Acuity Scheduling?

The integration works through Zapier. When Abby logs a new call or message, that information can be sent to Acuity Scheduling, allowing you to create or update appointments using the captured caller details.

What type of data can be shared from Abby to Acuity?

Abby can send call details such as caller ID, receptionist notes, transfer numbers, and call time. For messages, fields like case type or location can be sent, helping you capture important context in Acuity.

Can information flow back into Abby from Acuity?

No, the integration is one-way. Abby only sends new call records or messages to Zapier. Updates or changes made inside Acuity or Zapier will not update Abby or its internal records.

What do I need to set up the integration?

You need a Zapier account and your Abby API key. The API key is found in your Abby Connect portal under Settings, then Integrations, then Zapier. With these, you can build Zaps that connect to Acuity Scheduling.

What triggers are available for Abby in Zapier?

Abby offers two triggers in Zapier: New Call Record and New Message. When one of these occurs, the related call or message data can be automatically sent into Acuity Scheduling workflows.

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