The image shows the Abby Connect logo, with the word Abby in large blue letters above the word CONNECT in smaller blue letters, and a curved line beneath Abby.

Abby Connect and Asana Integration for Calls

Connect Abby Connect AI receptionist with Asana to automatically create tasks from phone calls, log call notes to project timelines, and track client call details. This one-way integration helps you save time, reduce manual work, and keep your projects organized without missing important client updates.

Use Cases

  • Lead Capture for Sales: When a new call comes into Abby Connect, the AI receptionist sends caller details and notes to Asana as a new task. Sales teams can follow up promptly without manual data entry, helping to save time and reduce delays.
  • Support Ticket Creation: Calls logged by the virtual receptionist are automatically integrated into Asana as support tasks. This allows customer issues to be assigned right away, reducing manual work and ensuring faster resolution.
  • Follow-Up Reminders: Abby Connect sends call records to Asana, where they can trigger follow-up task creation. This helps teams track important conversations and ensures that next steps are not missed.
  • Campaign Response Tracking: Marketing teams can integrate phone system call records from Abby Connect into Asana projects to log leads from campaigns. This keeps response data organized and measurable in one central place.

Features

  • Automate Call Logging: Send new Abby Connect call details directly into Asana tasks via Zapier.
  • Streamline Message Capture: Create Asana items from Abby Connect messages with customizable fields.
  • Centralize Interaction Data: Log call and message activity in Asana for easy tracking and follow-up.

Resources

FAQs

How does Abby Connect integrate with Asana?

Using Zapier, Abby Connect can send call and message data directly to Asana. Each new call record or message can create Asana tasks with details like caller ID, notes, and time of call for better task tracking.

Is the Abby Connect-Asana integration two-way?

No, this is a one-way integration. Abby Connect sends data to Asana via Zapier, but no changes made in Asana will update Abby. It cannot modify settings or records within Abby Connect.

What triggers are available for this integration?

Two triggers are available in Zapier: “New Call Record” and “New Message.” These start automated workflows sending captured details, such as notes, timing, and caller information, to Asana tasks or projects.

What setup is required to link Abby Connect with Asana?

You need a Zapier account and your Abby API key. Get it from my.abby.com under Settings, Integrations, and Zapier. Then create a Zap choosing Abby as the trigger and Asana as the action app.

What call details can be sent from Abby to Asana?

For calls, Abby sends notes, transfer number, called number, receptionist name, caller ID, and start date/time. Message details are customizable, like case type, location, or extra caller information.

More Integrations

salesforce-integration-logo
Abby Connect Salesforce Integration for Calls
hubspot-integration-logo
Abby Connect and HubSpot Integration Guide
trello-integration-logo
Abby Connect and Trello Integration for Calls
A series of blue dots, reminiscent of tracking inbound calls, form a diagonal line from the top left, meeting a sharp angle where a solid blue line extends right and down against a black background.

Start Capturing Every Opportunity

Experience the power of a dedicated team that knows your business and delivers exceptional caller experiences every time. Call us now or get started today to elevate your customer service!