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Abby Connect and ClickUp Integration for Calls

Connect Abby Connect AI receptionist with ClickUp to automatically create tasks from phone calls, log call details, and add notes to project timelines. This one-way integration helps small businesses save time, reduce manual work, and keep project teams aligned by turning every client interaction into actionable tasks.

Use Cases

Call Logging in ClickUp: When Abby Connect AI receptionist handles a new call, the details such as caller ID, timestamp, and notes are automatically logged into ClickUp. This saves time and reduces manual work by capturing accurate records consistently.
Lead Tracking Tasks: Each new call record from the virtual receptionist can generate a task in ClickUp tagged as a sales lead. Teams can then track follow-ups, ensuring no inquiry is missed while keeping all information organized.
Client Support Tickets: Calls that come through Abby Connect can trigger support tasks in ClickUp. Caller information, issue notes, and time of call are stored, allowing service teams to efficiently prioritize and resolve client concerns.
Project Coordination: Messages from the AI receptionist are synced into ClickUp as tasks linked to relevant projects. This integration helps teams connect phone call data directly to workflows, streamlining communication and minimizing manual updates.

Features

Streamline Call Data: Automatically push new call details from Abby Connect into ClickUp tasks.
Capture Caller Insights: Create task records in ClickUp with notes, caller ID, and receptionist info.
Track Every Interaction: Log new messages as activities in ClickUp for clear communication history.

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FAQs

How does the Abby Connect and ClickUp integration work?

The integration uses Zapier to send call data and messages from Abby Connect into ClickUp. When a new call record or message is logged, Zapier can create a task or note in ClickUp with that information.

What information is shared with ClickUp from Abby Connect?

Abby Connect sends details such as call notes, transfer number, called number, receptionist name, caller ID, and call time. Custom message fields like case type or caller details can also be included.

Can the integration update or change data in Abby Connect?

No, the integration is one way only. Data flows from Abby Connect into ClickUp through Zapier. You cannot create, edit, or update any records inside Abby Connect with this connection.

What do I need to set up the Abby Connect-ClickUp integration?

You will need a Zapier account and an API key from your my.abby.com portal. The API key can be found under Settings, Integrations, Zapier. From there you can connect Abby Connect triggers to ClickUp tasks.

What events trigger data to be sent to ClickUp?

Only two events trigger data to flow: new call records and new messages. When either occurs in Abby Connect, a Zap can be configured to send those details into ClickUp for tracking or follow up.

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