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 Close Integration Setup Guide

Connect Abby Connect’s AI receptionist with Close to automatically add leads to CRM and log call activities without manual data entry. Each call, message, or note from Abby instantly flows into Close, helping teams save time, reduce manual work, and keep customer records accurate and always up to date.

Use Cases

  • Lead Capture Automation: When a new call comes through Abby Connect, the AI receptionist automatically sends caller information and notes to Close, creating a new lead record. This helps sales teams respond faster and reduces manual data entry.
  • Customer Follow-Ups: Abby Connect logs every call and sends details like duration, timestamp, and notes to Close. This allows businesses to automate reminders for follow-ups, ensuring every customer inquiry receives timely attention.
  • Case Management Sync: Each message from Abby Connect creates a linked case record in Close with caller ID and message details. Service teams can track client issues efficiently without retyping information, saving time and minimizing errors.
  • Missed Call Tracking: Missed or after-hours calls captured by the AI receptionist flow into Close as new activities. Teams can review and act on these records the next day, ensuring no opportunity or client request is overlooked.

Features

  • Automate Call Logging: Instantly send new call details from Abby Connect to Close for seamless record creation.
  • Sync Message Data: Transfer new message information from Abby Connect into Close to keep teams informed.
  • Track Client Interactions: Log call and message activity in Close to maintain accurate client communication history.

Resources

FAQs

How does the Abby Connect integration with Close work?

The Abby Connect AI Receptionist integration with Close works through Zapier. When a new call record or message is created in Abby, the data is automatically sent to Close, allowing you to log interactions and create records without manual entry.

Is the integration between Abby Connect and Close two-way?

No, the integration is one-way. Data flows from Abby Connect to Close only. You cannot send information from Close to Abby or modify Abby’s data or settings through this integration.

What call details are sent from Abby Connect to Close?

The integration can send key call details including caller ID, call time, receptionist name, transfer number, called number, and receptionist notes. This information is logged in Close to help you track customer interactions.

How do I set up the Abby Connect and Close integration?

Setup requires a Zapier account and an API key from your Abby account under Settings, Integrations, Zapier. In Zapier, select Abby Connect as the trigger app and Close as the action app to map the fields you want sent.

Can I customize what information is transferred to Close?

Yes, you can customize which fields from calls or messages are shared using Zapier’s field mapping. You control how Abby’s call or message details, such as case type or caller notes, appear in your Close workspace.

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