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Abby Connect and Cognito Forms Integration

Connect Abby Connect’s AI receptionist with Cognito Forms to automatically capture call details as new form submissions. This one-way integration logs caller information, notes, and feedback directly into your forms, helping small businesses automate phone call data, reduce manual work, and save time managing leads.

Use Cases

  • Client Intake Automation: When a new call arrives through Abby Connect, the AI receptionist captures caller info and sends it to a Cognito Form instantly. This helps small service firms automate phone call data, organize client intake, and reduce manual work.
  • Instant Lead Capture: Each call handled by the virtual receptionist triggers a new form entry in Cognito Forms with caller ID, notes, and service interest. Sales teams can act quickly, connect with prospects, and save time with no manual data entry needed.
  • Support Request Tracking: Using the AI receptionist, incoming customer calls are logged automatically into a Cognito Form for service tickets. Businesses can sync and organize inquiries by type, integrate phone system data, and streamline their support workflow.
  • Appointment Follow-Up: Every appointment-related call is recorded by Abby Connect and integrated into a Cognito Form. This automation ensures that staff receive accurate follow-up details, improving scheduling accuracy and reducing missed client touches.

Features

  • Automate Call Data Capture: Send new Abby Connect call details directly to Cognito Forms via Zapier.
  • Create Custom Records: Build tailored forms that automatically log caller info and notes from Abby Connect.
  • Track Every Interaction: Store call and message activity in structured Cognito Forms for easier follow-up.

Resources

FAQs

How does the Abby Connect and Cognito Forms integration work?

The integration uses Zapier to send call or message data from Abby Connect to Cognito Forms automatically. When a new call record or message is created, the details are captured and transferred to your chosen Cognito Form fields.

What information from Abby Connect can be sent to Cognito Forms?

The integration can send call notes, receptionist name, transfer number, called number, caller ID, and call start time. If you’re using message triggers, you can include custom message fields like case type or caller location.

What do I need to set up the integration with Cognito Forms?

You’ll need a Zapier account and an Abby Connect API key from your account at my.abby.com under Settings, Integrations, Zapier. Then, in Zapier, choose Abby Connect as the trigger app and Cognito Forms as the action app.

Can Cognito Forms send data back to Abby Connect?

No, this is a one-way integration. Abby Connect shares data with Cognito Forms, but Abby cannot receive updates or new information from Cognito Forms or any other connected application.

Which triggers are available for this integration?

The Abby Connect Zapier integration supports two triggers: New Call Record and New Message. Each trigger activates when a new call or message is logged and sends that data to Cognito Forms or another connected app.

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