How does the Abby Connect and Excel integration work?
The integration sends call and message details from Abby Connect to a selected Excel sheet through Zapier. Each new call record or message in Abby automatically creates a new row with caller and call data in Excel.
Can data flow both ways between Abby Connect and Excel?
No. The integration is one-way only. Data moves from Abby Connect to Excel, but nothing created or changed in Excel can update or modify Abby Connect records or settings.
What information from calls is added to Excel automatically?
Call records can include caller ID, called and transfer numbers, receptionist name, call notes, and the date and time. You can also include message details such as caller location and case type if available.
How do I set up the integration using Zapier?
In Abby Connect, go to Settings, then Integrations, then Zapier, and copy your API key. In Zapier, create a new Zap, choose Abby Connect as the trigger app, and Excel as the action app to link them securely.
What triggers are supported for sending data to Excel?
Abby Connect integrates with Zapier using two triggers: New Call Record and New Message. Each time a new call or message is logged, a new entry is created in your connected Excel workbook automatically.
