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Abby Connect and Fathom Integration

Connect Abby Connect’s AI receptionist with Fathom to automate phone call data capture and streamline meeting workflows. This one-way integration sends caller details, notes, and timestamps from Abby Connect to Fathom, helping teams save time, reduce manual work, and keep call insights synced with meeting summaries.

Use Cases

  • Automated Call Logging: Each new call handled by the Abby Connect AI receptionist automatically creates a record in Fathom with caller information and notes. This integration helps small businesses save time and reduce manual work while keeping communication data organized.
  • Lead Management Sync: When the virtual receptionist captures a new inquiry, it instantly sends the call details to Fathom, where a lead record is generated. This automated process helps the sales team follow up quickly and maintain accurate records.
  • Client Follow-Up Tracking: Abby Connect sends call timestamps and summaries directly into Fathom, enabling teams to track client follow-ups. This integration helps automate phone call data logging so businesses can better manage relationships and improve response times.
  • Performance Analytics: By integrating phone system data into Fathom, small businesses can visualize call volume, duration, and outcomes. Abby Connect’s AI receptionist provides detailed records that feed into dashboards, allowing data-driven decisions without manual entry.

Features

  • Automate Call Logging: Instantly send new Abby Connect call details to Fathom for streamlined tracking.
  • Sync Message Data: Transfer new caller messages and related info from Abby Connect directly into Fathom.
  • Simplify Record Creation: Automatically generate new Fathom records from Abby Connect call and message activity.

Resources

FAQs

How does the Abby Connect integration with Fathom work

The integration sends call and message data from Abby Connect to Fathom through Zapier. This allows call details such as caller information, date, and notes to automatically create or update records in Fathom for tracking and reporting.

Is the Abby Connect and Fathom integration one-way or two-way

It is a one-way integration. Data only flows from Abby Connect to Fathom using Zapier triggers. Users cannot modify information in Abby, import external data, or update Abby settings through this connection.

What triggers are available for this integration

The integration includes two triggers in Zapier – New Call Record and New Message. When a new call or message is received in Abby Connect, Zapier can automatically send that data to Fathom or other connected applications.

What types of call data can be sent from Abby Connect to Fathom

Call records include details like caller ID, call start time, receptionist name, called number, transfer number, and notes. Message triggers can include custom fields such as case type or caller location, depending on your setup in Abby.

How do I set up the Abby Connect integration with Fathom

To set up, log in to your Abby Connect account, go to Settings, then Integrations, and select Zapier. Copy your API key, connect Abby Connect in Zapier, and create a Zap linking it to Fathom using the desired trigger events.

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