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Abby Connect and Follow Up Boss Integration

Connect Abby Connect AI receptionist with Follow Up Boss to automatically add leads to your CRM and log call activity without manual entry. This integration sends caller details, timestamps, and notes directly from Abby to Follow Up Boss, helping small businesses save time, reduce manual work, and trigger follow-up workflows with ease. Character count: 321

Use Cases

Lead Capture Automation: When a prospect calls, the Abby Connect AI receptionist sends caller details into Follow Up Boss, creating a new record automatically. This reduces manual work and ensures no potential lead slips through.
Pipeline Activity Sync: Each logged call from Abby Connect is integrated with Follow Up Boss, updating activity timelines instantly. Sales teams can track conversations without the need to manually enter call notes.
Follow-Up Workflows: By connecting Abby Connect to Follow Up Boss, every new call can trigger automated workflows such as assigning tasks or sending follow-up reminders. This helps teams save time and respond consistently.
Centralized Call Records: Abby Connect call data, including timestamps and receptionist notes, can be stored directly in Follow Up Boss. This central view helps small businesses manage communications and improve client tracking.

Features

Log Calls Automatically: Capture caller ID, time, notes, and receptionist details in Follow Up Boss
Create New Records: Turn Abby Connect call or message details into new contacts and opportunities
Track Every Interaction: Sync calls and messages as activities to maintain a complete client history

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FAQs

How does Abby Connect integrate with Follow Up Boss?

The integration uses Zapier to send Abby Connect call and message data directly into Follow Up Boss. This allows you to automatically log new call records or create contacts from received messages without manual entry.

What type of data can be sent to Follow Up Boss?

Abby can send call records with details like caller ID, receptionist name, call notes, transfer number, and time. It can also send customizable message fields such as caller location, case type, or other important notes.

Can Follow Up Boss update information in Abby Connect?

No, the integration is one-way only. Data flows from Abby Connect into Follow Up Boss. You cannot use Follow Up Boss to edit, create, or update anything inside Abby through this connection.

What triggers are available with the integration?

There are two triggers available: New Call Record and New Message. When either occurs in Abby, it can automatically create or update records in Follow Up Boss through Zapier.

How do I set up the Abby Connect and Follow Up Boss integration?

First, create a Zapier account. Then log in to my.abby.com and go to Settings, then Integrations, then Zapier. Copy your API key and connect Abby Connect to Zapier. Finally, create your Zap to link with Follow Up Boss.

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