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 HubSpot Integration Guide

Connect Abby Connect’s AI receptionist with HubSpot to automatically log caller details, timestamps, and notes into your CRM. This one-way integration helps automate phone call data capture, trigger workflows, and store conversations, allowing you to save time and reduce manual work while keeping customer records accurate.

Use Cases

  • Automated CRM Updates: Abby Connect AI receptionist sends new call records directly into HubSpot, creating contacts with caller details and notes. This ensures accurate lead tracking and reduces manual data entry.
  • Instant Lead Creation: When a prospective client calls, their information is automatically added to HubSpot from Abby Connect. Your team can follow up faster using the synced caller data and conversation notes.
  • Call-to-Task Automation: Each call received by the virtual receptionist can trigger a new HubSpot task with timestamp, receptionist name, and notes. This helps assign follow-ups without extra administrative work.
  • Message-to-Deal Conversion: Messages captured by Abby Connect’s AI receptionist flow into HubSpot with custom fields. Sales teams can quickly create deals from inquiries, saving time and avoiding lost opportunities.

Features

  • Automate Call Logging: Instantly send Abby call records to HubSpot for organized contact tracking.
  • Create HubSpot Records: Use call and message details to automatically generate new records in HubSpot.
  • Capture Caller Insights: Log notes and custom message fields in HubSpot for better interaction history.

Resources

FAQs

Can Abby Connect send call data to HubSpot automatically?

Yes. Using Zapier, Abby Connect can send new call or message details directly to HubSpot. You can log calls, create contacts, or track activities without manual entry. Data only flows from Abby to HubSpot.

What type of information is sent from Abby to HubSpot?

Call data includes notes, transfer number, called number, receptionist name, caller ID, and call time. Message data fields are customizable, such as case type or caller location, and are sent through Zapier to HubSpot.

Can I update Abby Connect from HubSpot through this integration?

No. The integration only sends data in one direction, from Abby Connect to HubSpot. You cannot create, update, or change Abby records or settings from HubSpot. Abby acts as a trigger source only.

How do I set up the Abby Connect to HubSpot integration?

You will need a Zapier account and your Abby API key from my.abby.com. In Abby, go to Settings, Integrations, Zapier to get the key. Then create a Zap using Abby as the trigger and HubSpot as the action.

What triggers are available for sending Abby data to HubSpot?

Two triggers are available in Zapier: New Call Record and New Message. When these events occur in Abby, Zapier can send that information to HubSpot to create or update records automatically.

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