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Abby Connect and Jotform Integration for Leads

Connect Abby Connect AI receptionist with Jotform to seamlessly turn every call into actionable data. This one-way integration lets you capture caller details, feedback, and custom responses as form submissions, helping small businesses save time, reduce manual work, and keep leads organized.

Use Cases

  • Call Logging Automation: With Abby Connect acting as an AI receptionist, each call triggers a Jotform entry that logs caller ID, time, duration, and notes. This helps small businesses save time and reduce manual work while keeping accurate records.
  • Lead Capture Workflow: When a potential client calls, Abby Connect sends details directly into Jotform. The virtual receptionist integration ensures lead data is instantly organized and synced, helping sales teams follow up quickly without duplication.
  • Service Request Tracking: Businesses that receive service inquiries by phone can automate phone call data into Jotform. Each new call creates a structured request record, simplifying case management and ensuring nothing slips through the cracks.
  • Message Routing Forms: Abby Connect can integrate phone system notes into Jotform for customized routing. For example, caller messages can trigger specific forms for billing, support, or scheduling, streamlining the process and reducing manual sorting.

Features

  • Automate Call Logging: Send Abby Connect call details directly into Jotform for easy record creation.
  • Capture Caller Insights: Transfer message data like case type or location into Jotform submissions instantly.
  • Centralize Interactions: Log calls and messages in Jotform to keep communication data organized in one place.

Resources

FAQs

How does the Abby Connect and Jotform integration work?

The integration works through Zapier. When Abby logs a new call record or message, the details can be sent automatically to Jotform. This lets you create form entries with caller information without manual data entry.

What caller details can be shared with Jotform?

Call records can include caller ID, receptionist name, notes, transfer number, called number, and call start details. Messages can capture customizable fields like case type, location, and extra caller information.

Can I update Abby call records through Jotform?

No, the integration is one-way. Abby sends call data to Jotform, but no updates are made in Abby from Jotform or Zapier. Abby does not accept imported data or configuration changes through this connection.

What do I need to set up this integration?

You will need a Zapier account and an Abby Connect API key. The key is available in your my.abby.com portal under Settings then Integrations then Zapier. Use it to connect Abby as the trigger app in Zapier.

What triggers are available with Abby in Zapier?

Abby offers two triggers in Zapier: New Call Record and New Message. These triggers send caller data into Jotform or other platforms. No actions are available, so Abby only serves as the starting point.

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