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Abby Connect and Jotform Integration for Lead Capture

The Abby Connect AI receptionist integration with Jotform through Zapier adds a new form entry with caller ID, call start date/time and notes whenever a New Call Record is captured. This creates structured entries your team can review for lead tracking, follow-up lists, or audit purposes.

Use Cases

  • Lead Capture from Incoming Calls: When Abby Connect logs a New Call Record, Zapier creates a new Jotform submission with the caller ID, call start date/time and notes. Sales teams can review these entries to manage follow-ups and ensure every inquiry is documented.
  • Message Tracking for Support Teams: When Abby Connect logs a New Message, Zapier adds a form entry in Jotform including the caller name and additional caller info when configured. Your support staff can review these entries to identify recurring issues and improve service response.
  • Structured Intake Records from Calls: When Abby Connect logs a New Call Record, Zapier creates a Jotform entry containing the caller ID and notes captured by the receptionist. Office staff can reference these structured records to verify details before scheduling consultations or assigning next steps.
  • Message Log Entries for Communication Review: When Abby Connect logs a New Message, Zapier adds a Jotform entry with the caller name and phone number if available. Your operations team can review these entries to identify communication patterns and reduce manual data entry.

Features

  • Automatic Call Logging: Each New Call Record adds a Jotform entry with caller ID, notes and call start date/time, giving teams a clear call history for reporting.
  • Message Inquiry Capture: When a New Message arrives, Zapier creates a Jotform form entry with the caller name if available and phone number, so teams can review inquiries in one place.
  • Intake Form Creation: Zapier logs New Call Record data into a Jotform intake form, including caller ID and notes, helping teams organize follow-up lists efficiently.

Resources

FAQs

What does the Abby Connect and Jotform integration do?

The integration adds a new Jotform entry each time Abby Connect logs a New Call Record or a New Message. It records fields like caller ID, notes and call start date/time, allowing teams to review call and message details for reporting or follow-up tracking.

Is the Abby Connect to Jotform connection one-way?

Yes. It is a one-way integration through Zapier. Abby Connect sends data outward to Jotform and no information flows back into Abby Connect.

How do I set up the Abby Connect and Jotform integration?

To connect, sign in to Zapier, select Abby Connect as the trigger app and choose Jotform as the action app. You will need your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier.

Which triggers are available for sending data to Jotform?

The integration supports two triggers in Zapier: New Call Record and New Message. Each trigger can create a new Jotform submission containing relevant call or message details.

What can my team do with the logged call and message data in Jotform?

Teams can organize incoming call records, track message inquiries and review receptionist notes for audit or routing analysis. The integration automatically creates structured form submissions so your team can focus on follow-up instead of data entry.

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