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 Keap Integration Setup Guide

Connect Abby Connect’s AI receptionist with Keap to automatically add leads to CRM and sync phone calls to CRM, capturing caller details, notes, and timestamps in one place. This one-way integration helps small businesses save time, reduce manual work, and keep every client interaction organized for follow-up.

Use Cases

  • Automated Lead Capture: When a new call is received by Abby Connect, the AI receptionist sends caller details to Keap. This automatically creates a new contact record, helping small businesses capture every potential lead and reduce manual work.
  • Workflow Triggers from Calls: Each call logged by the virtual receptionist can trigger a Keap workflow, such as sending a follow-up email or assigning a task. This helps automate client responses and save time after every call.
  • Centralized Contact Records: Abby Connect automatically sends call notes, timestamps, and caller information to Keap, keeping all interactions synced. Small businesses can integrate phone system data for accurate client tracking and easy record access.
  • Message-Based Case Management: When the AI receptionist records a new message, Keap can create a case entry using the message content and caller info. This integration helps automate phone call data organization and ensures every inquiry is captured promptly.

Features

  • Automate Call Logging: Send new call details from Abby Connect directly into Keap for accurate records.
  • Sync Message Data: Capture new message info from Abby Connect and store it in Keap automatically.
  • Centralize Communication Records: Consolidate call and message activity in Keap for easy tracking and follow-up.

Resources

FAQs

How does the Abby Connect and Keap integration work?

The integration uses Zapier to send call and message data from Abby Connect to Keap. Abby acts as the trigger app, creating or updating records in Keap based on details like caller ID, call time, receptionist notes, and message content.

Can data flow both ways between Abby Connect and Keap?

No. The integration is one-way only. Data flows from Abby Connect to Keap. You cannot modify or create data in Abby from Keap or any other app through this integration.

What triggers are available when connecting Abby Connect to Keap?

Abby Connect provides two Zapier triggers: New Call Record and New Message. When either event occurs, Zapier can send the collected information to Keap and log it in the appropriate contact record.

What call or message details can be shared with Keap?

Call data can include caller ID, called and transfer numbers, receptionist name, notes, and call time. Messages can include details like case type, caller location, and other customized information configured in Abby Connect.

How do I set up the Abby Connect integration with Keap?

Log in to Zapier, select Abby Connect as the trigger app, and Keap as the action app. In Abby Connect, go to Settings, then Integrations, then Zapier to get your API key. Use this key in Zapier to authorize and complete the connection.

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