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Abby Connect and kvCORE Integration Setup

Connect Abby Connect AI receptionist with kvCORE to automatically add leads to your CRM whenever a new call or message is received. This one-way integration saves time by logging call data, notes, and caller details into kvCORE, helping small businesses reduce manual work and streamline follow-up tasks.

Use Cases

  • Lead Capture Automation: When a new call record is created by the Abby Connect AI receptionist, kvCORE automatically generates a new lead with caller information and notes. This helps real estate agents save time and reduce manual work while ensuring accurate data entry.
  • Follow-Up Triggers: Each call logged by the virtual receptionist can trigger a workflow in kvCORE to assign follow-up tasks or reminders. This ensures no inquiry is overlooked and helps teams automate responses and nurture leads quickly.
  • Message-to-CRM Sync: Messages taken by Abby Connect are sent directly into kvCORE, where they are stored under relevant contacts. This integration connects communication data with CRM activity, reducing manual updates and improving response accuracy.
  • Call Activity Insights: Abby Connect logs call duration and timestamps to kvCORE records for reporting. Business owners can analyze call volume trends, track performance, and integrate phone system insights with sales data in one platform.

Features

  • Automate Lead Capture: Instantly send Abby Connect call and message data into kvCORE via Zapier triggers.
  • Sync Communication Logs: Automatically record call details like caller ID, time, and notes in kvCORE for tracking.
  • Streamline Follow-Ups: Create kvCORE records from Abby call insights to support timely lead contact and management.

Resources

FAQs

How does the Abby Connect AI Receptionist integrate with kvCORE?

The integration uses Zapier to send call and message data from Abby Connect to kvCORE. When a new call or message is received, Abby automatically sends the details so kvCORE can create or update lead records and log interactions.

What type of data does Abby Connect send to kvCORE?

Abby Connect sends call and message details such as notes, caller ID, transfer number, called number, receptionist name, and call date and time. Message fields like case type, location, or caller info can also be included in kvCORE.

Can kvCORE update or change information in Abby Connect?

No. This integration is one-way only. Data flows from Abby Connect to kvCORE through Zapier. kvCORE or any other connected app cannot modify, create, or update any information inside Abby Connect.

What steps are required to set up the integration?

You need a Zapier account and your Abby API key, found in my.abby.com under Settings, Integrations, Zapier. Once connected, you can create a Zap that triggers when a new call or message record is created to send data into kvCORE.

What triggers can I use from Abby Connect in Zapier?

The available triggers are New Call Record and New Message. Each trigger sends details like caller information, notes, or receptionist name to kvCORE or other systems you choose to connect through Zapier.

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