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Abby Connect and Microsoft Teams Integration

Connect Abby Connect AI receptionist with Microsoft Teams to automatically log call records, messages, and caller details directly into your workflows. This one-way integration helps you automate phone call data, create records, and trigger activities in Teams so you save time and reduce manual work while keeping your team aligned.

Use Cases

  • Client Call Notes: Abby Connect AI receptionist logs each incoming call with details like caller ID, time, and receptionist notes. This data syncs into Microsoft Teams automatically, allowing staff to review discussion points without retyping, helping reduce manual work.
  • Sales Lead Notifications: When a new prospect calls, Abby Connect creates a call record that integrates with Teams. The sales team gets an instant channel notification with caller info and notes, enabling fast follow-ups and helping save time.
  • Case Management Updates: With every client call, Abby Connect transfers call details such as timestamp, duration, and notes into Teams. Legal or service staff see the information organized in channels, automating phone call data tracking and simplifying recordkeeping.
  • Team Workflow Triggers: Each time Abby logs a new call record, Teams workflows can trigger task creation or reminders. This ensures no client request is missed and helps small businesses connect call activity directly with daily operations.

Features

  • Automate Call Logging: Capture caller details and send them directly into Microsoft Teams for easy tracking
  • Create Accurate Records: Turn Abby Connect call data into new records to keep your team aligned in Teams
  • Sync Messages Quickly: Share receptionist notes and caller info into Teams channels for faster collaboration

Resources

FAQs

How does Abby Connect integrate with Microsoft Teams?

Abby Connect integrates with Microsoft Teams through Zapier. Abby sends call records or messages into Teams channels, so your team can view caller details, notes, and receptionist updates in real time. No data flows from Teams back into Abby.

What information can be shared from Abby to Teams?

The integration can send details like caller ID, notes, transfer numbers, and call times. For messages, customizable fields such as case type or caller location can be logged. This helps teams stay updated on caller interactions in Teams.

Can I update Abby Connect records from Microsoft Teams?

No. The integration is one-way only. Information flows from Abby Connect into Teams through Zapier, but you cannot update, edit, or create anything inside Abby from Teams or any connected application.

What do I need to set up the Abby Teams integration?

You will need an active Zapier account and an API key from your Abby portal under Settings and Integrations. Once connected, you can create Zaps that trigger when new call records or messages are received and route them to Microsoft Teams.

What events in Abby Connect trigger updates in Teams?

Only two triggers are available. A new call record or a new message in Abby Connect will push data into Teams. No other Abby Connect events are supported, and no actions can be initiated from Teams back to Abby.

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