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Abby Connect and Microsoft Teams Integration

Through Zapier, the Abby Connect AI receptionist integration with Microsoft Teams posts caller ID, call start date/time and notes from new call records into a selected Teams channel. This keeps your team informed and ready to follow up on client needs without switching between tools.

Use Cases

  • On-Call Team Alerts: When Abby Connect logs a New Call Record, Zapier sends the caller ID, notes and call start date/time into a Microsoft Teams channel as a new message. The on-call team can review the alert, decide who will return the call and manage follow-ups directly in Teams.
  • Support Staff Message Notifications: When Abby Connect receives a New Message, Zapier posts a message in Microsoft Teams containing the caller name and phone number, if available, along with the case type when configured. Support staff can view the inquiry in Teams and plan the next response without switching between tools.
  • Actionable Call Notes for Operations: Every logged New Call Record triggers Zapier to post a message in Microsoft Teams with the caller ID and notes captured by the AI receptionist. Your operations team can use these notifications to coordinate next steps and ensure no client request is overlooked.
  • Call Activity Visibility for Managers: Whenever Abby Connect logs a New Call Record, Zapier posts the caller ID, receptionist name and call start date/time into a Microsoft Teams channel. Managers can review call activity and monitor response patterns across the team.

Features

  • Automatic Call Notifications: Each New Call Record triggers a Microsoft Teams message that includes caller ID, notes and call start date/time so teams can respond quickly.
  • Message Inquiry Alerts: When a New Message is received in Abby Connect, Zapier sends the caller name, phone number and case type (if available) to a selected Teams channel for immediate visibility.
  • Call Activity Posts in Teams: Zapier posts the receptionist name, caller ID and notes from each New Call Record into Microsoft Teams, giving teams a clear view of recent call activity.

Resources

FAQs

What does the Abby Connect and Microsoft Teams integration do?

The integration sends Abby Connect call details such as caller ID, notes and call start date/time to Microsoft Teams through Zapier so your team can view and act on new call information within their chat channels.

Is the Abby Connect to Microsoft Teams integration one-way?

Yes. This is a one-way integration powered by Zapier. Data flows from Abby Connect to Microsoft Teams only. No information is sent back to Abby Connect.

How do I set up the Abby Connect and Microsoft Teams integration?

Sign in to Zapier, choose Abby Connect as the trigger app and select either New Call Record or New Message. You will need an API key from my.abby.com under Settings, Integrations, Zapier to connect your account.

Which triggers are available for sending data to Microsoft Teams?

The integration supports two triggers: New Call Record and New Message. New Call Record can send fields like caller ID, notes and receptionist name. New Message can send fields like caller name, phone number and case type when configured.

Can my team customize what happens in Microsoft Teams after a trigger fires?

Yes. Your team can configure the Zapier action to post a message to a specific channel or notify particular team members based on the received call or message data, helping reduce manual work when handling new client communications.

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