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Abby Connect and monday.com Integration for Calls

Connect Abby Connect AI receptionist with monday.com to automatically create tasks from phone calls, log call notes, and track client conversations in your projects. This one-way integration helps small businesses save time, reduce manual work, and keep project timelines updated with accurate call details.

Use Cases

  • Call Logging in monday.com: Each call answered by the Abby Connect AI receptionist can automatically create a record in monday.com with caller ID, time, duration, and notes. This allows teams to save time, reduce manual work, and maintain accurate call history in one place.
  • Sales Lead Management: When a prospect calls, Abby Connect can trigger a new pulse in monday.com with caller details and receptionist notes. Sales teams can then follow up quickly while ensuring no lead is missed, helping automate phone call data entry.
  • Support Ticket Creation: Incoming calls about support issues can be logged as new items in a monday.com board. Caller information, timestamp, and notes from the virtual receptionist are stored automatically, enabling faster assignment of cases to team members.
  • Project Workflow Triggers: Abby Connect call records can integrate with monday.com to trigger workflows for different project needs. A call from a client could sync directly to a specific project board, ensuring project managers act on updates without manual input.

Features

  • Automate Call Logging: Instantly capture Abby Connect call details into monday.com boards for easy tracking.
  • Create Records Fast: Turn new calls or messages into structured tasks to streamline follow-up in monday.com.
  • Track Interactions: Log caller info, notes, and receptionist details directly into workflows for better visibility.

Resources

FAQs

How does Abby Connect integrate with monday.com?

Abby Connect integrates with monday.com through Zapier. When a new call record or message is created in Abby, the data can be sent automatically to monday.com as an item, task, or update. The flow is always one-way from Abby to monday.com.

What information from calls can be sent to monday.com?

Call records can include notes, transfer number, called number, receptionist name, caller ID, and call start date and time. Messages can also send customizable fields, such as case type, caller location, or other caller details.

Can monday.com update or change anything inside Abby?

No, the integration is one-way only. Abby Connect does not accept updates, changes, or new records from monday.com. It only triggers actions in monday.com using new call records or new messages from Abby.

What do I need to set up the Abby-monday.com connection?

You need a Zapier account, plus the API key from your Abby portal at my.abby.com under Settings, Integrations, Zapier. Once connected in Zapier, you can create workflows that send call data directly into your monday.com boards.

What are the available triggers for automation?

The Abby integration provides two triggers: New Call Record and New Message. These triggers send the associated call or message data through Zapier, which you can map to fields in your monday.com boards and workflows.

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