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Abby Connect and Microsoft Office 365 Integration

Through Zapier, the Abby Connect AI receptionist integration with Microsoft Office 365 sends caller ID, call notes and start time from each new call to automatically create an Outlook task or send a follow-up email. Teams can act on these alerts to reduce manual work and respond to clients faster.

Use Cases

  • Call Activity Tracked in Excel: When Abby Connect logs a New Call Record, Zapier adds a row to a Microsoft Excel spreadsheet containing the caller ID, notes and call start date/time. Your operations team can review these rows to track communication history and identify recurring client needs.
  • Tasks Created from Call Notes: When Abby Connect logs a New Call Record, Zapier creates a task in Microsoft Outlook with the call notes and receptionist name. Your team can manage follow-ups directly within their task lists, ensuring that no client request is overlooked.
  • Message Inquiries Sent to Outlook Tasks: When Abby Connect receives a New Message, Zapier creates an Outlook task with the caller name and phone number if available, along with case type if available. Your support staff can manage follow-ups from these tasks and maintain visibility into open inquiries.
  • Sales Teams Capture Call Details: When Abby Connect logs a New Call Record, Zapier sends the caller ID and notes to a Microsoft Excel spreadsheet or Outlook task. Sales teams can review logged calls and plan next steps without re-entering information.

Features

  • Automatic Call Logging: Each New Call Record adds caller ID, notes and call start time to a Microsoft Excel row so teams can review call activity later.
  • Create Outlook Tasks from Calls: When a New Call Record is logged, Zapier creates a Microsoft Outlook task with notes and receptionist name, helping teams track follow-ups.
  • Send Messages to Outlook Email: A New Message triggers an email in Microsoft Outlook containing caller details and case type if available, allowing staff to respond promptly.

Resources

FAQs

What does the Abby Connect and Microsoft Office 365 integration do?

This integration sends Abby Connect call details such as caller ID, notes and call start date/time to Microsoft Office 365 through Zapier. Your team can then organize this information in Outlook tasks, Excel spreadsheets, or other Office 365 tools.

Is the Abby Connect and Microsoft Office 365 integration one-way?

Yes. It is a one-way connection through Zapier. Abby Connect sends data outward to Microsoft Office 365, but nothing is sent back or modified in Abby Connect.

How do I set up the Abby Connect integration with Microsoft Office 365?

To set up, sign in to your Zapier account, select Abby Connect as the trigger app and enter your API key from my.abby.com under Settings, Integrations, Zapier. Then connect your Microsoft Office 365 account to complete the Zap.

Which triggers are available for this integration?

The integration supports two triggers: New Call Record and New Message. Each trigger sends the related Abby Connect data to Microsoft Office 365 so your team can manage follow-ups or documentation as needed.

Can this integration help with data entry?

Yes. When a New Call Record or New Message occurs, Zapier can automatically create an Outlook task or add a row to an Excel spreadsheet, helping teams focus on client communication instead of manual entry.

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