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Abby Connect Microsoft Office 365 Integration

Connect Abby Connect AI Receptionist with Microsoft Office 365 to automate follow-up workflows and save time. Each call can trigger automatic follow-up emails, add callers to your email lists, and log key details in contact records. This one-way integration helps reduce manual work and keeps communication consistent.

Use Cases

  • Automated Call Logging: Incoming calls handled by the Abby Connect AI receptionist are automatically recorded in Microsoft Excel via Office 365. Caller details, timestamps, and notes sync instantly, helping small businesses save time and reduce manual work.
  • Lead Capture Workflow: When the AI receptionist receives a new inquiry, a record is created in Microsoft Lists with caller data and message details. This integration helps teams organize leads, trigger follow-up workflows, and connect communication channels efficiently.
  • Case Management Updates: Each new message from the virtual receptionist automatically populates a task in Microsoft Planner. By storing caller information and notes, businesses can automate phone call data handling and ensure prompt responses without manual entry.
  • Performance Tracking: Abby Connect sends call activity summaries to Microsoft Excel or Power BI for analysis. Managers can view receptionist interactions, durations, and call volumes to identify trends, improve staffing, and streamline operations through integrated reporting.

Features

  • Automate Call Logging: Instantly send new Abby Connect call details into Office 365 through Zapier.
  • Create Accurate Records: Capture caller info and notes to automatically build new contacts or tasks.
  • Track Every Interaction: Log calls and messages in Office 365 to keep communication history organized.

Resources

FAQs

How does Abby Connect integrate with Microsoft Office 365?

The Abby Connect AI Receptionist integrates with Office 365 through Zapier. When a new call record or message is created in Abby, the information can be sent to Office 365 apps such as Outlook or Excel for logging, tracking, or reporting purposes.

What information is shared from Abby Connect to Office 365?

The integration can share call record details such as caller ID, transfer number, receptionist name, call time, and notes. For messages, fields like case type or caller location can also be sent to Office 365 for documentation and workflow updates.

Can data flow both ways between Abby Connect and Office 365?

No, it cannot. The integration is one-way only and sends data from Abby Connect to Office 365 apps. Office 365 cannot update, create, or modify data in Abby through this connection. Abby functions as the data source, not the destination.

What do I need to set up the Abby Connect-Office 365 integration?

Setup requires a Zapier account and your Abby API key, which you can find under Settings, Integrations, Zapier in your Abby dashboard. Once connected, you can create Zaps using the New Call Record or New Message triggers to send data to Office 365.

Which Abby Connect triggers work with Office 365?

The available triggers for this integration are New Call Record and New Message. When either event occurs in Abby, the chosen details are automatically sent to Office 365 apps via Zapier to help keep your team’s communication logs organized.

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