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Abby Connect and SendGrid Integration for Alerts

When Abby Connect logs a New Call Record, Zapier sends details like caller ID, call start date/time and notes to SendGrid, triggering an automated email to your team. This keeps everyone informed about incoming calls without copying information by hand.

Use Cases

  • Call Detail Emails for Your Team: When Abby Connect logs a New Call Record, Zapier sends an email through SendGrid containing the caller ID, notes and call start date/time. Email marketing or sales teams can use these details to tailor follow-up communications or verify contact accuracy before launching campaigns.
  • Follow-Up Emails from New Messages: When Abby Connect receives a New Message, Zapier sends an email via SendGrid with the case type and caller name and phone number if available. Your support staff can then follow up on each inquiry promptly, ensuring no message goes unanswered.
  • Call Note Alerts for Quick Action: When Abby Connect logs a New Call Record, Zapier sends an email through SendGrid that includes the caller ID and notes. Team members receive the context they need to take next steps without switching between tools.
  • Message Notifications for Office Managers: When Abby Connect receives a New Message, Zapier sends an email via SendGrid with the case type and caller location if available. Office managers stay informed about incoming message activity and can coordinate team responses accordingly.

Features

  • Send Call Details via Email: When a New Call Record is logged, Zapier sends caller ID, notes and call start date/time through SendGrid so your team receives call details by email.
  • Message Notification Emails: Zapier sends a SendGrid email each time a New Message arrives, including case type and caller info if available, helping teams respond quickly.
  • Automatic Call Logging Alerts: Each New Call Record triggers a SendGrid email containing the receptionist name and call start date/time, keeping your team informed about every interaction.

Resources

FAQs

What does the Abby Connect and SendGrid integration do?

This integration sends Abby Connect call and message details-such as caller ID, notes and call start date/time-to SendGrid through Zapier. Teams can then use this data to trigger or personalize outgoing emails.

Is the Abby Connect and SendGrid integration one-way?

Yes. It is a one-way connection through Zapier. Abby Connect sends data to SendGrid, but no information is sent back to Abby Connect or used to modify its records.

How do I set up the Abby Connect and SendGrid integration?

To set it up, sign in to Zapier, choose Abby Connect as the trigger app and select SendGrid as the action app. You will need your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier.

Which triggers are available for this integration?

The integration supports two triggers: New Call Record and New Message. Each trigger can send details like notes, receptionist name and caller ID to SendGrid for automated email actions.

Can my team use this integration to reduce manual email entry?

Yes. When a New Call Record or New Message occurs in Abby Connect, Zapier can automatically send the details to SendGrid, allowing your team to focus on managing responses instead of re-entering data.

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