How does the Abby Connect and SendGrid integration work?
The integration uses Zapier to send call and message data from Abby Connect to SendGrid. You can trigger automated emails when new calls or messages are logged in Abby. This is a one-way connection from Abby to SendGrid only.
What data can be sent from Abby Connect to SendGrid?
The integration can send call record fields such as caller ID, call time, receptionist name, and notes. For messages, you can include details like case type or caller location. These details can be added to SendGrid templates automatically.
Can I use this integration to update or change Abby settings?
No, the integration cannot import data into or modify settings within Abby. It only sends information out of Abby into SendGrid or other connected systems through Zapier. Abby remains the source of data in this setup.
What do I need to set up the Abby Connect-SendGrid integration?
You’ll need an active Zapier account and your Abby Connect API key, which you can find under Settings, Integrations, Zapier in your Abby dashboard. Once connected, you can choose SendGrid as the app that receives your data.
What triggers are available for automating emails in SendGrid?
Abby Connect provides two triggers for the integration: New Call Record and New Message. When either event occurs, Zapier can send the information to SendGrid, allowing you to automate custom email communication efficiently.
