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Abby Connect and Microsoft SharePoint Integration

The Abby Connect AI receptionist integration with Microsoft SharePoint connects through Zapier to send caller ID, call start date/time, and notes from each call into SharePoint lists or document libraries. This allows teams to organize client interactions and review communication records in one central location.

Use Cases

  • Call Records Logged in SharePoint: When Abby Connect logs a New Call Record, Zapier creates a list item in Microsoft SharePoint with the caller ID, notes, and call start date/time. Your office staff can review these entries to confirm details and plan next steps for client communication.
  • Message Inquiries Added for Follow-Up: When Abby Connect receives a New Message, Zapier adds a list item in Microsoft SharePoint with the caller name, phone number, and case type, if available. Your team can manage follow-ups directly from SharePoint lists without searching through multiple inboxes.
  • Tasks Created from Call Notes: When Abby Connect logs a New Call Record, Zapier can create a task in Microsoft SharePoint using the call notes and caller ID. Your support team can assign ownership, set due dates, and ensure no client request is overlooked.
  • Shared Call Log for Sales Visibility: When Abby Connect logs a New Call Record, Zapier sends the caller ID, receptionist name, and call start date/time to a SharePoint list. Sales teams can reference past interactions, spot patterns, and reduce manual work tracking client outreach.

Features

  • Automatic Call Logging: Each New Call Record adds a new SharePoint list item with caller ID, notes, and call start date/time so teams can review call activity in one place.
  • Create Message Entries: When a New Message arrives, Zapier creates a SharePoint list item containing case type, caller location, and additional caller info, if available.
  • Call Notes in Document Libraries: Zapier logs call notes from each New Call Record into a SharePoint document library, helping teams save time locating past interactions.

Resources

FAQs

What does the Abby Connect and Microsoft SharePoint integration do?

This integration sends Abby Connect call and message details to SharePoint through Zapier. It can include caller ID, notes, and call start date/time so teams can log interactions and manage them within SharePoint lists or document libraries.

Is the Abby Connect and SharePoint integration one-way?

Yes. It is a one-way connection through Zapier. Abby Connect sends data to Microsoft SharePoint, but no information is sent back to Abby Connect or used to change existing call records.

Which triggers are available for sending data to SharePoint?

The integration supports two triggers: New Call Record and New Message. When either event occurs, Zapier can create or update a SharePoint item with the related call or message details.

How do I set up the Abby Connect integration with SharePoint?

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

What can my team do once call data appears in SharePoint?

After Abby Connect sends the details, teams can organize entries, attach related documents, or assign internal tasks. Automatically logging call information where teams already collaborate keeps everything accessible without extra steps.

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