What does the Abby Connect and Smartsheet integration do?
The integration adds a new row in Smartsheet for each call or message, including fields like caller ID, notes and call start date/time. This log helps teams review call activity and prepare follow-up lists or performance reports.
Is the Abby Connect to Smartsheet integration one-way?
Yes. It is a one-way connection through Zapier. Abby Connect sends call and message data to Smartsheet, but no information flows back into Abby Connect.
Which triggers are available for this integration?
The integration supports two triggers in Zapier: New Call Record and New Message. Each trigger can create a new row in Smartsheet with details such as caller ID, notes and receptionist name.
How do I set up the Abby Connect and Smartsheet integration?
To set up, sign in to Zapier, choose Abby Connect as the trigger app and select either New Call Record or New Message. Then connect your Abby Connect account using the API key from my.abby.com under Settings, Integrations, Zapier.
How can teams use the logged data in Smartsheet?
Teams can filter or group rows by receptionist name or call start date/time to review call patterns, track inquiries, or build follow-up lists. Each new call or message is automatically captured as a row, keeping your sheet current without extra effort.