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Abby Connect and Smartsheet Integration

The Abby Connect AI receptionist integration with Smartsheet through Zapier automatically adds a new row for each call, capturing caller ID, call start date/time and receptionist name. Your team can use this call log to track client interactions, build reports and maintain organized records that reduce manual data entry.

Use Cases

  • Call Log for Office Managers: When Abby Connect logs a New Call Record, Zapier creates a new row in Smartsheet with caller ID, call start date/time and notes. Office managers can review these logs to confirm call handling and maintain accurate communication records.
  • Inquiry Tracking for Support Teams: When Abby Connect receives a New Message, Zapier adds a new row in Smartsheet with caller name, phone number and additional caller info if available. Support teams can use this sheet to manage follow-ups and ensure every inquiry is addressed.
  • Routing Analysis for Operations: When Abby Connect logs a New Call Record, Zapier creates a Smartsheet row with call start date/time, along with called number and transfer number when configured. Operations teams can analyze routing patterns to understand call flow and improve resource allocation.
  • Caller List for Sales Follow-Up: When Abby Connect logs a New Call Record, Zapier adds the caller ID, notes and receptionist name to a Smartsheet list. Sales teams can review this sheet to prioritize outreach and track new opportunities.

Features

  • Automatic Call Logging: Each New Call Record adds a Smartsheet row with caller ID, call start date/time and receptionist name so teams can review call activity at a glance.
  • Message Inquiry Rows: When a New Message is received, a new row is created in Smartsheet with caller name and phone number, helping teams organize follow-up lists.
  • Detailed Call Records: Each New Call Record can log notes and receptionist name into Smartsheet, along with called number and transfer number when configured, for routing analysis and reporting.

Resources

FAQs

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.

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