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Abby Connect and Square Integration for Calls

The Abby Connect AI receptionist integration with Square through Zapier sends caller ID, call start date/time and notes from each new call record into Square. This lets your team log customer inquiries alongside sales activity so they can follow up efficiently.

Use Cases

  • Call Records Logged in Square: When Abby Connect logs a New Call Record, Zapier sends caller ID, notes and call start date/time into Square. Your office staff can review these entries to confirm client details and reference past conversations before processing payments or scheduling services.
  • Message Inquiries Sent to Square for Follow-Up: When Abby Connect receives a New Message, Zapier creates a customer note in Square with the caller name and phone number, if available, along with the case type. Your team can manage follow-ups in Square to ensure no customer request is overlooked.
  • Follow-Up Notes Created from Call Details: When Abby Connect logs a New Call Record, Zapier creates a customer note in Square using the caller ID and notes. Sales teams can then review these notes to plan callbacks or next steps.
  • Sales Teams Review Call Activity in Square: When Abby Connect logs a New Call Record, Zapier sends caller ID and call start date/time into Square. Sales teams gain visibility into recent call activity, making it easier to prioritize outreach and track client engagement.

Features

  • Add Call Details to Square: When a New Call Record is logged in Abby Connect, Zapier creates a customer note in Square using caller ID, notes and call start date/time.
  • Send Message Details to Square: When Abby Connect receives a New Message, Zapier creates a customer note in Square with the caller name and phone number, if available, along with the case type.
  • Consolidated Client View: Each New Call Record flows into Square through Zapier, giving your team a single place to view caller details and notes alongside payment and sales information.

Resources

FAQs

What does the Abby Connect and Square integration do?

This integration sends new call and message details from Abby Connect to Square through Zapier. It can include caller ID, notes and call start date/time so your team can log and act on client interactions in Square.

Is the Abby Connect and Square integration one-way?

Yes. It is a one-way connection through Zapier. Abby Connect sends data to Square, but no information flows back into Abby Connect.

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

Sign in to Zapier, connect your Abby Connect account using the API key from my.abby.com under Settings, Integrations, Zapier, then choose Square as the destination app and select your desired trigger.

Which triggers are available for this integration?

The integration supports two triggers in Zapier: New Call Record and New Message. Each trigger sends the related Abby Connect details to Square so your team can create or update customer notes.

What can my team do after call or message data reaches Square?

Once Abby Connect sends the data, teams can review notes, match caller IDs to existing customers, or add payment-related follow-ups. This helps reduce manual entry when managing client records.

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