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Abby Connect and Tally Integration for Calls

Connect Abby Connect AI receptionist with Tally to automatically capture caller details and survey feedback as form submissions. This integration helps small businesses save time, reduce manual work, and streamline lead tracking by turning phone conversations into structured data, all synced directly into Tally.

Use Cases

Call Data to CRM: With Abby Connect integrated to Tally, every new call record is saved as a form entry. Caller ID, notes, and timestamps flow in automatically, reducing manual work and helping small businesses track leads efficiently.
Automated Intake Forms: When the AI receptionist captures a new message, the details can connect to a Tally form. This automates data entry into custom fields, helping service providers collect caller info consistently without staff involvement.
Workflow Triggers: A new call record from Abby Connect can trigger a Tally submission that notifies internal teams. This setup allows small businesses to save time, automate updates, and ensure no client interaction is overlooked.
Case Tracking System: Using the virtual receptionist, calls logged in Abby Connect sync to specific Tally records. Law firms or consultancies can automate phone call data collection, link cases to each caller, and maintain accurate client history.

Features

Automate Call Logging: Capture new call records from Abby and log details directly into your Tally forms.
Sync Messages to Tally: Send new Abby receptionist messages with caller info directly into your Tally database.
Track Caller Activity: Record call notes, times, and receptionist details in Tally for easy review and reporting.

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FAQs

How does the Abby Connect and Tally integration work?

Abby Connect sends call and message data to Tally using Zapier. When a new call record or message is created, that information is automatically sent to Tally forms or tables for tracking and follow-up.

What type of call details can be sent into Tally?

Call records include notes, transfer number, called number, receptionist name, caller ID, and call start time. This data flows from Abby into Tally via Zapier, making it easy to organize call activity.

Can Tally update or change data inside Abby Connect?

No. The integration is one-way only. Data moves from Abby Connect to Tally through Zapier. Tally cannot update, create, or modify Abby settings or records. Abby remains the source of call and message information.

What triggers are available for use with Tally?

The two available triggers are New Call Record and New Message. These trigger actions in Tally through Zapier, such as creating new form entries or updating tables, using Abby’s call and message data.

What setup steps are required for this integration?

You will need an active Zapier account and an API key from your Abby Connect portal. The API key can be found under Settings, Integrations, and then Zapier. Once connected, Zapier can route Abby data into Tally.

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