How does the Abby Connect AI Receptionist integrate with Zoho CRM?
The integration works through Zapier. When a new call record or message is created in Abby, the information can be sent automatically to Zoho CRM to create leads, contacts, or log activities.
Can Zoho CRM update information or settings in Abby Connect?
No. The integration is one-way only. Data flows from Abby Connect to Zoho CRM but Zoho CRM cannot update, change, or push information back into Abby’s system or adjust its configuration.
What call details are shared with Zoho CRM through integration?
Call records include caller ID, receptionist name, transfer number, called number, notes, and date or time of the call. For messages, you can send details like case type, location, and custom caller information.
What steps are required to set up the Abby-Zoho CRM integration?
You will need a Zapier account and an API key from your Abby Connect portal under Settings, Integrations, then Zapier. Once connected, you can build a Zap to send call or message data to Zoho CRM.
What triggers are available to send Abby call data into Zoho CRM?
There are two triggers available: New Call Record and New Message. Each trigger can be connected via Zapier to different actions in Zoho CRM, such as creating a new lead or adding a note.
