Every call creates or updates a Contact or Lead in your Salesforce, with the call details logged, so your team works from one record.
What does it do?
Looks up the caller by email, or by email or phone.
Creates or updates a Contact or a Lead — you choose which, for each call type.
Logs the call details, mapped to the Salesforce fields you choose.
It can also create a record for live chats.
How do I set it up?
Sign in at my.abby.com and go to Account > Integrations. Find Salesforce.
Click Connect, sign in to Salesforce and approve access. You don't need to copy any passwords or tokens.
Choose your settings: How to Match Contact (Email Only, or Email or Phone), Contact Fields to Update, Field Mappings (which Abby call detail goes into which Salesforce field), Lead Source, and Object to Create for LiveChat.
For each call type, switch it on and choose the Object to Create: Contact or Lead.
Good to know
To stop syncing, click Disconnect.
Use Reconnect if Salesforce asks you to sign in again.
Only account users with Admin or Full access can see the Integrations page.