Follow Up Boss CRM + Beside: Keep your CRM always sync with your calls
Follow Up Boss CRM + Beside: Keep your CRM always sync with your calls
Why integrate Follow Up Boss with Beside
Stop manual data entry. Beside’s AI Receptionist captures every conversation and turns it into clear notes inside Follow up boss, so your team stays focused on moving deals.
How it works
For every call, voicemail, voice memo, voice note, or text, Beside matches the number or email to an existing contact in follow up boss CRM. If none exists, a new contact is created. When that person reaches back out, their record is updated with AI summaries, transcript links, and follow ups. You can also post activities to the right board or pipeline group.
How to connect this app
Beside uses Zapier to connect with this app and hundreds of others.
- 1
Download Beside
Install Beside on iOS or Android. Integrations are managed from the mobile app.
- 2
Open Zapier in Beside
Go to Settings → Connected Integrations → Zapier. Tap Connect Zapier.
- 3
Choose the app you want to connect
Zapier will open in your browser. Search for the app you want to connect and select it. Tap Get started to begin creating your workflow.
- 4
Set up your workflow
In Zapier, choose a Beside trigger (like a new call, voicemail, or message) and choose an action in the app you selected. You can map fields like caller identity, AI summary, owner, and follow-up date.
- 5
Turn it on
Once your Zap is live, new Beside events will automatically sync to the connected app. That's it — no manual exports, no duplicated work.
Why shops connect Follow Up Boss
The missed call is not a Follow Up Boss problem. It is a phone problem. Beside picks up, qualifies, and books. Follow Up Boss is where the record should live if your team already starts the day there. Connecting them means the first conversation of a job is not trapped in voicemail.
Owners usually connect Follow Up Boss after the line is live, not before. Get one week of summaries in Beside, then turn on the sync so you are not piping test calls into production records.
If Follow Up Boss is your CRM, send new contacts and the next step. If it is chat or dispatch, send the summary and the phone number. See CRM, AI Receptionist, and the rest of integrations.
Beside answers the call, writes a summary, and can send the contact, transcript, or a follow-up into Follow Up Boss. You keep using Follow Up Boss as the system of record if that is already how the shop runs.