HubSpot + Beside: Turn every call and text into HubSpot updates automatically
HubSpot + Beside: Turn every call and text into HubSpot updates automatically
Why integrate HubSpot with Beside
Stop manual logging. Beside writes the notes and keeps deals moving with clear follow ups.
How it works
Each call, voicemail, voice memo, voice note, or text is matched to the right HubSpot Contact. If the person is new, a contact is created. Returning contacts are recognized and their timeline is updated with AI summaries, transcripts, and Tasks.
Features
- Create new contacts for first time callers automatically
- Timeline entries for calls, voicemails, and texts
- AI notes and transcripts on every interaction
- Task creation for next steps and reminders
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 HubSpot
The missed call is not a HubSpot problem. It is a phone problem. Beside picks up, qualifies, and books. HubSpot 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 HubSpot 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 HubSpot 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 HubSpot. You keep using HubSpot as the system of record if that is already how the shop runs.