Microsoft Teams + Beside: Post real time call summaries and alerts to Teams
Microsoft Teams + Beside: Post real time call summaries and alerts to Teams
Why integrate Microsoft Teams with Beside
Keep everyone aligned without switching tools.
How it works
For every call, voicemail, voice memo, voice note, or text, Beside posts a structured card to Microsoft Teams. New people can be added as contacts automatically. Returning people are recognized and their ongoing thread is updated with AI notes, transcript links, and suggested next steps.
Features
- Instant alerts for calls, voicemails, and texts in Teams
- Threaded AI summaries with key moments and action items
- Missed call notifications that show if the caller is new or returning
- Route by phone number, team, or business hours
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 Microsoft Teams
The missed call is not a Microsoft Teams problem. It is a phone problem. Beside picks up, qualifies, and books. Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams. You keep using Microsoft Teams as the system of record if that is already how the shop runs.