Monday CRM + Beside: Keep your CRM always sync with your calls
Monday CRM + Beside: Keep your CRM always sync with your calls
Why integrate Monday CRM with Beside
Stop manual data entry. Beside’s AI Receptionist captures every conversation and turns it into clear notes and tasks inside Monday, 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 Monday 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.
Features
- Auto-create contacts for first time callers
- Append AI call summaries, transcript links, and outcomes to the contact
- Create follow up items or tasks with due dates on the correct board
- Consistent, structured updates after each interaction
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.