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.
Why shops connect Monday CRM
The missed call is not a Monday CRM problem. It is a phone problem. Beside picks up, qualifies, and books. Monday CRM 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 Monday CRM 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 Monday CRM 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 Monday CRM. You keep using Monday CRM as the system of record if that is already how the shop runs.