Odoo + Beside: Sync calls and notes across Odoo CRM, Contacts, and Helpdesk
Odoo + Beside: Sync calls and notes across Odoo CRM, Contacts, and Helpdesk
Why integrate Odoo with Beside
One stream of truth across modules.
How it works
Events for calls, voicemails, voice memos, voice notes, and texts map to Odoo Contacts and CRM. New people are added automatically as contacts. Known callers are recognized and their records are enriched. Voicemails can create Helpdesk tickets.
Features
- AI notes and transcripts on Contacts and Opportunities
- Create Helpdesk tickets from voicemails
- Recognize and enrich returning callers automatically
- Consistent 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 Odoo
The missed call is not a Odoo problem. It is a phone problem. Beside picks up, qualifies, and books. Odoo 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 Odoo 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 Odoo 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 Odoo. You keep using Odoo as the system of record if that is already how the shop runs.