Pipedrive + Beside: Keep your CRM always sync with your calls
Pipedrive + Beside: Keep your CRM always sync with your calls
Why integrate Pipedrive with Beside
Every conversation becomes clean data and clear next steps.
How it works
Calls, voicemails, voice memos, voice notes, and texts are matched to existing People in Pipedrive. If the number is new, a Person is created automatically. When the same person contacts you again, their timeline is updated with AI summaries and transcripts posted as Activities with due dates.
Features
- Create People for first time callers automatically
- Activities for calls, voicemails, and texts
- AI notes, transcripts, and follow ups
- Clean, reliable pipeline activity logging
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 Pipedrive
The missed call is not a Pipedrive problem. It is a phone problem. Beside picks up, qualifies, and books. Pipedrive 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 Pipedrive 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 Pipedrive 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 Pipedrive. You keep using Pipedrive as the system of record if that is already how the shop runs.