Salesforce + Beside: Keep your CRM always sync with your calls and texts
Salesforce + Beside: Keep your CRM always sync with your calls and texts
Why integrate Salesforce with Beside
Keep pipeline data accurate without typing. Beside’s AI Receptionist captures every conversation and posts clean notes to the right records.
How it works
For every call, voicemail, voice memo, voice note, or text, Beside matches the number or email to an existing Salesforce Contact. If none exists, a new contact is created. Returning callers are recognized and the existing record is updated with AI summaries, transcripts, and follow ups.
Features
- Create new contacts for first time callers automatically
- Attach AI call summaries, transcripts, and voicemail files
- Create Tasks for follow ups with due dates
- Reliable, 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 Salesforce
The missed call is not a Salesforce problem. It is a phone problem. Beside picks up, qualifies, and books. Salesforce 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 Salesforce 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 Salesforce 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 Salesforce. You keep using Salesforce as the system of record if that is already how the shop runs.