Shopify + Beside: Keep Shopify customer records updated from every call

Why integrate Shopify with Beside

Capture the story behind every purchase. Give support and fulfillment clean context.

How it works

For each event, Beside matches the number to a Shopify customer. If no match exists, a customer can be created so history starts from the first interaction. We write AI summaries, transcript links, and follow ups to customer notes, tags, or metafields.

Features

• Auto create customers for first time callers
• Log AI call summaries and transcript links to the customer record
• Add tags or notes to flag priority or issues
• Optional append to order notes when relevant

How to connect this app

Beside uses Zapier to connect with this app and hundreds of others.

Step 1: Download Beside

Install Beside on iOS or Android. Integrations are managed from the mobile app.

Step 2: Open Zapier in Beside

Go to Settings → Connected Integrations → Zapier

Tap Connect Zapier.

Step 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.

Step 4: Set up your workflow

In Zapier, you’ll:

• Choose a Beside trigger, like a new call, voicemail, or message
• Choose an action in the app you selected
  

You can map fields like caller identity, AI summary, owner, and follow-up date.

Step 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.