Square + Beside: Keep Square customer records updated from every call
Square + Beside: Keep Square customer records updated from every call
Why integrate Square with Beside
Give support the story behind every purchase. Reduce callbacks and speed up resolutions.
How it works
For each call, voicemail, voice memo, voice note, or text, Beside matches the number to a Square customer. If no match exists, a customer can be created so history starts on the first interaction. We then write AI summaries and transcript links to the profile or notes your team uses.
Features
- Auto create customers for first time callers
- Log AI summaries and transcript links to the customer record
- Add notes or tags to flag issues and next steps
- Consistent post call updates for support
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 Square
The missed call is not a Square problem. It is a phone problem. Beside picks up, qualifies, and books. Square 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 Square 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 Square 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 Square. You keep using Square as the system of record if that is already how the shop runs.
No. The phone stays in Beside. Square keeps the records you already live in. The point of the integration is that nobody retypes the call.
No. Beside has its own inbox, contacts, and summaries. Connect Square when you want the call to land next to the rest of the book of business.
Most connections go through Zapier or a native link and take a few minutes after the Beside line is live. If a native Square connection is marked coming soon, the Zapier path still works.
Start with new contacts and the call summary. Add transcripts and booking times once that is stable. Junk fields create junk CRM.