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.

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.