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Attio + Beside: Keep your CRM and pipeline always sync from calls

Attio
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Attio + Beside: Keep your CRM and pipeline always sync from calls

Why integrate Attio with Beside

Let AI track the relationship while you focus on the conversation.

How it works

Beside processes calls, voicemails, voice memos, voice notes, and texts, then matches them to an Attio Person. New people are created automatically. When they contact you again, their timeline is updated with AI summaries and transcripts.

Features

  • Create People for first time callers automatically
  • AI notes, transcripts, and follow ups
  • Update pipeline stages and owners
  • Consistent, structured timeline entries

How to connect this app

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

  1. 1

    Download Beside

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

  2. 2

    Open Zapier in Beside

    Go to Settings → Connected Integrations → Zapier. Tap Connect Zapier.

  3. 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. 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. 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.