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Odoo + Beside: Sync calls and notes across Odoo CRM, Contacts, and Helpdesk

Odoo
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Odoo + Beside: Sync calls and notes across Odoo CRM, Contacts, and Helpdesk

Why integrate Odoo with Beside

One stream of truth across modules.

How it works

Events for calls, voicemails, voice memos, voice notes, and texts map to Odoo Contacts and CRM. New people are added automatically as contacts. Known callers are recognized and their records are enriched. Voicemails can create Helpdesk tickets.

Features

  • AI notes and transcripts on Contacts and Opportunities
  • Create Helpdesk tickets from voicemails
  • Recognize and enrich returning callers automatically
  • Consistent updates after each interaction

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.