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Salesforce + Beside: Keep your CRM always sync with your calls and texts

Salesforce
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Salesforce + Beside: Keep your CRM always sync with your calls and texts

Why integrate Salesforce with Beside

Keep pipeline data accurate without typing. Beside’s AI Receptionist captures every conversation and posts clean notes to the right records.

How it works

For every call, voicemail, voice memo, voice note, or text, Beside matches the number or email to an existing Salesforce Contact. If none exists, a new contact is created. Returning callers are recognized and the existing record is updated with AI summaries, transcripts, and follow ups.

Features

  • Create new contacts for first time callers automatically
  • Attach AI call summaries, transcripts, and voicemail files
  • Create Tasks for follow ups with due dates
  • Reliable, structured 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.