Beside integrates natively with Salesforce, letting you automatically sync contacts and log calls directly into your Salesforce CRM. When a call comes in, Beside creates or updates the Salesforce contact and logs the interaction with a summary, recording, and outcome.

This article covers how to connect Salesforce, what data syncs, and how to disconnect.

✅ Business plan required: The Salesforce integration is available on the 👥 Business plan only.
📖 Plans and pricing

Platform availability

📌 Platform availability:

iPhone - Salesforce integration is fully supported
Android - native CRM integrations are not supported yet. Use Zapier as an alternative.
Beside for macOS - integrations not currently supported

📖 CRM and app integrations (full overview of all integrations)

Connect Salesforce to Beside

Open the Beside mobile app and go to Settings
Under Integrations, tap Integrations
Select the Beside line you want to connect
Choose Salesforce and tap Connect
Sign into your Salesforce account when prompted
Review and approve the permissions Beside requests (read and write access to contacts, calls, and activity records)
Once authorized, you'll be redirected back to Beside where Salesforce will appear as "Connected"

Beside automatically starts syncing your contacts and communications once connected. ✔️

📌 One CRM per line: Each Beside line can only be connected to one CRM at a time. If you're already connected to HubSpot or another CRM, disconnect it first before connecting Salesforce.

What syncs between Beside and Salesforce

Contact sync

New callers are automatically created as Salesforce contacts
AI Receptionist-extracted details (name, email, company) are included when available
If no name is provided during the call, Beside creates a contact using the phone number
If new details appear in later calls or voicemails, the Salesforce contact is updated automatically
Existing fields (First Name, Last Name, Email, Phone) are not overwritten if already populated

Communication sync

Every voice interaction is logged in Salesforce with:

Call summary
Recording (native upload or link)
Call direction (inbound / outbound)
Outcome (answered, AI Receptionist, Beside voicemail)
Link to the Beside call note

📌 One-way sync: The integration currently syncs Beside → Salesforce only. Changes made in Salesforce are not synced back to Beside.

Disconnect Salesforce from Beside

Open the Beside mobile app and go to Settings
Under Integrations, tap Integrations
Select the Beside line connected to Salesforce
Tap Salesforce
Tap Disconnect and confirm

⚠️ Important: Once disconnected, new calls and contacts will no longer sync to Salesforce. Existing data already in Salesforce will remain unchanged.

FAQ

Is two-way sync supported (Salesforce → Beside)?

Not yet. The integration currently syncs Beside → Salesforce only. Two-way sync is being explored for a future update.

Which Salesforce editions are supported?

Beside works with Salesforce editions that support API access, which includes Professional (with API add-on), Enterprise, Unlimited, and Developer editions. Essentials edition does not support API access and is not compatible.

Can I connect Salesforce on Android?

Not yet. Native CRM integrations (including Salesforce) are only available on iPhone. On Android, you can use Zapier as an alternative to connect Beside with Salesforce. 📖 Connect Beside with Zapier

Can I connect multiple Beside lines to the same Salesforce account?

Yes. Each Beside line connects independently, so you can connect multiple lines to the same Salesforce account. Each line will sync its own contacts and call logs.

Will caller details be auto-extracted from calls?

Yes. When a call is handled by the AI Receptionist, Beside automatically extracts the caller's name, email, and company and syncs them to Salesforce. For regular calls, expanded AI extraction is coming soon.