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.
Platform availability
📌 Platform availability:
📱 iPhone - Salesforce integration is fully supported
🤖 Android - Salesforce integration is fully supported
🌐 Web app at app.beside.com - Salesforce setup is not available from the web app. Once connected from the Beside mobile app, contact and call sync continues to run in the background, including for calls and texts made from the web app.
💻 Beside for macOS - integrations not currently supported
📖 CRM and app integrations (full overview of all integrations)
Connect Salesforce to Beside
The flow is the same on iPhone and Android.
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)?
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.
Can I connect Salesforce from the web app?
Can I connect Salesforce from the web app?
Not yet. Connecting and disconnecting Salesforce is done from the Beside mobile app (iPhone or Android). The web app at app.beside.com does not currently include Salesforce setup. Once Salesforce is connected from the mobile app, calls and contacts created from any platform (including the web app) will continue to sync to Salesforce in the background.
Which Salesforce editions are supported?
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?
Can I connect Salesforce on Android?
Yes. Salesforce is fully supported on Android (parity with iPhone). The setup flow is the same on both platforms: Settings → Integrations → Integrations, then select the line and choose Salesforce.
Can I connect multiple Beside lines to the same Salesforce account?
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?
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.
Can I use both Salesforce and Zapier on the same line?
Can I use both Salesforce and Zapier on the same line?
Yes. The native Salesforce integration and Zapier work independently and can be used together on the same Beside line to extend your workflows.