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Connect Beside with Follow Up Boss

Connect Beside to Follow Up Boss to automatically sync contacts and log calls, voicemails, and AI call summaries from your Beside line into your Follow Up Boss CRM.


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

This article covers how to connect Follow Up Boss, what data syncs, and how to disconnect.


Platform availability

📌 Follow Up Boss integration - platform availability:

  • 📱 iPhone - Follow Up Boss is fully supported, from Settings → Integrations

  • 🤖 Android - Follow Up Boss is fully supported (parity with iPhone)

  • 🌐 Beside on the web at app.beside.com - Follow Up Boss setup is supported, from Settings → Phone Numbers → [your line] → Integrations.

📖 Looking for a full overview of all CRM + Zapier integrations available today?

Check out our dedicated article: CRM and app integrations


What the Beside + Follow Up Boss integration does

The Beside Follow Up Boss integration syncs your incoming leads, caller details, and voice interactions directly into Follow Up Boss.

Once connected, you can:

  • Automatically create Follow Up Boss contacts from incoming calls and voicemails

  • Sync caller details extracted by the Receptionist (name, email, company, etc.)

  • Log phone calls and voicemails as activities in Follow Up Boss

  • Attach call summaries, outcomes, and recordings to Follow Up Boss contacts

  • Centralize all inbound communication from Beside into your Follow Up Boss CRM

This integration currently supports one-way sync (Beside → Follow Up Boss).


Connect your Follow Up Boss account to Beside

Follow the steps that match your device:

📱 Beside mobile app (iPhone and Android)

The flow is the same on iPhone and Android.

  1. Open Beside → go to Settings

  2. Under Integrations → tap Integrations

  3. Select the line you want to connect

  4. Choose Follow Up Boss → tap Connect

  5. Sign into your Follow Up Boss account when prompted

  6. Review and approve the permissions Beside requests (read and write access to contacts and activity records)

You'll be redirected back to the Integrations screen, where Follow Up Boss will appear as "Connected". The integration is now live! ✔️

🌐 Beside on the web

  1. Go to app.beside.com and open Settings

  2. Click Phone Numbers and select the line you want to connect

  3. Open the Integrations tab

  4. Next to Follow Up Boss, click Connect

  5. Sign into your Follow Up Boss account when prompted, then review and approve the requested permissions (read and write access to contacts and activity records)

You'll be redirected back to the Integrations tab, where Follow Up Boss will appear as "Connected". The integration is now live! ✔️

📌 One CRM per line: Each Beside line can only be connected to one CRM at a time. If the line is already connected to HubSpot or another CRM, disconnect it first before connecting Follow Up Boss.


How the sync works

Contact sync

  • New callers become Follow Up Boss contacts automatically

  • 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 Follow Up Boss contact is updated automatically

Communication sync

Every voice interaction is logged in Follow Up Boss with:

  • Call summary

  • Recording (native upload or link)

  • Call direction (inbound / outbound)

  • Outcome (answered, Receptionist, Beside voicemail)

  • Link to the Beside call note

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


Disconnect Follow Up Boss from Beside

From the Beside mobile app (iPhone or Android):

  1. Open Beside → go to Settings

  2. Under Integrations, tap Integrations

  3. Select the line connected to Follow Up Boss

  4. Tap Follow Up Boss

  5. Tap Disconnect and confirm

From Beside on the web:

  1. Go to app.beside.comSettings → Phone Numbers

  2. Select the line connected to Follow Up Boss

  3. Open the Integrations tab

  4. Next to Follow Up Boss, click Disconnect and confirm

Follow Up Boss will no longer appear as connected for that line. ✔️

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


FAQ

Is two-way sync supported (Follow Up Boss → Beside)?

Not yet. The integration currently syncs Beside → Follow Up Boss only.

Can I connect Follow Up Boss from the web app?

Yes. Follow Up Boss setup is available on Beside on the web at app.beside.com, per line, from Settings → Phone Numbers → [your line] → Integrations. The setup steps are the same as on the Beside mobile app.

Can I connect Follow Up Boss from Android?

Yes. Follow Up Boss is fully supported on Android (parity with iPhone). The setup flow is the same: Settings → Integrations, then select the line and choose Follow Up Boss.

Can I connect multiple Beside lines to the same Follow Up Boss account?

Yes. Each Beside line connects independently, so you can connect multiple lines to the same Follow Up Boss account. Each line syncs its own contacts and call logs.

Will caller details be auto-extracted from calls?

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

Can I use both Follow Up Boss and Zapier on the same line?

Yes. The native Follow Up Boss integration and Zapier work independently and can be used together on the same Beside line to extend your workflows.

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