⭐ Business plan feature:
All integrations - native CRM (HubSpot, Salesforce, Zoho, Follow Up Boss) and Zapier - are only available on the 👥 Business plan.
Beside offers two ways to connect with the tools you already use:
Native CRM integrations - HubSpot, Salesforce, Zoho, Follow Up Boss
Zapier - connect Beside to 7,000+ apps for automation and workflows
Both require the 👥 Business plan. Here's what's available on each platform.
📌 Platform availability at a glance:
📱 iPhone - native CRM integrations + Zapier - 👥 Business plan required
🤖 Android - Zapier only (native CRM integrations not yet supported) - 👥 Business plan required
💻 Beside for macOS - integrations not currently supported
Native CRM integrations
Beside integrates directly with the following CRMs:
HubSpot
Salesforce
Zoho
Follow Up Boss
Each Beside line can only be connected to one CRM at a time, but different lines can use different CRM integrations.
Connect your CRM to Beside
Follow the steps that match your device. A 👥 Business plan is required.
iPhone
iPhone
Open Beside → go to Settings
Under Integrations → tap Connected Integrations
Select the Beside line you want to connect
Choose the CRM you want to connect: HubSpot, Salesforce, Zoho, or Follow Up Boss
Follow the authorization flow - you may be asked to sign in and grant permissions
Once authorized, Beside automatically starts syncing your contacts and communications. ✔️
Android
Android
Native CRM integrations are not yet supported on Android. Zapier is available - see the Zapier section below.
Open Beside → go to Settings
Scroll down to Integrations → tap Zapier
What syncs when you connect a CRM
Once connected, Beside automatically syncs contacts and voice communications from your Beside line.
Contact sync
Contact sync
When a new contact appears in Beside, a matching contact is automatically created in your CRM. Here's the logic:
If the call went through your AI Receptionist - Beside extracts the caller's first name, last name, and email and includes them when creating the CRM contact.
If no name is provided during the call - Beside still creates the CRM contact using the phone number as the contact name, so you never end up with blank records.
If new information becomes available later - if the AI Receptionist learns a name or email in a later call or voicemail, Beside automatically updates the existing CRM contact.
Communication sync
Communication sync
Every new voice interaction is logged in your CRM - phone calls, AI Receptionist calls, and voicemails. Each logged communication includes:
Title
Call summary
Recording (native upload or link, depending on the CRM)
Link to the Beside call note
Direction (inbound / outbound)
Outcome (answered, AI Receptionist, Beside voicemail)
Zapier - connect Beside to 7,000+ apps
Zapier is a workflow automation tool that connects Beside to thousands of apps - task managers, CRMs, productivity tools, and more - with no code needed. Available on the 👥 Business plan.
Zapier works by pairing a trigger (an event in one app) with an action (something that happens automatically in another app). For example: when you finish a call in Beside, automatically create a task in your project manager.
Connect Zapier to Beside
Connect Zapier to Beside
Sign up for Zapier (free forever plan available; paid plans scale with usage)
Create a new Zap and choose Beside as the trigger
Select the trigger event you want to use
Click Sign In and authenticate using Apple or SMS
🟡 SMS authentication: Use your primary number linked to Beside to log in - not your Beside number.
Grant Zapier permissions to access your account - click Allow
Define the action that should happen when your trigger fires. 📖 Create your first Zap
Test your Zap before publishing to confirm it works as expected
Click Publish to activate your Zap
What apps can I connect to Beside?
What apps can I connect to Beside?
Zapier supports 7,000+ apps. You can browse the full list at zapier.com/apps.
Who to contact for help with Zapier
Who to contact for help with Zapier
Because workflows are built and managed inside Zapier, our team cannot access your Zaps, logs, or error details.
Beside support can help with: connecting your Beside account to Zapier, questions about Beside features, and understanding what's possible with the integration.
Zapier support can help with: building and troubleshooting Zaps, fixing connection errors between apps, investigating failed automations, and optimizing your workflows.
👉 Get started with Beside on Zapier:
FAQ
I'm on the Starter plan - can I use integrations?
I'm on the Starter plan - can I use integrations?
No - all integrations (native CRM and Zapier) require the 👥 Business plan. 📖 Plans and pricing
Can I connect HubSpot to Beside?
Can I connect HubSpot to Beside?
Yes - HubSpot is fully supported and syncs contacts, call logs, and AI summaries. 📖 Connect Beside with HubSpot
Can I connect different CRMs per Beside line?
Can I connect different CRMs per Beside line?
Yes. Each Beside line connects to one CRM at a time, but different lines can use different CRM integrations.
Can I sync contacts both ways between Beside and my CRM?
Can I sync contacts both ways between Beside and my CRM?
Not yet. Today's sync is one-way: Beside sends data to your CRM. Two-way sync is being explored for a future update.
Will Beside extract more contact information automatically?
Will Beside extract more contact information automatically?
Yes - expanded AI extraction is already live for calls handled by the AI Receptionist. Automatic name, email, and company detection for regular calls, voicemails, and SMS is coming.
Will my CRM contact details appear when my phone rings?
Will my CRM contact details appear when my phone rings?
Not yet. A future update will display CRM information as soon as a call rings, making it easier to identify existing leads or customers before answering.