Monday CRM + Beside: Keep your CRM always sync with your calls

‍Why integrate Monday CRM with Beside

Stop manual data entry. Beside’s AI Receptionist captures every conversation and turns it into clear notes and tasks inside Monday, so your team stays focused on moving deals.

How it works

For every call, voicemail, voice memo, voice note, or text, Beside matches the number or email to an existing contact in Monday CRM. If none exists, a new contact is created. When that person reaches back out, their record is updated with AI summaries, transcript links, and follow ups. You can also post activities to the right board or pipeline group.

Features

• Auto-create contacts for first time callers
• Append AI call summaries, transcript links, and outcomes to the contact
• Create follow up items or tasks with due dates on the correct board
• Consistent, structured updates after each interaction