Odoo + Beside: Sync calls and notes across Odoo CRM, Contacts, and Helpdesk
Why integrate Odoo with Beside
One stream of truth across modules.
How it works
Events for calls, voicemails, voice memos, voice notes, and texts map to Odoo Contacts and CRM. New people are added automatically as contacts. Known callers are recognized and their records are enriched. Voicemails can create Helpdesk tickets.
Features
- AI notes and transcripts on Contacts and Opportunities
- Create Helpdesk tickets from voicemails
- Recognize and enrich returning callers automatically
- Consistent updates after each interaction
How to connect this app
Beside uses Zapier to connect with this app and hundreds of others.
Step 1: Download Beside
Install Beside on iOS or Android. Integrations are managed from the mobile app.
Step 2: Open Zapier in Beside
Go to Settings → Connected Integrations → Zapier
Tap Connect Zapier.
Step 3: Choose the app you want to connect
Zapier will open in your browser.
Search for the app you want to connect and select it.
Tap Get started to begin creating your workflow.
Step 4: Set up your workflow
In Zapier, you’ll:
- Choose a Beside trigger, like a new call, voicemail, or message
- Choose an action in the app you selected
You can map fields like caller identity, AI summary, owner, and follow-up date.
Step 5: Turn it on
Once your Zap is live, new Beside events will automatically sync to the connected app.
That’s it. No manual exports. No duplicated work.
odoo.com
Only available on iOS and Android.
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