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

Why integrate Pipedrive with Beside

Every conversation becomes clean data and clear next steps.

How it works

Calls, voicemails, voice memos, voice notes, and texts are matched to existing People in Pipedrive. If the number is new, a Person is created automatically. When the same person contacts you again, their timeline is updated with AI summaries and transcripts posted as Activities with due dates.

Features

• Create People for first time callers automatically
• Activities for calls, voicemails, and texts
• AI notes, transcripts, and follow ups
• Clean, reliable pipeline activity logging

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.