Salesforce + Beside: Keep your CRM always sync with your calls and texts

Why integrate Salesforce with Beside

Keep pipeline data accurate without typing. Beside’s AI Receptionist captures every conversation and posts clean notes to the right records.

How it works

For every call, voicemail, voice memo, voice note, or text, Beside matches the number or email to an existing Salesforce Contact. If none exists, a new contact is created. Returning callers are recognized and the existing record is updated with AI summaries, transcripts, and follow ups.

Features

• Create new contacts for first time callers automatically
• Attach AI call summaries, transcripts, and voicemail files
• Create Tasks for follow ups with due dates
• Reliable, structured updates after each interaction‍