1.Captures new call details
Integrate Beside and phone data capture tools to log caller number, call summary, timestamps, and outcome after a new call event ends.
Log completed calls to CRM contact and organisation records
Automatically capture new calls across Beside and Salesmate. Create and update call records when calls end, new call events start, or caller details arriveβso you can protect follow-up and avoid manual logging.
How this automation preserves your call history
When a new call event happens in Beside, follow-up context can slip and agents waste time searching for the right record. This automation formats caller numbers and logs call activities in Salesmateβso your team can reply with details attached automatically.
Besideor swap with your favorite app
2.Formats caller number for matching
Integrate Formatter by Zapier and phone formatting rules to map the caller number to a normalized E.164-style number for matching.
Formatter by Zapieror swap with your favorite app
3.Finds contact by formatted phone
Integrate Salesmate and CRM lookup tools to map formatted phone to contact phone for a contact ID lookup.
Salesmateor swap with your favorite app
4.Finds or creates the company
Integrate Salesmate and company record tools to locate or create the company record from call context or contact fields.
5.Creates linked call activity
Integrate Salesmate and CRM activity tracking tools to create a Call activity, map timestamps, and associate it with contact and company IDs.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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