Home Integrations Sideline
Virtual Phone

Sideline AI-Powered CRM Integration

Connect Sideline to Callably's AI-powered CRM. Every call is transcribed, scored, and turned into a managed lead with appointments, drip sequences, and team analytics built in.

Sideline

Sideline gives you a second phone number for your existing phone, perfect for keeping business and personal calls separate without carrying two phones.

Key Features

  • Second Phone Number
  • Business Texting
  • Voicemail
  • Auto-Reply
  • Team Numbers
  • Call Forwarding
  • Do Not Disturb

What Callably Does With Your Sideline Data

When you connect Sideline to Callably, AI processes every interaction and manages your leads:

  • AI transcription and summarization of every call
  • Automatic lead creation and scoring (Hot, Warm, Cold, New)
  • Contact extraction: names, emails, and company info
  • Appointment scheduling from AI-detected intent
  • Drip sequence enrollment for automated follow-ups
  • Team member tracking and performance analytics
  • Real-time alerts for hot leads and score changes
  • Daily briefings and monthly business reports
  • CRM webhook forwarding with full enriched data

How to Connect Sideline to Your CRM

Get Sideline syncing with your CRM in just a few minutes.

1

Sign Up for Callably

Create your free Callably account. No credit card required to start your trial.

2

Connect Sideline

Enter your Sideline credentials in Callably's settings. We'll securely connect to your account.

3

Add Your CRM Webhook

Optionally add your CRM webhook URL. Callably manages your leads built-in and can also forward enriched data to your existing CRM.

Connect Sideline to These CRMs

Choose your CRM below to see the specific integration details.

Work Management

Sideline + Podio

Sync Sideline calls and SMS to Podio automatically.

Enterprise CRM

Sideline + Salesforce

Sync Sideline calls and SMS to Salesforce automatically.

All-in-One CRM

Sideline + HubSpot

Sync Sideline calls and SMS to HubSpot automatically.

CRM

Sideline + Zoho CRM

Sync Sideline calls and SMS to Zoho CRM automatically.

Sales CRM

Sideline + Pipedrive

Sync Sideline calls and SMS to Pipedrive automatically.

Work Management CRM

Sideline + Monday.com CRM

Sync Sideline calls and SMS to Monday.com CRM automatically.

Sales CRM

Sideline + Freshsales

Sync Sideline calls and SMS to Freshsales automatically.

CRM

Sideline + Copper

Sync Sideline calls and SMS to Copper automatically.

CRM

Sideline + Insightly

Sync Sideline calls and SMS to Insightly automatically.

Sales CRM

Sideline + Nutshell

Sync Sideline calls and SMS to Nutshell automatically.

Inside Sales CRM

Sideline + Close

Sync Sideline calls and SMS to Close automatically.

Small Business CRM

Sideline + Keap

Sync Sideline calls and SMS to Keap automatically.

Marketing Automation CRM

Sideline + ActiveCampaign

Sync Sideline calls and SMS to ActiveCampaign automatically.

All-in-One CRM

Sideline + Bitrix24

Sync Sideline calls and SMS to Bitrix24 automatically.

Enterprise CRM

Sideline + SugarCRM

Sync Sideline calls and SMS to SugarCRM automatically.

Enterprise CRM

Sideline + Microsoft Dynamics 365

Sync Sideline calls and SMS to Microsoft Dynamics 365 automatically.

Sales CRM

Sideline + Zendesk Sell

Sync Sideline calls and SMS to Zendesk Sell automatically.

All-in-One CRM

Sideline + Agile CRM

Sync Sideline calls and SMS to Agile CRM automatically.

Simple CRM

Sideline + Capsule CRM

Sync Sideline calls and SMS to Capsule CRM automatically.

Simple CRM

Sideline + Less Annoying CRM

Sync Sideline calls and SMS to Less Annoying CRM automatically.

Social CRM

Sideline + Nimble

Sync Sideline calls and SMS to Nimble automatically.

Gmail CRM

Sideline + Streak

Sync Sideline calls and SMS to Streak automatically.

Real Estate CRM

Sideline + Follow Up Boss

Sync Sideline calls and SMS to Follow Up Boss automatically.

Real Estate CRM

Sideline + LionDesk

Sync Sideline calls and SMS to LionDesk automatically.

Real Estate Platform

Sideline + kvCORE

Sync Sideline calls and SMS to kvCORE automatically.

Real Estate CRM

Sideline + Propertybase

Sync Sideline calls and SMS to Propertybase automatically.

Real Estate CRM

Sideline + Real Geeks

Sync Sideline calls and SMS to Real Geeks automatically.

Real Estate CRM

Sideline + Wise Agent

Sync Sideline calls and SMS to Wise Agent automatically.

Real Estate Platform

Sideline + BoomTown

Sync Sideline calls and SMS to BoomTown automatically.

Real Estate CRM

Sideline + Sierra Interactive

Sync Sideline calls and SMS to Sierra Interactive automatically.

Financial CRM

Sideline + Redtail CRM

Sync Sideline calls and SMS to Redtail CRM automatically.

Financial CRM

Sideline + Wealthbox

Sync Sideline calls and SMS to Wealthbox automatically.

Field Service CRM

Sideline + ServiceTitan

Sync Sideline calls and SMS to ServiceTitan automatically.

Field Service CRM

Sideline + Jobber

Sync Sideline calls and SMS to Jobber automatically.

Field Service CRM

Sideline + Housecall Pro

Sync Sideline calls and SMS to Housecall Pro automatically.

Frequently Asked Questions

How does the Sideline integration work?
Callably connects to your Sideline account to receive call and SMS events in real-time. Each event is processed, enriched with AI transcription and summaries, and forwarded to your CRM via webhook. Everything happens automatically.
Does Callably support Sideline call recordings?
Yes. Callably automatically downloads, compresses, and stores your Sideline call recordings. Each recording is then transcribed using AI, and both the recording URL and transcription are sent to your CRM.
Can I use Sideline with multiple CRMs?
Callably forwards your Sideline data to your configured CRM webhook endpoint. You can change your CRM destination at any time through your Callably settings.
Is Sideline data processed in real-time?
Yes. Callably processes Sideline events as they happen using webhooks for inbound events. Your CRM receives the data within seconds of a call or SMS occurring.
How much does the Sideline integration cost?
Callably offers a free trial to test the integration. After the trial, affordable plans are available based on your usage. The Sideline integration is included in all plans at no extra cost.

Ready to Turn Your Phone Calls Into Managed Leads?

AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.