AgileCRM integration

How to connect AgileCRM with the sipgate App for contact synchronization and telephony directly from the CRM.

Agile CRM is an all-in-one CRM with sales, marketing, and service automation in a single platform. It includes sales tracking, contact management, marketing automation, web analytics, two-way email, telephony, and a help desk with a simple, clean, and modern interface.

With sipgate, you can make calls directly in AgileCRM and use your contacts in the sipgate app. This way, you always see who is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Integration of AgileCRM in the sipgate app:

1

Select integration

In the sipgate app, click the gear icon on the left and select the "Integrations" item. Under "Integrations", look for the "Actaport" entry and click the "Connect with Actaport" button. Under "Integrations", look for the "AgileCRM" entry and click the "Connect with AgileCRM" button.

2

Enter API data

Enter the required API key and API URL here.

Important: The API key must be entered in the form "email address:API key".

As the email address, please use the email you use to log in to AgileCRM.

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3

Confirm connection

You have now successfully connected AgileCRM and the sipgate app.

Note: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.

Find or create the API key in your AgileCRM account:

1

Open Admin Settings

In your account, click the user icon in the top right and select "Admin Settings".

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2

Select Developers & API

Now select "Developers & API" from the menu.

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3

Copy API key

You will find the required API key under the "REST API" entry.

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