CiviCRM integration

This is how you connect the open-source CRM CiviCRM with the sipgate app for contact synchronization and telephony.

CiviCRM is a web-based, open-source CRM that meets the needs of non-profit organizations and other civil society organizations. It is easy to use, customize, and extend.

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

Integrating CiviCRM into the sipgate app:

1

Select integration

In the sipgate app, click the gear icon on the left and select the "Integrations" item.

Under "Integrations," find the entry "CiviCRM" and click the "Connect with CiviCRM" button.

2

Enter API data

Enter the required API key and API URL here.

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3

Confirm connection

You have now successfully connected CiviCRM and the sipgate app.

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

Find or create the API key in your CiviCRM account:

Important: To be able to create an API key, the API Key Management module must first be installed. In CiviSpark, it is installed but not activated. To activate it, please contact CiviCRM Support.

1

Activate module

You can find the settings for the API Key Management module in your CiviCRM account under "Administration", "System Settings", "Extensions".

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The API Key Management module.

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2

Search contact

After successful activation, select "Search" in the top navigation and then the submenu "Find Contacts".

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In the new window, you can leave all fields blank and click the "Search" button directly.

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Select any contact.

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3

Create user account

Now click the "Action" button in the top left of the window.

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Select "Create user account".

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4

Assign administrator role

Click the "Edit" item in the menu and select the "administrator" entry under "Roles". Save your input with the "Save" button.

5

Generate API key

Now return to the detail page of the selected contact and select the "API Key" entry on the left. Then click the "+ Add API Key" button on the right side of the window.

By clicking the "Generate" button, you create a new API key.

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