Close integration

How to connect the sales CRM Close with the sipgate App for contact synchronization and telephony.

Close is a CRM for sales engagement that helps SMBs turn more leads into revenue. With Close, a true multichannel platform, you can contact your leads by email, phone, or SMS from your desktop — all without add-ons. With sipgate, you can make calls directly in Close and use your contacts in the sipgate app. This way, you can 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 Close in the sipgate app

1

Select integration

Click the gear icon on the left in the sipgate app and select the item Integrations .

Under the item Integrations look for the entry Close and click the button Connect with Close.

2

Enter API key

Enter the required API key here.

close_api.png

3

Confirm connection

You have successfully connected Close 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 an API key in your Close account

You can find the required API key in your Close account under the menu item Settings, then API Keys.

About + New API Key you can create a new key. To do this, click on enter name and then on Create API Key.

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How does Click2Dial work with Close?

Log in to Close and click the phone icon in the top right. The pop-up blocker must be disabled.

Go to Phone Settings

1

Enable notifications

Click on Notification: Enable see image 1

2

Load audio devices

then the audio devices should load see image 2

3

Set the calling app

then under Advanced settings: set Call using->"another calling app"

4

Start calls

Clicking on phone numbers now opens the TEL VoIP app If "Enable Notification" is not displayed, delete cookies and log in again, then repeat steps 1-4.

What should I do if another app opens instead of sipgate?

If clicking on a phone number opens another app (e.g. FaceTime or Skype), you must change the default app for tel links in your operating system.

Windows

Open the settings → Default apps, and set sipgate as the default for phone links. More information can be found in the article: Windows – How do I install the sipgate app on Windows?

macOS