> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/crm-now-integration.md).

# crm-now integration

crm-now is the ideal solution for small and medium-sized businesses that need a tool to improve their sales process and customer support without having to maintain their own technical infrastructure for it.

With sipgate, you can make calls directly from crm-now 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.

**Integration of crm-now in the sipgate app:**

{% stepper %}
{% step %}
**Select integration**

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

Under the "Integrations" section, search for the entry "crm-now" and click the "Connect with crm-now" button.

![crm-now.png](/files/b434890da0632b5025b657eaf8736d80ced16930)
{% endstep %}

{% step %}
**Enter API data**

Enter the required API key and API URL here.

{% hint style="warning" %}
**Please note: The API key must be entered in the form "Username:access key".**
{% endhint %}

![crm-now\_api.png](/files/37d26e71e2b030887b1cb724057ac03f0effb3be)
{% endstep %}

{% step %}
**Confirm connection**

You have now successfully connected crm-now and the sipgate app.

{% hint style="info" %}
Note: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.
{% endhint %}
{% endstep %}
{% endstepper %}

**Find the API key in your crm-now account:**

{% stepper %}
{% step %}
**Open settings**

Log in to your crm-now account, click on your user in the top right, and select the menu item "My settings".

![crm-now1 Kopie.png](/files/03c8173b575d47468c8a4181d22ff764406b0d68)
{% endstep %}

{% step %}
**Copy access key**

In the new window, you will find the item "advanced options" as the second-to-last entry and the required access key (API key).

![crm-now2 Kopie.png](/files/b4f808d4bf8f9243893a76637bad352ce7fb3cdb)
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/crm-now-integration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.