EspoCRM integration

How to connect the open-source CRM EspoCRM with the sipgate App for contact synchronization and telephony.

EspoCRM is an open-source CRM software that allows all business relationships to be displayed, entered, and evaluated regardless of type.

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

Integration of EspoCRM in the sipgate app:

1

Select integration

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

Under "Integrations", search for the entry "EspoCRM" and click the "Connect with EspoCRM" button.

2

Enter API data

Enter the required API key and API URL here.

EspoCRM_API.png

3

Confirm connection

This means you have successfully connected EspoCRM 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 EspoCRM account:

1

Create role

In the first step, you need to create a role with the necessary permissions. In your account, select "Administration" at the top right under the button with the three dots.

EspoCRM1 Kopie.png

In the following window, select the entry "Roles" under "Users".

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Click the "Create Role" button.

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First, assign any name to the new role. Then activate the following scopes from the "Scope Level" list: "Accounts", "Contacts", "Leads", and "Users". Then save your entry with "Save".

EspoCRM4 Kopie.png

2

Create API user

In the second step, create a new user and assign the role you just created to them. To do this, click the button with the three dots again in the top right and select "Administration" once more.

Then select the entry "API Users" under "Users".

EspoCRM6 Kopie.png

Give the user any name and assign the previously created role to them. Please make sure that the "Authentication Method" is set to "API Key". Then save your entries with "Save".

EspoCRM7 Kopie.png

3

Copy API key

You can now find the required API key for the newly created user. Enter this API key and the API URL: https://kundensubdomain.espocloud.XX or your own self-hosted domain https://firma.de in the sipgate app.

EspoCRM8 Kopie.png

Important: To enable the self-hosted Espo CRM solution in your firewall setup, you must allow the Espo-Bridge at espocrm.integration.sipgate.cloud and port 443. This is required so that the sipgate app can successfully load the CRM contacts.