# fincrm integration

fincrm is an innovative software solution for financing intermediaries in the real estate industry. Thanks to centralized data, you can comprehensively plan and document all activities.

With sipgate, you can make calls directly from fincrm 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 phone system with the telephony app for desktop and mobile.

**Integration of fincrm into 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 "fincrm" and click the "Connect with fincrm" button. ![fincrm-login.png](/files/7812d30cf56c2453b9396ce8b688c590e58fc443)
{% endstep %}

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

Enter the required API key and API URL here.

![fincrm-api.png](/files/0a0bdb4ab719b45ff7d2f517f2da49cbc0e85e8a)
{% endstep %}

{% step %}
**Confirm connection**

This means you have successfully connected fincrm 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 or create API key in your fincrm account:**

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

Click the "gear icon" on the left side of the screen to go to the settings.

![fincrm1 Copy.png](/files/8ae92dce54fc3e6300742bc63e3e5e29967a8691)
{% endstep %}

{% step %}
**Create token**

Now select "Personal Access Token" under "Developer" and then click the "Create token" button at the top right.

![fincrm2 Copy.png](/files/b335d3f212842b78a8fa41952cb843fefbc537ca)

Give the new API key (Personal Access Token) a name of your choice.

![fincrm3 Copy.png](/files/c9b84b61374a7d839a8b268c6fe194c21afad4c1)
{% endstep %}

{% step %}
**Copy token**

Follow the instructions and copy the API key (Personal Access Token) accordingly.

![fincrm4 Copy.png](/files/ee0a532c6cac95d9b3dfc76d9b14a6fa5e4abafd)

{% hint style="warning" %}
Important: Please note that the API key is only valid for one year on the part of fincrm.
{% endhint %}
{% endstep %}
{% endstepper %}


---

# Agent Instructions: 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:

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

The question should be specific, self-contained, and written in natural language.
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.