fincrm integration

This is how you connect the real estate software fincrm with the sipgate app for contact synchronization and telephony.

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 can 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 fincrm in the sipgate app:

1

Select integration

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

Under "Integrations", search for the entry "fincrm" and click the "Connect with fincrm" 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 fincrm and the sipgate app.

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

Find or create API key in your fincrm account:

1

Open settings

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

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2

Create token

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

fincrm2 Copy.png

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

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3

Copy token

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

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Important: Please note that on the part of fincrm, the API key is only valid for one year.