Salesforce integration
This is how you connect Salesforce CRM with the sipgate app for automatic contact and call activity synchronization.
With sipgate you can call directly in Salesforce and manage your contacts in the sipgate app. This way you can always see who is calling and don't have to switch between different tools.
After you have connected sipgate with Salesforce, your existing contacts will be synchronized automatically. All changes or new contacts that you add in the sipgate app during or after the call will be saved automatically in Salesforce. In addition, sipgate also updates your call activities for the respective contacts in Salesforce. This way you are always up to date and know when you called which of your contacts and what you noted about your conversation.
Salesforce integration in the sipgate app:
Select integration
Click the gear icon on the left in the sipgate app and select the item Integrations from.
Under the item Integrations search for the entry Salesforce and click the button Connect with Salesforce. 
Log in and connect
Log in to your Salesforce instance and agree to the data exchange. You have now successfully connected Salesforce and the sipgate app
What can I do if my contacts/leads do not load?
If problems occur when loading contacts or leads, follow this path: Salesforce ➔ Setup ➔ Administration ➔ Users ➔ Permission Sets. Make sure that the following permissions are enabled:
Administrative permission: API enabled (default: ON)
Default object permissions: Accounts: Read/Create/Edit/Delete (default: ON) Contacts: Read/Create/Edit/Delete (default: ON) Leads: Read/Create/Edit/Delete (default: ON)\
How do I set up Click2Dial Tel for Salesforce?
Go to Default apps ➔ Select defaults by link type ➔ [Tel: sipgate] (Tel: sipgate"") select as default values.
FaceTime ➔ Settings ➔ General ➔ Default for calls ➔ set sipgate app as default.
Apple no longer offers a setting here. Copy the phone number and paste it into the sipgate app to call.\
How can I enter notes for a call in Salesforce (Call Logging)?
During the conversation in the note field leave a message
After the call has ended, click in the notes field within 10 seconds and enter note
After the call, select the desired entry via the call list and enter note
Leave notes during a conversation
in Salesforce via Contact ➔ Activity ➔ Made outgoing call (sipgate app)
in the activities under Details ➔ Comment you can see the notes field
optionally, you can create a task: Call ➔ E-mail ➔ select task
after the call, note down the note via the call list
in Salesforce ➔ contact ➔ Activity ➔ Made outgoing call (sipgate app)
in the activity details ➔ Comment you can see the note
Task must be created directly in the call or at the latest 10s after the call
Alternatively, you can create the notes directly in the sipgate app during or after the call. They will then be automatically updated in Salesforce and assigned to the call or deal.\
Errors and solutions
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