SuiteCRM integration

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

SuiteCRM is a modular open-source CRM that can be configured for your sales or service department.

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

Integration of SuiteCRM in the sipgate app:

1

Select integration

Click the gear icon on the left in the sipgate app and select the item Integrations from. Under the item Integrations look for the entry SuiteCRM and click the button Connect to SuiteCRM.

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2

Enter API data

Enter the required API key and API URL here.

The API URL corresponds to the web address of your SuiteCRM instance. suitecrm-api.png

3

Confirm connection

You have now successfully connected SuiteCRM 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 SuiteCRM account:

Click on your user icon in the upper right and select the "Admin" menu item.

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In the following window, select "OAuth2 Clients and Tokens".

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In the menu on the left, open "New Client Credentials Client".

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Now assign any name for the API key. In the "Change Secret" field, enter a client secret of your choice. Please note that you will need this client secret in the sipgate app for the API key to be entered there.

Finish your entries with "Save".

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Finally, you will now find the required ID in the new window.

Please note that you will need this ID in the sipgate app for the API key to be entered there.

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