SuiteCRM integration

This is how you 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 means you can 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 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 search for the entry SuiteCRM and click the button Connect with SuiteCRM.

suitecrm.png

2

Enter API data

Enter the required API key and API URL here.

Please enter the required API key in the form "ID:Client Secret".

The API URL corresponds to the web address of your SuiteCRM instance.

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 until they are fully displayed.

Find or create the API key in your SuiteCRM account:

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

suitecrm1.png

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

suitecrm2.png

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

suitecrm3.png

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

Finish your entries by clicking "Save".

suitecrm4.png

Finally, you will 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.

suitecrm5.png