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Weclapp integration

This is how you connect the ERP software Weclapp with the sipgate app for automatic contact synchronization and telephony.

Weclapp is the ERP software for team collaboration. Whether CRM, inventory management or accounting: with weclapp, all users manage all important business processes together in just one software.

With sipgate, you can make calls directly in Weclapp and use your contacts in the sipgate app. This way, you always see who is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Connect sipgate and Weclapp and benefit from automatic contact synchronization. Any changes or new contacts you add in the sipgate app during or after the call are automatically saved in Weclapp.

Integration of Weclapp in the sipgate app

1

Select integration

In the sipgate app, click the gear icon on the left and select the item Integrations from. Under the item Integrations search for the entry Weclapp and click the button Connect with Weclapp.

2

Enter API data

Enter the required API key and API URL here.

3

Confirm connection

This successfully connects Weclapp and the sipgate app.

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

Create API key in the Weclapp account

Log in to your Weclapp account, click the user icon in the top right and select the item My settings. weclapp_einstellungen_1.png

Under API token you can find already set up API keys, or create a corresponding key with + New API token" add generate.

weclapp_einstellungen_2.png

In addition to the API key, you also need an API URL for the Weclapp integration. You can find this in the account under the menu item My Weclapp → Company data and the entry Configure personal web address.

weclapp_einstellungen_3.png\


How can you set up Click2Dial with the sipgate app?

To be able to use Click2Dial from WeClapp, you must adjust the CallLink in the WeClapp settings. To do this, log in to your WeClapp account, click the user icon in the top right and select My settings.

Tip: You can also find more information in the WeClapp FAQs

WeClappClick2Dial01.png

Enter **"tel:"** in the field for the phone number link. WeClappClick2Dial03.png Afterwards, you can click the phone number on the contact page and the sipgate app will start the call directly. WeClappClick2Dial02.png\

\ Afterwards, you can select the phone number on the contact page and the sipgate app will start the call directly.

Set up Call Logging

With the so-called Call Logging, you have the option to log your calls and create notes. To set it up, proceed as follows:

Open the sipgate app ➔ Settings ➔ Integrations. Then connect weclapp (Business plan required). Go to Call Logging and tick Contacts. Under Log outgoing calls in weclapp enter the call duration from which a call should be logged.

0s: every call is logged regardless of call duration. 5s-60s: only answered calls with a call duration of at least x seconds are logged.

EinstellungenCallLog.png

Call Logging variants

You can during the call, up to 10 seconds after the call via the note field or afterwards at any time via the call list create and edit.

During the call

Open the Call Log menu on the far right during the call and write a note. After you end the call, switch via the contact to Weclapp to see the note.

CallLogviaAnruf.png

Up to 10 seconds after the call

End the call. Click within 10 seconds in the note field and enter your note. After you close the note, it is transferred to weclapp. There you can review and further edit the note.

Editing via the call list

End your call and open it via the call list. Open the Call details to create or edit a note. The note is then transferred to weclapp.

CallLogBearbeiten.png

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