Weclapp integration

How to connect the ERP software Weclapp with the sipgate App for automatic contact synchronization and telephony.

Weclapp is the ERP software for collaboration in teams. Whether CRM, merchandise 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 that 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

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 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 means you have successfully connected Weclapp and the sipgate app.

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

Create API key in the Weclapp account

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

Under API token you will find API keys that have already been set up, or you can add a corresponding key with + Add new API token" generate.

Important: Save your entry at the bottom of the page with Save.

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.

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How can Click2Dial be set up 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 at 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. After that, the phone number can be clicked on the contact page and the sipgate app starts the call directly. \

Important: callto: and sip: as well as phone: are not yet supported by the sipgate app.

\ After that, the phone number can be selected on the contact page and the sipgate app starts the call directly.

Set up call logging

You have the option of using so-called call logging to record your calls and create notes. To set it up, proceed as follows:

Open the sipgate app ➔ Settings ➔ Integrations. Then connect weclapp (Business tariff required). Go to Call logging and tick Contacts. Under Log outgoing calls in weclapp enter the call length 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 create and edit your notes during the call, up to 10 seconds after the call via the note field or afterwards at any time via the call list .

During the call

Open the Call Log menu on the far right in the call and write a note. After you have ended the call, switch via the contact to weclapp to see the note.

CallLogviaAnruf.png

Up to 10 seconds after the call

End the call. Within 10 seconds, click in the note field and enter your note. After you have closed the note, it will be transferred to weclapp. There you can review and continue editing 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. Afterwards, the note is transferred to weclapp.

CallLogBearbeiten.png