How can I connect my CRM system with sipgate?
Set up CRM integration with sipgate - supported systems and instructions for connecting via the sipgate app.
With the sipgate app, you can connect a wide variety of CRM systems to your sipgate account. If you want to know whether your CRM system is already supported, simply take a look on our website after.
Important: For seamless integration of your CRM system with sipgate, you need the sipgate app and must have booked the appropriate CRM package. You can learn more about the sipgate app here here.
Here's how
After you have downloaded the sipgate app and logged in with your user credentials, you are ready to connect your CRM system.
Open settings
Open the app, click the user icon on the left side, and select settings from the sidebar.
Connect CRM system
Navigate to the section Integrations, select your CRM system from the list, and click the button Connect with [your CRM]. The button is labeled with the name of the selected CRM system.
Enter API data
In the final step, enter the API URL and the API key. For some CRM systems, you will be taken directly to the login for your CRM instance without needing to enter the API information. This confirms the data exchange between sipgate and your CRM system.
Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed in full. Once this is complete, your CRM system is fully set up in the sipgate app.
Important: If your CRM is not yet listed among the officially available CRM systems, you can set up a connection via the sipgate API. Further information about the sipgate API can be found in the corresponding help center article as well as on our website. In addition, we are available to answer any questions about the sipgate API at the email address expert@sipgate.io and would be happy to help.
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