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.

Via 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 included, simply take a look on our website .

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 data, you are ready to connect your CRM system.

1

Open settings

Open the app, click the user icon on the left side, and select settings from the sidebar.

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2

Connect CRM system

Navigate to the section Integrations, select your CRM system from the list and click the button Connect now.

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3

Enter API data

In the final step, enter the API URL and the API key. With some CRM systems, you will be taken directly to the login for your CRM instance without having to enter the API information. This confirms the data exchange between sipgate and your CRM system.

Tip: Here you can check specifically for your CRM system where you can find the required API URLs and API keys.

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Depending on the number of contacts to be integrated, it may take a few minutes until they are fully displayed. 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 establish 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 happy to assist you with any questions about the sipgate API at the email address [email protected] .