How can I connect my CRM system with sipgate?

How to connect your CRM system with sipgate using the sipgate app Business or Premium integration.

sipgate offers a variety of useful integrations, that can be connected with our sipgate App. To check if your CRM system is supported, simply visit 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. Learn more about the sipgate App here.

Here's how it works After downloading the sipgate App and logging in with your user credentials, you're ready to connect your CRM system.

Important: To connect your CRM system with sipgate, you can book the sipgate App Business or Premium with extended functionality in your sipgate account.

Open the App, click on the user icon on the left side, and select Settings from the sidebar.

Navigate to the Integrations section, select your CRM system from the list, and click the Connect to [your CRM] button (the button displays the name of your selected CRM system).

In the final step, enter the API URL and the API key. For some CRM systems, you may be redirected to log in to your CRM instance directly, without needing to enter the API information. This confirms the data exchange between sipgate and your CRM system.

Tip: Here you can find specific information on where to locate the required API URLs and API keys for your CRM system.

Depending on the number of contacts being integrated, it may take a few minutes for them to display fully. Once completed, your CRM system will be fully set up in the sipgate App.