Connect sipgate and every call your team makes or takes shows up on the matching contact in your Zeeg CRM, with the summary and transcript when sipgate provides them.
Good to know: The workspace connection is set up by the workspace owner and needs a plan that includes workspace integrations. This integration logs calls in your CRM. It is not the same as bringing your own phone number to Zeeg with a SIP trunk.
What gets synced
Once sipgate is connected, Zeeg brings in the following:
Every incoming and outgoing call, missed ones included, with date, duration and who took it.
sipgate's summary and transcript of the call, when your sipgate account uses sipgate's AI features.
Calls are matched to contacts by phone number. A call from a number no contact has yet links up as soon as a contact gets that number.
How to connect sipgate (workspace owner)
Open the Integrations page in Zeeg and select the sipgate card.
Under Workspace connection, click Connect sipgate.
Sign in to sipgate with your login and approve the connection. Use the login of the sipgate account that belongs to your workspace.
You are sent back to Zeeg. The page now shows the connected sipgate account and when it was Last synced.
Calls on your shared numbers now show up in your CRM. If you are the workspace owner, calls on your own personal line already come in through this workspace connection.
How to connect your own personal line (team members)
In sipgate, only you can see calls on your personal line. To log them in your CRM too, connect your own sipgate login:
Open the Integrations page and select the sipgate card.
Under Your sipgate line, click Connect sipgate.
Sign in to sipgate with your own login from your workspace's sipgate account and approve the connection.
If the workspace connection is missing, you will see that sipgate isn't connected for this workspace yet. Your workspace owner can connect it on this page.
How calls look on a contact
Each synced call appears on the contact's timeline as a phone call entry. It shows:
A status such as Answered, Missed, Busy, Rejected, Forwarded or Failed. Calls that never connected are highlighted in red.
The direction (Inbound or Outbound), the duration, the Zeeg user who made or took the call, and the time of the call.
sipgate's summary of the call, if there is one.
A Show transcript button, if a transcript exists. Click it to read the conversation line by line, and click Hide transcript to close it again. Speakers are labeled with the contact's name and the Zeeg user's name, or Your team if no name is known.
How to disconnect sipgate
Open the Integrations page and select the sipgate card.
Click Disconnect sipgate in the section you want to disconnect (Workspace connection or Your sipgate line).
Confirm with Disconnect.
After disconnecting, new sipgate calls won't show up in your CRM anymore. Calls already synced stay on your contacts' timelines.
Frequently asked questions
Who can connect sipgate for the workspace?
Only the workspace owner can connect or reconnect the workspace connection. A partner can see its status and disconnect it. Other members see whether the workspace is connected and can connect their own personal line.
Why does the Connect button not appear?
Your plan may not include workspace integrations. In that case the page shows an upgrade hint instead. If your workspace has the plan, ask the workspace owner to connect sipgate.
Why are my calls missing the summary and transcript?
Summaries and transcripts come from sipgate's AI features, so your sipgate account has to use them. If the page tells you that your sipgate account already sends AI Assist results to another tool, remove that webhook in sipgate and then reconnect sipgate in Zeeg.
Why does Zeeg say my login belongs to a different sipgate account?
The workspace and every personal line must come from the same sipgate account. Sign in with your login from your workspace's sipgate account. If your line is already connected through a different account, disconnect it first and then connect your login from the workspace's sipgate account.
Why does Zeeg say this sipgate login is already connected?
That sipgate login is already connected in your workspace. Each login can only be connected once.
What happens to a call from a number I don't have as a contact?
Calls are matched by phone number. As soon as a contact gets that number, the call links up to the contact.
Can I use sipgate as my phone number for Zeeg AI phone agents?
No. This integration only logs calls in your CRM. It does not connect a sipgate number to Zeeg's AI phone agents. sipgate also can't be connected as a SIP trunk today; see How to bring your own phone number to Zeeg using a SIP trunk for the workaround.
