> ## Documentation Index
> Fetch the complete documentation index at: https://docs.converse.vitxi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate  Converse with Copper CRM

> This page contains the stepwise tutorial for the integration with  Converse

### **Why use Copper CRM with  Converse?**

Converse integrates with Copper CRM to enhance customer relationship management and automate lead nurturing processes. By syncing  Converse's AI-driven chatbot with Copper CRM’s robust features, businesses can capture, qualify, and follow up with leads seamlessly. This integration ensures real-time data updates in the CRM, helping teams engage customers at the right moment with personalized responses and actions.

***

### **Benefits of using Copper CRM:**

* **Automated Lead Qualification:** Capture and qualify leads through automated chat conversations, syncing data directly into Copper CRM.
* **Personalized Customer Interactions:** Use  Converse to deliver tailored messages based on customer data stored in Copper CRM.
* **Streamlined Sales Pipeline:** Keep your sales pipeline updated in real-time, with automated lead management and follow-ups.
* **Increased Efficiency:** Save time by automating routine tasks like lead capture, follow-ups, and data entry, allowing teams to focus on high-value activities.

***

### **Integrate  Converse with Copper:-**

### **Step 1 of 4: Login to  Converse Account and Select Application to Integrate**

1. Login to your  Converse account, and select the Bot you want to integrate with Copper.
2. Now, click the\*\*‘Integrate’ tab.\*\*
3. \
   The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
4. A list of all native integrations for  Converse will be available in this window.
   * Now find Copper by:-
   * Either scrolling down the list
   * Or by typing in **‘**Copper**’** in the search box with the placeholder “search integration by name”
5. Now click on the ‘**connect’** button as shown below.

### **Step 2 of 4: Find your Authorization Key/Token in App Account**

1. To complete the process, you need to fill out:-
   * The API Token
   * Email address
   * Lead Title
2. **\
   The API Token:-**
   * Click the settings button (the gear icon) on the left-most side of your Copper Dashboard.
   * \
     it will take you to your account settings.
   * Here, navigate to the \*\*Integrations \*\*tab, and click the little triangle on the right side to expand the menu.
   * Now click on **API Keys**
   * To obtain your API key, click on the \*\*Generate API Key \*\*button.
   * \
     Copy your API Key and paste It on  Converse.
3. **\
   Email Address:-**
   1. This email address will be the same one you use on your Copper Account.
   2. The format will be **name\@company\_domain**
   3. \*\*Example:- \*\*[**xyz@apple.com**](mailto:xyz@apple.com)
4. **Lead Title:-**
   1. The lead title is your choice. You can name your lead anything you want.
   2. For Ex:- **Pipedrive test lead.**

### **Step 3 of 4: Enter Authorization Details and establish connection with your App**

1. After filling out the details, click Connect.
2. \
   Look for the notification “Integrated Successfully” for confirmation.
3. \
   Also, your Copper integration will show the message \*\*Installed \*\*in the Integration List.

### **Step 4 of 4: Test your Integration Set up with Data**

Once you have established a connection between \*\* Converse\*\* and Copper and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your  Converse dashboard and the Copper you have integrated.

### **Still Not Working, Let’s Troubleshoot!**

If you are not getting dummy leads from your Bot to Copper , it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.

* Free plan- You are not subscribed to the paid plan on  Converse as integration works only with the paid plan.