> ## 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 EngageBay

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

### **Why use EngageBay?**

Converse integrates with EngageBay to automate lead generation, customer support, and sales workflows. By combining  Converse’s AI-powered chatbot with EngageBay’s all-in-one CRM and marketing automation tools, businesses can automatically capture and qualify leads, manage customer interactions, and provide personalized follow-ups. This integration streamlines communication, improves lead conversion, and enhances customer relationship management across multiple channels.

***

### **Benefits of using EngageBay:**

* **Automated Lead Capture:** Instantly capture and qualify leads through chatbot interactions, syncing them seamlessly with EngageBay CRM.
* **Personalized Engagement:** Use customer data from EngageBay to provide tailored responses and targeted follow-ups through  Converse.
* **Streamlined Sales and Marketing Automation:** Automate email campaigns, lead nurturing, and follow-ups, improving sales efficiency.
* **Improved Customer Support:** Provide instant, automated responses to customer inquiries, reducing wait times and increasing satisfaction.

***

### **Integrate  Converse with EngageBay:-**

### **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 EngageBay.
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.
   1. Now find EngageBay by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**EngageBay**’** 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
2. **\
   The API Token:-**
   * Click the **Profile Icon** (with your photograph) to toggle a menu. In this menu, click on **Account Settings.**
   * \
     it will take you to your **Account Settings**.
   * Here, navigate to the \*\*API and Tracking Code \*\*tab.
   * Now copy the \*\*REST API key \*\*and paste it on  Converse.

### **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 “Connected Successfully” for confirmation.
3. Also, your EngageBay 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 EngageBay 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 EngageBay you have integrated.

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

If you are not getting dummy leads from your Bot to Engagebay, 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.