> ## 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 Freshworks CRM

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

### **Use of Freshworks CRM**

Converse integrates with Freshworks CRM to enhance lead management and automate customer engagement. By combining  Converse’s AI-driven chatbot with Freshworks CRM’s customer relationship tools, businesses can automatically capture and qualify leads, streamline communication, and schedule follow-ups. This integration ensures that sales teams have real-time access to customer data, improving their ability to close deals and nurture relationships effectively.

***

### **Benefits of using Freshworks CRM:**

* **Automated Lead Capture:** Instantly capture and qualify leads through chatbot interactions, syncing them with Freshworks CRM.
* **Seamless Data Synchronization:** Ensure real-time updates to customer and lead data, keeping your CRM accurate and up-to-date.
* **Personalized Engagement:** Use insights from Freshworks CRM to provide tailored responses and follow-ups through  Converse.
* **Streamlined Sales Workflow:** Automate tasks like lead entry, follow-ups, and ticket creation, increasing team productivity and response times.

***

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

1. Login to your  Converse account, select the Bot you want to integrate with Freshworks CRM.
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.
5. Now find Freshworks CRM By:-
   1. Either scrolling down the list
   2. Or by typing in **‘Freshworks CRM’** in the search box with the placeholder “search integration by name.”
6. Now click on the **‘Connect’** button as shown below

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

1. Now Click On The **‘Connect’** button As Shown Below
2. \
   To complete the process, you need to fill out two details:-
   * Your Freshworks CRM Domain
   * API Token
3. **\
   Freshworks CRM Domain:-**
4. You can easily find your domain in your browser’s search bar when you log in to your Freshworks Account.
5. It’s in the format:- [https://**yourcompany**.myfreshworks.com](https://yourcompany.myfreshworks.com).
6. Here **‘your\_company’** will be replaced by the name of your organization.
7. **\
   Freshworks CRM API Token:-**
   * To obtain your API token:-
   * Click Your Profile Icon and Navigate To Settings
   * \
     Click on the API settings Tab and Fill out The Captcha.
   * \
     After you verify you are a human, your API key will become visible. Copy and paste the key back 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 “Updated Successfully” for confirmation.
3. \
   Also, your Freshworks CRM 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 **FreshWorks CRM**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 in the Freshworks CRM you have integrated.

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

If you are not getting dummy leads from your Bot to **FreshWorks CRM**, 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..