> ## 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 Insightly CRM

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

### **Why use Insightly CRM?**

Converse integrates with Insightly CRM to automate lead management and enhance customer interactions. By syncing  Converse’s AI-powered chatbot with Insightly CRM’s features, businesses can instantly capture leads, qualify them through automated conversations, and streamline follow-up processes. This integration ensures real-time data synchronization, helping sales teams prioritize high-value prospects and optimize their customer relationship management strategies.

***

### **Benefits of using Insightly CRM:**

* **Automated Lead Capture:** Instantly capture and qualify leads through chatbot interactions, syncing them with Insightly CRM.
* **Improved Lead Management:** Keep leads organized and up-to-date in Insightly CRM, ensuring efficient tracking and follow-up.
* **Personalized Customer Engagement:** Tailor chatbot conversations based on insights from Insightly CRM to improve lead nurturing and conversion.
* **Enhanced Sales Productivity:** Automate repetitive tasks like data entry and follow-up reminders, allowing sales teams to focus on closing deals.

***

### **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 Insightly 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.
   * Now find Insightly CRM by:-
   * Either scrolling down the list
   * Or by typing in **‘**Insightly CRM**’** 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:-
2. The API Token
3. **The API Token:-**
4. Click on the Profile Icon on your dashboard to obtain the API token.
5. There, Navigate to User Settings.
6. \
   Scroll down in the user settings tab until you can see the API section.
7. Copy the API key and paste it back on  Converse.

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

1. After filling out the API key, click Connect.
2. \
   Look for the notification “Connected Successfully” for confirmation.
3. \
   Also, your Insightly 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 Insightly 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 the Insightly CRM you have integrated.

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

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

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.

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