> ## 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 Nimble CRM

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

### **Why use Nimble CRM?**

Converse integrates with Nible CRM to streamline lead management and improve customer relationship processes. By combining  Converse’s AI-powered chatbot with Nible CRM’s customer management tools, businesses can automatically capture leads, qualify prospects, and provide timely, personalized follow-ups. This integration ensures real-time updates, helping sales teams manage interactions efficiently and improve conversion rates.

***

### **Benefits of using Nimble CRM:**

* **Automated Lead Capture:** Instantly capture and qualify leads through chat interactions, syncing them directly into Nible CRM.
* **Seamless Data Sync:** Keep customer information and interactions up-to-date in real-time across both  Converse and Nible CRM.
* **Tailored Follow-Ups:** Use insights from Nible CRM to personalize follow-up messages and improve engagement with leads.
* **Increased Sales Efficiency:** Automate routine tasks like lead entry and follow-ups, freeing up 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, Select The Bot You Want To Integrate With Nimble 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 Nutshell CRMBy-
6. Either Scrolling Down The List
7. Or By Typing In **‘Nimble CRM’** In The Search Box With The Placeholder “Search Integration By Name.”
8. 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:-**
   * On your Nutshell CRM dashboard, click the \*\*Settings Option \*\*(with the gear icon under settings). It will be on the leftmost side of your dashboard.
   * \
     It will take you to your **Account Settings.**
   * Under Account Settings, navigate to the \*\*API Tokens \*\*tab.
   * Under the \*\*API Tokens \*\*tab, click on the **Generate New Token button.**
   * \
     Now enter a name for your \*\*API key \*\*and click the **Generate button**.
   * Copy and paste the \*\*API key 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 Nimble 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 Nimble 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 theNimble CRM you have integrated.

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

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