> ## 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 Nutshell CRM:

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

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

Converse integrates with Nutshell CRM to automate customer engagement and enhance sales processes. By syncing  Converse’s conversational AI with Nutshell’s CRM features, businesses can streamline lead generation, qualification, and follow-up activities. This integration allows for seamless communication, real-time updates, and personalized interactions, improving overall sales productivity and customer satisfaction.

### **Benefits of using NutShell CRM:**

* **Efficient Lead Management:** Automate lead capture and qualification directly into Nutshell CRM for a more organized sales process.
* **Personalized Sales Engagement:** Leverage customer data from Nutshell CRM to tailor automated conversations and follow-ups.
* **Real-Time Data Synchronization:** Keep sales teams up-to-date with real-time lead and customer updates across both platforms.
* **Increased Sales Productivity:** Automate routine tasks like lead entry and follow-ups, allowing sales teams to focus on high-priority activities.

### **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 Nutshell 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 Nutshell CRM by:-
   * Either scrolling down the list
   * Or by typing in **‘**Nutshell 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. Email Address
4. **\
   The API Token:-**
5. Click the **Profile Icon** (with your photograph or Initials) on the bottom-left. In this menu, click on **Company Settings.**
6. \
   Here, navigate to the \*\*API \*\*tab under the **Connections Tab.**
7. Under the \*\*API Keys \*\*tab, click on the **Generate New API Key** button with the \*\*‘+’ \*\*symbol.
8. \
   Now, enter your desired name for your API Key.
9. Check the \*\*API Access \*\*option under permissions.
10. Now, click the \*\*New API Key \*\*button.
11. \
    Now, copy your API key and paste it onto  Converse.
12. **\
    Email address**
    * The email address is the same as the one you signed up with on Nutshell CRM.
    * You can also see it from your Nutshell CRM dashboard after clicking on the Profile Icon.
    * For example, \[John@ Converse.com]\(mailto:John@ Converse.com)

### **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 Nutshell 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 **Nutshell 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 **Nutshell CRM** you have integrated.

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

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