> ## 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 OntraPort CRM

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

### **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 OntraPort 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 OntraPort CRM. by:-
   * Either scrolling down the list
   * Or by typing in **‘**OntraPort 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. App Id
4. **\
   The API Token:-**

   * Click the **Profile Icon** (with your photograph or Initials) on the bottom. In this menu, click on **Administration.**
   * \
     Here, navigate to the \*\*Integrations \*\*tab.
   * Under the \*\*Integrations **Tab**, **Click on the**On Ontraport Api Instructions And Key Manager \*\* Tab.
   * Under the \*\*API \*\*tab, click on the **New API Key** button with the \*\*‘+’ \*\*symbol.
   *

   The **New Key option** will direct you to a new window. Here

   * Enter your desired name for your API Key on the top-left.
   * Check all the options for the given checklist for permissions.
   * Select the **Contact Owner** as Yourself (It will show as Me in this instance).
   * Now, click on **Save**.
5. \
   Now, copy your API key and paste it onto  Converse.
6. **\
   APP ID**
   * The \*\*APP ID \*\*will also be available on the API key wizard on OntraPort CRM.

     After you create a New API key, Your **APP ID** will also be visible beside your API key.

     Copy your **APP ID** 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 OntraPort 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 OntraPort 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 OntraPort CRM you have integrated.

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

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