> ## 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 Pipedrive

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

### **Why using Pipedrive?**

Converse integrates with Pipedrive CRM to streamline sales processes and enhance customer engagement. By combining  Converse’s AI-powered chatbot with Pipedrive CRM’s pipeline management features, businesses can automate lead capture, qualify prospects, and track customer interactions. This integration ensures real-time data synchronization, allowing sales teams to manage their pipeline more effectively and increase conversion rates.

***

### **Benefits of using PipeDrive:**

* **Automated Lead Capture:** Instantly capture leads through chatbot interactions and sync them directly with Pipedrive CRM for seamless tracking.
* **Enhanced Pipeline Management:** Automatically update lead statuses and move prospects through the sales stages in Pipedrive, reducing manual data entry.
* **Personalized Sales Engagement:** Use customer data from Pipedrive CRM to deliver tailored follow-ups and messages via  Converse.
* **Improved Sales Efficiency:** Automate routine tasks like follow-ups, reminders, and lead qualification, allowing sales teams to focus on closing deals.

***

### **Integrate  Converse with Pipedrive:-**

### **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 Pipedrive.

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 Pipedrive By:-
   * Either scrolling down the list
   * Or by typing in **‘Pipedrive’** 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. To complete the process, you need to fill out three details:-
   1. **Your Pipedrive Domain**
   2. **API Token**
   3. **Lead Title**
2. **\
   Pipedrive Domain:-**

Your Pipedrive Domain is a portal for your organization on Pipedrive. You can easily find it in your browser’s search bar when you log in to your Pipedrive account.

3. **\
   API Token;-**
   * Click on your profile icon on your pipedrive account to obtain the API Token.
   * Then go to company settings.
   * There, click on personal preferences.
   * Here, click on API.
   * Now, copy your API Token.
4. **Lead Title:**
   * The lead title is your choice. You can name your lead anything you want. For ex:- Pipedrive test lead.
   * After filling out all the details, click on Connect to complete the process.

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

1. Enter the Pipedrive domain, API Token and Lead Title
2. \
   After you click on connect, look for the notification “Updated Successfully” for confirmation
3. \
   Also, your Pipedrive 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 Pipedrive 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 Pipedrive you have integrated.

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

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