> ## 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 Pipeline

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

### **Why use Pipeline CRM?**

Converse integrates with Pipeline CRM to automate lead management and enhance sales processes. By syncing  Converse’s AI-powered chatbot with Pipeline CRM’s intuitive pipeline management tools, businesses can automatically capture and qualify leads, assign them to the appropriate sales stages, and ensure that follow-ups are timely and personalized. This integration helps streamline workflows, increase sales productivity, and improve overall customer relationship management.

***

### **Benefits of using Pipeline CRM:**

* **Automated Lead Capture:** Instantly capture and qualify leads through chatbot interactions, syncing them directly into Pipeline CRM.
* **Streamlined Sales Process:** Automatically move leads through the sales pipeline stages, ensuring no opportunities are missed.
* **Personalized Follow-Ups:** Use customer data from Pipeline CRM to automate tailored follow-ups and improve lead conversion.
* **Increased Efficiency:** Eliminate manual data entry and automate routine sales tasks, allowing sales teams to focus on closing deals.

***

### **Integrate  Converse with Pipeline:-**

### **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 Bitrix24.
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 Bitrix24 by:-
   * Either scrolling down the list
   * Or by typing in **‘**Bitrix24**’** 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:-
   * The API Token
   * App Key
2. **\
   The API Token:-**
   * Click on \*\*the Profile Icon \*\*on your Pipeline Dashboard on the leftmost side. In this menu, click on **Account Settings.**
3. \
   Under \*\*Admin Settings, \*\*scroll down to **the Other Tab** and click on **API Integrations.**
4. \
   Under the \*\*API \*\*tab, click on the **API keys tab**. Enable your API access by clicking on the “Enable API Access” button if it is disabled.
5. Now copy your API key and paste it back on  Converse
6. **\
   APP key:-**
   * Under the \*\*API \*\*tab, click on the \*\*API Integrations tab. \*\*Click on the ‘Add Integration’button to add  Converse Integration.
   * Fill out the following fields as shown below and click on the create API Integration button.
7. \
   Copy your APP 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 details, click Connect
2. \
   Look for the notification “Connected Successfully” for confirmation.
3. Also, your Pipeline 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 Pipeline 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 Pipeline you have integrated.

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

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