> ## Documentation Index
> Fetch the complete documentation index at: https://help-onechatai.telavi.com.ph/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate TelaviOneChatAI with Close CRM

> This page contains the stepwise tutorial for integrating TelaviOneChatAI with Close CRM.

## Overview

This guide walks you through connecting TelaviOneChatAI with Close CRM in 5 steps — from logging in and finding your API credentials, to mapping parameters and testing your first lead.

***

## Step 1: Access the Close CRM Integration in TelaviOneChatAI

1. Log in to your TelaviOneChatAI account.
2. Select the bot you want to integrate and click on the **"Integrate"** tab.
3. Go to the **"All Integrations"** tab.
4. Find **Close CRM** by scrolling the list or searching **"Close"** in the search bar.
5. Click the **"Connect"** button.
6. You will be prompted to enter your **API Token**, obtained from your Close CRM account (see Step 2).

***

## Step 2: Get Your API Key from Close CRM

1. Log in to your Close CRM account.
2. From the left sidebar, scroll down and go to **Settings → API Keys**.
3. If no API key exists, click **"New API Key"**, enter a name/label, and click **"Create API Key"**.
4. Copy the generated API Key from the dashboard.

***

## Step 3: Connect Close CRM to TelaviOneChatAI

1. Enter the **API Key** in TelaviOneChatAI.
2. Click **"Connect"**.
3. If entered correctly, you will see: **"Integrated Successfully."**

***

## Step 4: Map Parameters

1. Map the **Close CRM fields** to the corresponding questions in your TelaviOneChatAI chatbot flow.
2. Use the **"+ Add Parameters"** button to add more field mappings.

**Example:** Map the question *"Please provide your name?"* to Close CRM's **Name** field. This ensures the user's response is sent to the correct field in Close CRM.

<Info>
  Questions are auto-fetched from your bot's chat flow. Make sure your chat flow is configured before setting up mappings.
</Info>

3. Select the **Lead ID** field as required.
4. Once all fields are mapped correctly, you will see: **"Mapping Successfully."**
5. The Close CRM integration will show as **"Installed"** in the integrations list.

***

## Step 5: Test Your Integration

Create a dummy lead on your bot. The lead should appear in both your TelaviOneChatAI dashboard and your Close CRM account.

***

## Troubleshooting

If the dummy lead is not appearing in Close CRM, check the following:

* **Wrong Authorization Details** — Verify that the API Key and Access Token are entered correctly.
* **Wrong Mapping Setup** — Ensure all mandatory Close CRM fields are mapped to the correct TelaviOneChatAI questions.
* **Subscription** — Integrations are only available on paid plans. Verify your current subscription.

***

<Tip>
  If you are still unable to move forward, write to us at [mailto:support@telavi.com.ph](mailto:mailto:support@telavi.com.ph). We will respond within 48 business hours.
</Tip>