Get an integration working

An integration is company-wide. Connecting HubSpot here does not make the agent use it. You still turn the tool on under Skills - Tools & Workflows, or a workflow node stays Setup required until the same company is connected.

Sidebar - Integrations. Four tabs: Connected, Catalogue, Deployable Channels, AI Assistants. Day one is Catalogue - Connect / Authorize, then the agent tool.

Page line on Connected: These are the tools already connected, and what they can do. On Catalogue: Business systems and tools you can connect. Connect once here, then switch it on per agent under Agent -> Skills.

int-connectedExpand

int-catExpand

Why setup matters

Three things have to be true or the tool is decoration:

1. Catalogue - Connect or Authorize on this company (OAuth or credentials).
2. The agent’s matching tool card is on, with the operations you want.
3. You Save the agent.

A workflow node for the same provider is a fourth thing: the graph, plus the same connection.

The four tabs

Connected

Working / Not connected / Action needed / Disconnect

CatalogueSTART HERE

Connect or Authorize a provider

Deployable Channels

widgetchatmail - not CRM

AI Assistants

ClaudeChatGPT calling Voice Logica

Authorize appears on OAuth providers (HubSpot, Zoho CRM, Google Meet / Chat, Microsoft 365, Dropbox). Connect appears on credential / API setups (Salesforce, Guesty, Custom API, ERPs, ecommerce, couriers). After it works, the card leaves Catalogue and shows on Connected.

Google Workspace also appears on Connected even before authorize - scopes for calendar, Drive, Sheets, and mail. Catalogue still lists Google Meet / Google Chat separately.

Catalogue search shows Search 42 Integrations… with filters: All, CRM, ERP, E-commerce, Communication, Hospitality, Productivity, Payments, Logistics.

Deployable Channels is how some chat / mail / WhatsApp surfaces attach. The agent’s Channels - Website Widget and Telephony are still the usual caller paths.

Which path

Know the caller from our CRM

TURN ONHubSpot or ZohoNEEDSHubSpot or Zoho CRM. Salesforce, Freshdesk, and Zendesk are on the same Catalogue tab.

Owners and guests (Guesty)

TURN ONGuestyNEEDSClient ID + secret. Guesty.

Our own ERP / shop API

TURN ONCustom APINEEDSBase URL + one auth header. Custom API. Shopify / Woo and other catalogue cards use Connect, then that tool.

Book on Google Calendar / write a Sheet

TURN ONGoogle WorkspaceNEEDSGoogle. Opens from Connected - Connect Google.

Claude or ChatGPT to call our agents

TURN ONAI AssistantsNEEDSThe other direction. Claude and ChatGPT.

First setup - HubSpot, then one identified call

1. Integrations - Catalogue - HubSpot - Authorize

   Finish the HubSpot consent screen (Connecting your Voice Logica AI account to HubSpot). The card should move to Connected with a working status.

2. My Agents - this agent - Skills - Tools & Workflows

   Turn HubSpot on. Enable identify-by-phone (and auto-identify on incoming) when those options appear. Pick the properties you want read.

3. Save the agent. Call the production DID from a number that exists on a HubSpot contact.

4. Listen for the name. If the greeting is generic - the number is not on the contact, the tool is off, or you connected HubSpot on a different company.

Troubleshooting

The tool says it isn't connected for your workspace yet

1. Integrations - Connected shows that provider on this company.
2. Status is working, not Action needed / Not connected.
3. You saved the agent after turning the tool on.

The workflow node says Setup required

Connect the same provider first. Pick a node. The agent tool and the node are different surfaces.

Next Steps

HubSpot - first CRM.→Google authorizations - calendar, Drive, Sheets, mail.→Claude and ChatGPT - run Voice Logica from your AI assistant.→AI Assistants - your agent calling an MCP server.→