Skip to content
Voice LogicaVoice LogicaDocs
EN
Open app

Get an integration working

5 min read
Copy as Markdown
View as MarkdownOpen the raw .md file.md

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.

Integrations Connected tab with Google Workspace
int-connectedExpand
Integrations Catalogue with Connect and Authorize cards
int-catExpand

Why setup matters

Section titled “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 five tabs

Section titled “The five tabs”
Connected
Working / Not connected / Action needed / Disconnect
CatalogueSTART HERE
Connect or Authorize a provider
Deployable Channels
widgetchatmail - not CRM
Caller card
Show / Open record by itself / Primaryper integration
AI Assistants
ClaudeChatGPT calling Voice Logica

Caller card decides which integrations look callers up for the caller bar your team sees during a call, which one opens by itself, and which is shown first. Each person can change their own primary and auto-open in Profile - My caller card (My caller card). The tab also links admins to the Chrome extension.

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

Section titled “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.

Every integration in the Catalogue

Section titled “Every integration in the Catalogue”

Each integration has its own page: what to enter, the setup steps, and what the agent can do with it on a call.

CategoryIntegrations
CRM & HelpdeskHubSpot · Zoho CRM · Salesforce · Freshdesk · Zendesk
ERPSoft1 · Entersoft ONE · Galaxy ERP · Galaxy Drugstore · Pylon · SAP · Megasoft · Exelixis Smart · Odoo
E-commerceWooCommerce · Shopify · Magento · OpenCart · PrestaShop · GonnaOrder · XML feed
HospitalityGuesty · WebHotelier · Hosthub
CommunicationGoogle Workspace · Google Meet · Google Chat · Microsoft 365 · WhatsApp Business · Yuboto PBX
ProductivityCustom API · Jira · Trello · ClickUp · Airtable · Dropbox · Power BI / Looker Studio
Payments & LogisticsViva.com · ACS Courier · Speedex · Geniki Taxydromiki · ELTA Courier · Taxydema · BOX NOW · Skroutz Last Mile · Bus timetable (GTFS)

First setup - HubSpot, then one identified call

Section titled “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

Section titled “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

Section titled “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.