# Get an integration working

} from '../../../components/docs';

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.*

  <ShotPlaceholder
    src="/assets/integrations/integrations-index.png"
    name="int-connected"
    alt="Integrations Connected tab with Google Workspace"
    capture="Integrations Connected."
  />

  <ShotPlaceholder
    src="/assets/integrations/catalogue.png"
    name="int-cat"
    alt="Integrations Catalogue with Connect and Authorize cards"
    capture="Integrations Catalogue."
  />

## 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
- **Catalogue** — Connect or Authorize a provider
- **Deployable Channels** — widget, chat, mail - not CRM
- **AI Assistants** — Claude, ChatGPT 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](https://docs.voicelogica.ai/integrations/google/) 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](https://docs.voicelogica.ai/telephony/) are still the usual caller paths.

## Which path

- **Know the caller from our CRM** — turn on **HubSpot or Zoho** (needs [HubSpot](https://docs.voicelogica.ai/integrations/hubspot/) or [Zoho CRM](https://docs.voicelogica.ai/integrations/zoho-crm/). Salesforce, Freshdesk, and Zendesk are on the same Catalogue tab.)
- **Owners and guests (Guesty)** — turn on **Guesty** (needs Client ID + secret. [Guesty](https://docs.voicelogica.ai/integrations/guesty/).)
- **Our own ERP / shop API** — turn on **Custom API** (needs Base URL + one auth header. [Custom API](https://docs.voicelogica.ai/integrations/custom-api/). Shopify / Woo and other catalogue cards use **Connect**, then that tool.)
- **Book on Google Calendar / write a Sheet** — turn on **Google Workspace** (needs [Google](https://docs.voicelogica.ai/integrations/google/). Opens from **Connected** - **Connect Google**.)
- **Claude or ChatGPT to call our agents** — turn on **AI Assistants** (needs The other direction. [Claude and ChatGPT](https://docs.voicelogica.ai/integrations/claude-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](https://docs.voicelogica.ai/workflow-nodes/). The agent tool and the node are different surfaces.

## Next Steps

[HubSpot](https://docs.voicelogica.ai/integrations/hubspot/) - first CRM.  
[Google authorizations](https://docs.voicelogica.ai/integrations/google/) - calendar, Drive, Sheets, mail.  
[Claude and ChatGPT](https://docs.voicelogica.ai/integrations/claude-chatgpt/) - run Voice Logica from your AI assistant.  
[AI Assistants](https://docs.voicelogica.ai/integrations/mcp-settings/) - your agent calling an MCP server.