Integrations Overview

Connect urvo with CRMs, calendars, and business tools to supercharge your AI voice agents

urvo integrates with popular business tools to enable your AI voice agents to perform real actions during calls — from booking appointments to updating CRM records. All integrations use secure OAuth 2.0 or API key authentication.

Available Integrations

GoHighLevel

Category: CRM & Marketing Automation
Authentication: OAuth 2.0 Client Credentials

GoHighLevel is an all-in-one sales and marketing platform. Connect urvo to sync contacts, book appointments, and manage your sales pipeline directly from voice conversations.

Available Tools:

  • Create/Update Contacts
  • Book Calendar Appointments
  • Add Contact Notes
  • Update Pipeline Stages
  • Send SMS Messages
  • Trigger Workflows

Setup:

  1. Go to Settings → API Keys in GoHighLevel
  2. Create a new API key with required scopes
  3. In urvo, go to Integrations → GoHighLevel
  4. Enter your Client ID and Client Secret
  5. Enter the token URL: https://services.leadconnectorhq.com/oauth/token
  6. Click Connect

Required Scopes:

  • contacts.readonly - Read contact information
  • contacts.write - Create and update contacts
  • calendars.readonly - Check availability
  • calendars.write - Book appointments

Cal.com

Category: Scheduling
Authentication: API Key

Cal.com is an open-source scheduling platform. Enable your agents to check availability and book meetings without human intervention.

Available Tools:

  • Check Availability
  • Book Appointments
  • Cancel/Reschedule Appointments
  • Get Event Details

Setup:

  1. Log in to your Cal.com account
  2. Go to Settings → Developer → API Keys
  3. Create a new API key
  4. In urvo, go to Integrations → Cal.com
  5. Paste your API key
  6. Click Validate & Save

Example Use Case: Your agent can say: "I can schedule that for you. Let me check our availability for next Tuesday..." and then actually book the appointment in real-time.

HubSpot

Category: CRM
Authentication: API Key or OAuth 2.0

HubSpot is a leading CRM platform. Connect urvo to create contacts, log activities, and manage deals from voice conversations.

Available Tools:

  • Create/Update Contacts
  • Create/Update Companies
  • Create/Update Deals
  • Log Call Activities
  • Add Notes
  • Search CRM Records

Setup (API Key):

  1. Go to Settings → Integrations → API Key in HubSpot
  2. Copy your API key
  3. In urvo, go to Integrations → HubSpot
  4. Select API Key authentication
  5. Paste your key and click Connect

Setup (OAuth 2.0):

  1. In urvo, go to Integrations → HubSpot
  2. Click Connect with HubSpot
  3. Log in and authorize urvo
  4. Select the portal you want to connect

Google Sheets

Category: Productivity
Authentication: OAuth 2.0

Connect to Google Sheets to read and write data during calls. Perfect for inventory lookups, pricing information, or logging call data.

Available Tools:

  • Read Row/Cell
  • Write Row/Cell
  • Append Row
  • Search Sheet
  • Get Sheet Metadata

Setup:

  1. In urvo, go to Integrations → Google Sheets
  2. Click Connect with Google
  3. Select your Google account
  4. Grant access to Google Sheets and Drive
  5. Choose which sheets to allow access to

Example Use Case: Your agent can look up product pricing from a spreadsheet: "Let me check our current pricing for that model... The XL variant is $299 and includes free shipping."

Google Calendar

Category: Scheduling
Authentication: OAuth 2.0

Connect to Google Calendar for appointment booking, availability checking, and event management.

Available Tools:

  • Check Availability
  • Create Events
  • Update Events
  • Delete Events
  • List Upcoming Events

Setup:

  1. In urvo, go to Integrations → Google Calendar
  2. Click Connect with Google
  3. Select your Google account
  4. Grant access to Google Calendar
  5. Select which calendars to use

Salesforce

Category: CRM
Authentication: OAuth 2.0 with Client Credentials Flow

Enterprise-grade CRM integration for leads, contacts, opportunities, and custom objects.

Overview: Your AI voice agents can access customer data, manage leads, and create opportunities directly within Salesforce. Streamline CRM processes by automatically retrieving customer information, checking for existing records, and securely creating new records like leads and opportunities.

Benefits include:

  • Faster customer qualification through instant data lookup
  • Reduced manual data entry with automated lead creation
  • Enhanced customer experience through personalized interactions
  • Real-time opportunity tracking and management

How it works:

  1. Initial inquiry: Configure your agent to gather customer information and identify needs.
  2. Customer data lookup: Use salesforce_search_records to find existing contacts/accounts/leads. Retrieve history using salesforce_get_record.
  3. Lead qualification: Assess business needs and determine the appropriate sales process.
  4. Record creation: Use salesforce_create_record to create leads, contacts, or opportunities.

Authentication setup:

Salesforce uses OAuth 2.0 with Client Credentials flow. You need a Connected App in your Salesforce org.

Step 1: Create a Connected App in Salesforce

  1. Log into your Salesforce org as an administrator.
  2. Go to Setup → App Manager.
  3. Click New Connected App.
  4. Complete basic information:
    • Connected App Name: urvo Voice Agent
    • API Name: urvo_Voice_Agent
    • Contact Email: your admin email
  5. In API (Enable OAuth Settings):
    • Check Enable OAuth Settings
    • Callback URL: https://api.urvo.io/oauth/callback
    • Add scopes:
      • Full access (full)
      • Perform requests on your behalf at any time (refresh_token, offline_access)
      • Manage user data via APIs (api)
  6. Click Save.
  7. Copy the Consumer Key and Consumer Secret.

Step 2: Enable Client Credentials Flow

  1. In your Connected App, go to Manage → Edit Policies.
  2. In OAuth Policies, enable Client Credentials Flow.
  3. Set Run As to an admin or service account user.
  4. Set Permitted Users to admin approved users.
  5. Click Save.

Important: The Run As user controls permissions for all API calls. Choose a profile with API access and required object permissions.

Step 3: Connect to urvo

  1. Go to Integrations in your urvo dashboard.
  2. Find Salesforce and click Connect.
  3. Select OAuth 2.0 Client Credentials.
  4. Enter your Client ID (Consumer Key).
  5. Enter your Client Secret (Consumer Secret).
  6. Enter your Token URL: https://your-domain.my.salesforce.com/services/oauth2/token.
  7. Click Connect.

Finding your Salesforce domain:

  • Check your browser URL while logged into Salesforce.
  • Use Setup → Company Information.
  • Use Setup → My Domain.

Available Tools:

Tool Description
salesforce_search_records Search for records using SOQL queries
salesforce_get_record Retrieve a specific record by ID
salesforce_create_record Create a new Lead, Contact, Account, or Opportunity
salesforce_update_record Update an existing record

Common Salesforce objects:

Object Purpose Key Fields
Lead Potential customers not yet qualified FirstName, LastName, Email, Phone, Company, Status
Contact Qualified individuals linked to accounts FirstName, LastName, Email, Phone, AccountId, Title
Account Organizations or companies Name, Type, Industry, Phone, BillingAddress
Opportunity Sales deals in progress Name, StageName, Amount, CloseDate, AccountId

Security considerations:

  • OAuth 2.0 authentication without storing Salesforce passwords
  • Client Credentials server-to-server auth
  • HTTPS-only API calls
  • Field-level security follows Salesforce permissions
  • API activity is auditable
  • Tokens are encrypted at rest

Troubleshooting:

Grant type not supported:

  • Ensure Client Credentials flow is enabled
  • Verify a valid Run As user is configured
  • Check permitted user policy

Invalid domain:

  • Use your My Domain URL, not login.salesforce.com
  • Format: https://yourcompany.my.salesforce.com
  • Sandbox format: https://yourcompany.develop.my.salesforce.com

Insufficient permissions:

  • Confirm Run As user has API access
  • Verify object-level permissions
  • Verify field-level security for required fields

Zendesk

Category: Support
Authentication: API Token

Connect to Zendesk to create tickets, update ticket status, and search your help center during support calls.

Available Tools:

  • Create Tickets
  • Update Tickets
  • Search Tickets
  • Get Ticket Details
  • Add Ticket Comments
  • Search Help Center

Setup:

  1. Go to Admin → Channels → API in Zendesk
  2. Enable Token Access and create a new token
  3. In urvo, go to Integrations → Zendesk
  4. Enter your subdomain (e.g., yourcompany)
  5. Enter your email and API token
  6. Click Connect

Authentication Format: Zendesk uses email/token authentication: email@example.com/token:your_api_token

Stripe

Category: Payments
Authentication: API Key

Look up customer information, payment status, and subscription details during calls.

Available Tools:

  • Get Customer Details
  • List Customer Payments
  • Get Subscription Status
  • Search Customers

Setup:

  1. Go to Developers → API Keys in Stripe
  2. Copy your Secret Key (use test key for development)
  3. In urvo, go to Integrations → Stripe
  4. Paste your API key
  5. Click Connect

Note: Use restricted keys with only the permissions you need.

Slack

Category: Communication
Authentication: OAuth 2.0

Send real-time notifications to Slack channels based on call events and outcomes.

Overview: The Slack integration enables your AI voice agents to send real-time notifications to your team's Slack channels. Get instant alerts about new leads, call summaries, urgent requests, and more.

Benefits include:

  • Real-time notifications in your team's Slack workspace
  • Instant alerts for high-priority leads or urgent calls
  • Call summaries sent directly to relevant channels
  • Custom message formatting with rich content

How it works:

  1. Trigger event: During or after a call, the agent identifies an event that should notify your team.
  2. Compose message: The agent creates a notification message with relevant details.
  3. Send to Slack: Use send_message to post the notification to the configured Slack channel.
  4. Team response: Your team receives the notification and can take action.

Authentication setup:

Slack is connected through OAuth from your urvo dashboard. You do not need to manually create or paste a webhook URL.

  1. Go to Integrations in your urvo dashboard.
  2. Find Slack and click Connect.
  3. You are redirected to Slack and select your workspace.
  4. Review permissions and click Allow.
  5. Slack redirects you back to urvo. Confirm status is Connected.

Available Tools:

The exact tool list is workspace-dependent and comes from active integration templates.

Common examples:

Tool Description
send_message Send a message to a Slack channel
send_formatted_message Send a message with richer formatting when available

Message formatting:

Slack messages support markdown-like syntax:

  • *Bold text*
  • _Italic text_
  • ~Strikethrough~
  • `Code snippet`
  • > Blockquote

Example notifications:

New Lead Alert:

  • Name: John Smith
  • Phone: (555) 123-4567
  • Interest: Premium Package
  • Notes: Wants callback tomorrow at 2pm

Urgent Escalation:

  • Customer is requesting to speak with a manager
  • Caller: Jane Doe (555) 987-6543
  • Issue: Billing discrepancy - $500

Common use cases:

  • Lead notifications for sales
  • Appointment alerts for operations
  • Escalation requests for managers
  • Call summaries for visibility

Configuration tips:

  • Route notification types to specific channels
  • Include caller details and action items
  • Reduce noisy triggers to prevent alert fatigue
  • Use clear text labels for scanning

Security considerations:

  • Grant only permissions your workflow needs
  • Channel members can see posted messages
  • OAuth credentials are stored securely in urvo
  • You can disconnect Slack at any time

Troubleshooting:

Messages not appearing:

  • Confirm Slack integration is Connected
  • Ensure Slack tool is enabled for the tested agent
  • Ensure Slack app is still installed in that workspace

Wrong channel:

  • Check channel target in tool parameters or agent instructions
  • Verify routing logic for alert types
  • Retest with a known channel name/ID

Formatting issues:

  • Use Slack mrkdwn style
  • Test with Block Kit Builder
  • Escape special characters correctly

Rate limiting:

  • Slack API limits can throttle high volume
  • Reduce bursts and retry
  • Send only important events

Integration Categories

CRM Systems

Integration Auth Method Features
GoHighLevel OAuth 2.0 CC Contacts, Calendar, Workflows
HubSpot API Key/OAuth Contacts, Deals, Activities
Salesforce OAuth 2.0 Leads, Contacts, Opportunities

Scheduling

Integration Auth Method Features
Cal.com API Key Booking, Availability, Events
Google Calendar OAuth 2.0 Events, Availability, Scheduling

Productivity

Integration Auth Method Features
Google Sheets OAuth 2.0 Read, Write, Search
Slack OAuth 2.0 Messages, Notifications
Notion API Key Pages, Databases

Support

Integration Auth Method Features
Zendesk API Token Tickets, Help Center

Payments

Integration Auth Method Features
Stripe API Key Customers, Payments, Subscriptions

Coming Soon

We're actively working on integrations with:

  • Microsoft Dynamics
  • Pipedrive
  • Freshdesk
  • Intercom
  • Monday.com
  • Shopify
  • WooCommerce

Request an integration if you don't see what you need.

Custom Integrations

Need to connect to a service not listed here? urvo supports custom integrations via:

  1. Webhook Tools - Call any REST API endpoint
  2. Zapier/Make - Connect via automation platforms
  3. Custom API - Build with our Integration API

See Add Integrations for setup instructions.