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

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

Available Tools:

  • Create/Update Leads
  • Create/Update Contacts
  • Create/Update Opportunities
  • Log Activities
  • Search Records
  • Run SOQL Queries

Setup:

  1. In urvo, go to Integrations → Salesforce
  2. Click Connect with Salesforce
  3. Log in to your Salesforce org
  4. Authorize urvo Connected App
  5. Select objects to sync

Required Permissions:

  • API Access
  • Read/Write access to relevant objects

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 notifications and messages to Slack channels based on call events and outcomes.

Available Tools:

  • Send Channel Message
  • Send Direct Message
  • Post to Thread
  • Upload File

Setup:

  1. In urvo, go to Integrations → Slack
  2. Click Connect with Slack
  3. Select your Slack workspace
  4. Choose channels to allow posting to
  5. Authorize the connection

Example Use Case: Automatically notify your sales team when a high-value lead calls in: "🔥 New call from Enterprise prospect - John Smith from Acme Corp discussing the annual plan."

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.