Integrations

{
  integrationTypeId: "salesforce",
  credentials: {
    clientId: "your_client_id",
    clientSecret: "your_client_secret",
    refreshToken: "your_refresh_token",
    instanceUrl: "https://yourcompany.salesforce.com"
  },
  config: {
    // Automatically create leads from calls
    autoCreateLeads: true,

    // Default lead source
    defaultLeadSource: "Voice AI",

    // Fields to sync
    syncFields: ["Email", "Phone", "Company", "Status"],

    // Update frequency
    syncInterval: 300
  }
}

{
  prompt: {
    system: "After qualifying leads, update their Salesforce record with conversation details and next steps."
  }
}

{
  integrationTypeId: "hubspot",
  credentials: {
    apiKey: "your_hubspot_api_key"
  },
  config: {
    // Pipeline to add deals to
    defaultPipeline: "sales-pipeline",

    // Deal stage for new opportunities
    defaultDealStage: "qualified",

    // Contact properties to sync
    syncProperties: [
      "phone",
      "email",
      "company",
      "lead_status",
      "last_contacted"
    ]
  }
}

{
  integrationTypeId: "calendly",
  credentials: {
    apiKey: "your_calendly_api_key",
    personalAccessToken: "your_pat"
  },
  config: {
    // Default event type
    defaultEventType: "30min-demo",

    // Calendar to use
    calendarId: "your-calendar-id",

    // Timezone
    timezone: "America/New_York",

    // Confirmation behavior
    sendConfirmation: true
  }
}

{
  prompt: {
    system: "When customers show interest, offer to schedule a demo using Calendly. Share the booking link and confirm the scheduled time.",
    preBuiltTools: ["calendly"]
  }
}

{
  integrationTypeId: "slack",
  credentials: {
    webhookUrl: "https://hooks.slack.com/services/YOUR/WEBHOOK/URL",
    botToken: "xoxb-your-bot-token"
  },
  config: {
    // Default channel for notifications
    defaultChannel: "#sales-alerts",

    // Notification triggers
    notifyOn: [
      "qualified_lead",
      "demo_booked",
      "high_value_opportunity"
    ],

    // Mention users for urgent items
    mentionUsers: {
      "urgent": "@channel",
      "high_value": "@sales-team"
    }
  }
}

{
  integrationTypeId: "google-calendar",
  credentials: {
    clientId: "your_google_client_id",
    clientSecret: "your_google_client_secret",
    refreshToken: "your_refresh_token"
  },
  config: {
    calendarId: "primary",
    defaultDuration: 30, // minutes
    bufferTime: 15, // minutes between meetings
    workingHours: {
      start: "09:00",
      end: "17:00",
      timezone: "America/New_York"
    }
  }
}

{
  integrationInstanceId: "salesforce-main",
  autoSync: true,
  syncEvents: [
    "call_completed",
    "lead_qualified",
    "demo_scheduled"
  ]
}

{
  prompt: {
    system: "When a lead is qualified, use the Salesforce tool to create or update their record.",
    tools: ["salesforce-update-lead"]
  }
}

// When Salesforce opportunity stage changes
if (salesforceEvent.type === 'opportunity_stage_changed' &&
    salesforceEvent.newStage === 'Closed Won') {

  // Trigger celebration workflow
  await startWorkflow({
    workflowId: 'customer-onboarding',
    leadId: salesforceEvent.leadId
  });
}

// Before call: Pull lead data from CRM
const crmData = await integrations.salesforce.getContact(leadId);

// During call: Agent has access to CRM data
await dispatchAgent({
  leadId: leadId,
  customData: crmData
});

// After call: Push results back to CRM
await integrations.salesforce.updateContact(leadId, {
  lastCallDate: call.endedAt,
  callDisposition: call.disposition,
  notes: call.summary
});

// 1. Agent books meeting via Calendly
const meeting = await integrations.calendly.scheduleMeeting({
  leadEmail: lead.email,
  eventType: "demo-30min"
});

// 2. Update CRM with meeting details
await integrations.salesforce.createTask({
  contactId: lead.crmId,
  subject: "Product Demo Scheduled",
  dueDate: meeting.scheduledTime,
  description: `Demo scheduled via voice AI agent. Meeting link: ${meeting.joinUrl}`
});

// 3. Send Slack notification
await integrations.slack.sendMessage({
  channel: "#sales-demos",
  text: `📅 New demo scheduled with ${lead.name} for ${meeting.scheduledTime}`
});

// Get basic info from conversation
const leadInfo = {
  name: extractedName,
  company: extractedCompany,
  phone: callerPhone
};

// Enrich with Clearbit
const enrichedData = await integrations.clearbit.enrich(leadInfo.email);

// Update Salesforce
await integrations.salesforce.createLead({
  ...leadInfo,
  ...enrichedData,
  leadSource: "Voice AI Agent"
});

// Add to marketing automation
await integrations.hubspot.addToWorkflow({
  email: leadInfo.email,
  workflowId: "new-lead-nurture"
});

const instance = await getIntegrationInstance(instanceId);
console.log('Status:', instance.status);
console.log('Last Sync:', instance.lastSyncAt);
console.log('Errors:', instance.errors);

// Check sync logs
const logs = await getIntegrationLogs(instanceId);
logs.forEach(log => {
  console.log(`${log.timestamp}: ${log.operation} - ${log.status}`);
  if (log.error) console.error(log.error);
});