Volt Source Connectors
Connect all 21 enterprise data sources to Volt — Databricks Lakehouse, Excel/CSV spreadsheets, Salesforce, HubSpot, Snowflake, BigQuery, relational databases, and Airbyte — to pull customer profiles, sync project directories, and bind channel invokers.
Overview#
In Maeyr, Volt is the central hub where customer data sources are connected to pull directories, resolve invoker identities (WhatsApp phone numbers, Telegram IDs, Teams emails), and enrich agent turns with live customer context.
Through Volt Directory Sync and Invoker Subject Binding, you can connect all 21 supported source connectors. Volt pulls customer data into directory_sync_connections, maps remote fields to universal project user schemas, and automatically injects invoker details (customer_user_id, email, company) into agent payloads at runtime.
All 21 Volt Source Connectors#
| Connector | Category | Customer Data Sync & Agent Capabilities | Auth & Security |
|---|---|---|---|
Databricks | Lakehouse / Data | Sync customer analytics tables, query Lakehouse tables via SQL Warehouse, inspect catalog schemas. | PAT / OAuth2 (Headless Credential KMS) |
CSV / Excel Upload | Spreadsheets / Files | Parse CSV files and Excel spreadsheets (.xlsx, .xls) directly, infer columns, and prefill customer rows. | File Ingestion / JWT |
Excel / AnySheet URL | Spreadsheets / Files | Pull customer records periodically from published cloud spreadsheets and web-hosted CSV URLs. | Published URL / Token |
Google Sheets | Spreadsheets / Files | Sync customer contacts and user tables directly from Google Workspace sheets. | Google OAuth2 / Public Export |
Salesforce | CRM | Bi-directional sync for Leads, Contacts, Accounts, and Opportunities; match incoming phone numbers to Salesforce Contacts. | OAuth2 Connected App |
HubSpot CRM | CRM / Marketing | Sync contacts, companies, and deal pipelines; enrich support context with HubSpot deal history. | Private App Token / OAuth2 |
Pipedrive | CRM | Sync persons, organizations, and deals from Pipedrive CRM. | API Token / OAuth2 |
Zoho CRM | CRM | Sync Contacts, Leads, or Accounts via Zoho CRM v3 API. | OAuth2 Self Client |
Microsoft Dynamics 365 | CRM / Enterprise | Sync contacts, leads, or accounts via Dataverse OData API. | Azure AD App Registration |
Copper CRM | CRM | Sync people and companies via Copper Developer API. | Developer API Key |
Freshsales | CRM | Sync contacts or sales accounts via Freshworks CRM API. | API Key & Domain |
PostgreSQL | Relational DB | Sync from PostgreSQL table or custom SQL queries with SSL connection pooling. | KMS Encrypted Credentials / SSL |
MySQL | Relational DB | Sync from MySQL database tables or custom queries. | KMS Encrypted Credentials |
Microsoft SQL Server | Relational DB | Sync directories from SQL Server databases. | KMS Encrypted Credentials |
MongoDB | NoSQL DB | Sync directories from MongoDB collections using custom JSON filter queries. | KMS Connection String |
Oracle Database | Enterprise DB | Sync directories from enterprise Oracle databases. | KMS Encrypted Credentials |
Snowflake | Data Warehouse | Run Snowflake SQL API warehouse queries, sync customer analytics tables, and execute Snowpark procedures. | OAuth2 / Key-Pair Auth |
Amazon Redshift | Data Warehouse | Sync directories from Amazon Redshift columnar warehouses. | KMS Encrypted Credentials |
Google BigQuery | Data Warehouse | Execute BigQuery queries over customer datasets, discover schemas, and sync customer segments. | GCP Service Account Key |
Supabase | Developer DB | Sync directories from Supabase PostgreSQL tables. | Service Role Key / DB URI |
Airbyte | ELT Pipelines | Trigger ELT sync jobs to refresh customer data directories prior to agent execution. | API Key / Bearer Token |
How Volt Pulls Customer Data#
- 1. Directory Sync Connection — Configure any of the 21 source connectors in Volt → Directory Sync. Volt periodically pulls customer rows via full or incremental sync.
- 2. Column Mapping & Schema Normalization — Map source fields (
work_email,phone_number,company_id) to universal project user schemas. - 3. Invoker Subject Binding — When an inbound message arrives from WhatsApp, Telegram, or Teams, Volt matches the sender ID to the synced customer profile.
- 4. Agent Context Injection — The matched customer profile is injected into the agent payload as invoker metadata (
customer_user_id,email,role).
Detailed Connector Connection & Setup Guides#
Step-by-step instructions to set up and connect each data source in Volt Directory Sync:
1. Databricks Setup Guide
Lakehouse / Data · PAT / OAuth2 (Headless Credential KMS)
Sync customer analytics tables, query Lakehouse tables via SQL Warehouse, inspect catalog schemas.
Connection Steps
- Log in to your Databricks Workspace.
- Go to User Settings → Developer and click Generate token to create a Personal Access Token (PAT).
- Provide your Workspace Host (e.g. adb-1234567890.azuredatabricks.net), SQL Warehouse HTTP Path, and PAT in Maeyr Volt Directory Sync.
2. CSV / Excel Upload Setup Guide
Spreadsheets / Files · File Ingestion / JWT
Parse CSV files and Excel spreadsheets (.xlsx, .xls) directly, infer columns, and prefill customer rows.
Connection Steps
- Click Add Data Source in Volt Directory Sync and select CSV / Excel Upload.
- Upload your .csv or .xlsx customer export file directly, or paste a raw CSV text string.
- Volt automatically parses headers, detects types, and maps customer columns to your project schema.
3. Excel / AnySheet URL Setup Guide
Spreadsheets / Files · Published URL / Token
Pull customer records periodically from published cloud spreadsheets and web-hosted CSV URLs.
Connection Steps
- Publish your Excel or web spreadsheet to obtain a direct CSV/XLSX download URL.
- Paste the direct spreadsheet URL into Volt Directory Sync.
- Configure sync interval (e.g., hourly or daily) for automated background polling.
4. Google Sheets Setup Guide
Spreadsheets / Files · Google OAuth2 / Public Export
Sync customer contacts and user tables directly from Google Workspace sheets.
Connection Steps
- Share your Google Sheet or publish to web as CSV format.
- Copy the Google Sheet ID from your browser URL bar (the string between /d/ and /edit).
- Enter the Sheet ID and sheet tab name in Volt Directory Sync.
5. Salesforce Setup Guide
CRM · OAuth2 Connected App
Bi-directional sync for Leads, Contacts, Accounts, and Opportunities; match incoming phone numbers to Salesforce Contacts.
Connection Steps
- Log in to Salesforce Admin Setup → App Manager and click New Connected App.
- Enable OAuth Settings and set Callback URL to https://api.maeyr.com/v1/connections/oauth/callback.
- Select Scopes: "Manage user data via APIs (api)" and "Perform requests at any time (refresh_token, offline_access)".
- Copy Consumer Key (Client ID) and Consumer Secret (Client Secret) into Maeyr Volt Directory Sync.
6. HubSpot CRM Setup Guide
CRM / Marketing · Private App Token / OAuth2
Sync contacts, companies, and deal pipelines; enrich support context with HubSpot deal history.
Connection Steps
- In HubSpot, go to Settings → Integrations → Private Apps and click Create a private app.
- Under Scopes, grant Read access for crm.objects.contacts and crm.objects.companies.
- Copy the generated Private App Access Token into Maeyr Volt Directory Sync.
7. Pipedrive Setup Guide
CRM · API Token / OAuth2
Sync persons, organizations, and deals from Pipedrive CRM.
Connection Steps
- Log in to Pipedrive, go to Personal Preferences → API.
- Copy your Personal API Token.
- Select object type (persons or deals) and paste token in Maeyr Volt Directory Sync.
8. Zoho CRM Setup Guide
CRM · OAuth2 Self Client
Sync Contacts, Leads, or Accounts via Zoho CRM v3 API.
Connection Steps
- Go to Zoho Developer Console (api-console.zoho.com) and click Add Client → Self Client.
- Generate a Code with scope ZohoCRM.modules.ALL.READ, ZohoCRM.settings.ALL.READ.
- Copy Client ID, Client Secret, and Refresh Token into Maeyr Volt Directory Sync.
9. Microsoft Dynamics 365 Setup Guide
CRM / Enterprise · Azure AD App Registration
Sync contacts, leads, or accounts via Dataverse OData API.
Connection Steps
- In Azure Portal, navigate to Azure Active Directory → App registrations → New registration.
- Under API Permissions, add Dynamics CRM user_impersonation or Dataverse user_impersonation.
- Copy Application (client) ID, Directory (tenant) ID, and Client Secret into Maeyr Volt Directory Sync.
10. Copper CRM Setup Guide
CRM · Developer API Key
Sync people and companies via Copper Developer API.
Connection Steps
- In Copper CRM, go to Settings → Integrations → API Keys.
- Click Generate API Key and copy your key alongside your account email.
- Paste API Key and User Email in Maeyr Volt Directory Sync.
11. Freshsales Setup Guide
CRM · API Key & Domain
Sync contacts or sales accounts via Freshworks CRM API.
Connection Steps
- In Freshsales, click your profile icon → Settings → API Settings.
- Copy your API Key and Freshsales domain (e.g. domain.freshsales.io).
- Paste API Key and Freshsales domain into Maeyr Volt Directory Sync.
12. PostgreSQL Setup Guide
Relational DB · KMS Encrypted Credentials / SSL
Sync from PostgreSQL table or custom SQL queries with SSL connection pooling.
Connection Steps
- Ensure your PostgreSQL instance is accessible from Maeyr IP addresses or VPN.
- Provide DB Host, Port (5432), DB Name, Username, Password, and Table Name or SQL Query.
- Enable SSL mode (require or verify-full) for encrypted data transport.
13. MySQL Setup Guide
Relational DB · KMS Encrypted Credentials
Sync from MySQL database tables or custom queries.
Connection Steps
- Ensure MySQL server allows incoming connections on Port 3306.
- Provide DB Host, Port, DB Name, DB User, Password, and Table Name.
- Volt encrypts DB credentials at rest using Headless Credential KMS.
14. Microsoft SQL Server Setup Guide
Relational DB · KMS Encrypted Credentials
Sync directories from SQL Server databases.
Connection Steps
- Verify SQL Server TCP/IP protocol is enabled on Port 1433.
- Enter Server Host, DB Name, SQL Username, Password, and Schema / Table Name.
- Test connection in Volt Directory Sync.
15. MongoDB Setup Guide
NoSQL DB · KMS Connection String
Sync directories from MongoDB collections using custom JSON filter queries.
Connection Steps
- Obtain MongoDB connection string (e.g. mongodb+srv://...).
- Specify Database Name, Collection Name, and optional JSON match query filter.
- Save connection in Volt Directory Sync.
16. Oracle Database Setup Guide
Enterprise DB · KMS Encrypted Credentials
Sync directories from enterprise Oracle databases.
Connection Steps
- Provide Oracle Host, Port (1521), Service Name / SID, Username, and Password.
- Specify target table or custom SELECT query.
- Save connection in Volt Directory Sync.
17. Snowflake Setup Guide
Data Warehouse · OAuth2 / Key-Pair Auth
Run Snowflake SQL API warehouse queries, sync customer analytics tables, and execute Snowpark procedures.
Connection Steps
- Provide Snowflake Account Identifier (e.g. xy12345.us-east-1).
- Enter Warehouse Name, Database Name, Schema, Username, and Password or RSA Key.
- Specify customer table name or custom analytical SQL query.
18. Amazon Redshift Setup Guide
Data Warehouse · KMS Encrypted Credentials
Sync directories from Amazon Redshift columnar warehouses.
Connection Steps
- Ensure Redshift cluster endpoint is accessible on Port 5439.
- Enter Cluster Endpoint, DB Name, DB User, Password, and target schema/table.
- Test and save in Volt Directory Sync.
19. Google BigQuery Setup Guide
Data Warehouse · GCP Service Account Key
Execute BigQuery queries over customer datasets, discover schemas, and sync customer segments.
Connection Steps
- In GCP IAM Console, create a Service Account with BigQuery Data Viewer and BigQuery Job User roles.
- Generate and download a JSON Service Account Key.
- Paste Service Account JSON Key and BigQuery Dataset ID into Volt Directory Sync.
20. Supabase Setup Guide
Developer DB · Service Role Key / DB URI
Sync directories from Supabase PostgreSQL tables.
Connection Steps
- In Supabase Dashboard → Project Settings → API, copy your Project URL and service_role secret key.
- Alternatively, copy the Direct Database Connection URI from Database Settings.
- Paste into Volt Directory Sync.
21. Airbyte Setup Guide
ELT Pipelines · API Key / Bearer Token
Trigger ELT sync jobs to refresh customer data directories prior to agent execution.
Connection Steps
- In Airbyte Cloud / Self-Hosted, go to Settings → API Keys and create a new API key.
- Copy the Connection ID of your target ELT sync pipeline from the Airbyte URL.
- Enter API Key and Connection ID in Volt Directory Sync.
Credential Security & Headless Credential KMS#
Credentials for Databricks PATs, Salesforce OAuth tokens, and database passwords are encrypted at rest in the Headless credential domain using platform encryption by default or the project’s optional Headless Credential KMS customer key. They are decrypted in memory only during sync executions and never use the Project Vault customer key.