Connecting Your Tools
Harmony connects with the tools you already use so your meeting data, tasks, and contacts flow between systems automatically.
How integrations work in Harmony
Harmony has three types of integrations, each designed for a different purpose.
Workspace integrations are set up by admins and apply to the entire organization. These connect Harmony to CRMs, contact centers, and communication platforms so meeting data syncs across your team. You manage them in Workspace Settings > Integrations.
Personal integrations are set up by individual users and shared across all your workspaces. These connect your personal tools like Google Calendar, Linear, Notion, and more. You manage them from your user menu by clicking your name at the bottom-left and selecting Integrations.
Companion apps extend what Companion can do by giving it access to external tools. You install them from the Companion > Marketplace > Apps tab. These let Companion create tasks, query your CRM, send emails, and more on your behalf.
Where to find integrations
To access workspace integrations, click your workspace name in the top-left corner and select Workspace settings. In the settings sidebar, scroll to the Connections section and click Integrations.
To access personal integrations, click your name at the bottom-left of the sidebar and select Integrations. This opens your Personal Settings with the Integrations tab selected.
To browse Companion apps, click Companion in the sidebar and open the Marketplace. Switch to the Apps tab to see all available and coming soon apps.
Connecting an integration
Connecting a new tool to Harmony is simple and works the same way whether you’re adding a workspace integration or a personal one. First, make sure you’re on the correct integrations page for what you want to connect - either the organization-wide integrations, or your personal integrations page.
Once you’re there, just look for the tool you want to link and click the Connect button next to it.
Harmony will guide you through a quick setup. Usually, this means you'll be sent over to that tool’s login page so you can sign in and approve Harmony’s access. Don’t worry—your credentials are always secure. After you’ve finished granting permission, you’ll be brought right back to Harmony and you’ll see that your integration is now active and ready to use.
Harmony uses OAuth for authentication. Your credentials are never stored. You can revoke access anytime from the connected tool's settings.
Disconnecting an integration
Open the integrations page, find the connected tool, and click the options menu to disconnect. Data synced before disconnecting remains in Harmony.