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Connecting Your Tools

Integrate Harmony with the tools you already use.

Overview​

Harmony connects with your existing tools to:

  • Automatically sync meeting data
  • Keep your CRM up to date
  • Create tasks in project tools
  • Send notifications to communication platforms

Available Integrations​

Calendar​

IntegrationPurposeStatus
Google CalendarMeeting sync, view upcoming meetings✅ Available
Microsoft 365Outlook calendar sync✅ Available
ExchangeOn-premise calendar✅ Available

Connecting your calendar allows Harmony to display your upcoming meetings, but auto-join is not yet available. You must manually invite Companion to each meeting using the Quick menu → Remote option.

CRM​

IntegrationPurpose
SalesforceActivity logging, contact sync
HubSpotMeeting logging, deal updates

Communication​

IntegrationPurpose
SlackNotifications, sharing
Microsoft TeamsAlerts, sharing

Project Management​

IntegrationPurpose
LinearTask sync
NotionNotes, documentation
AsanaTask management
Monday.comTask tracking

Video Conferencing​

IntegrationPurpose
ZoomMeeting recording
Google MeetMeeting recording
Microsoft TeamsMeeting recording

Contact Center​

IntegrationPurpose
TalkdeskCall recording import

Connecting an Integration​

Step 1: Access Integrations​

  1. Click your profile icon
  2. Select Settings → Integrations
  3. Or go directly to integrations page

Step 2: Find Your Tool​

  1. Browse available integrations
  2. Or search by name
  3. Click on the integration

Step 3: Connect​

  1. Click Connect
  2. You'll be redirected to the tool's login
  3. Sign in with your account
  4. Authorize Harmony's access
  5. Return to Harmony automatically

Step 4: Configure​

After connecting:

  1. Set sync preferences
  2. Choose what data to sync
  3. Configure notifications
  4. Test the connection

Integration Permissions​

What Harmony Requests​

Each integration requests specific permissions:

IntegrationPermissions
CalendarView events, attendees
CRMRead/write contacts, activities
SlackPost messages to channels
Project ToolsCreate/update tasks

Minimal Access​

Harmony requests only what's needed:

  • Read-only when possible
  • Write only for sync features
  • No access to unrelated data

Managing Connections​

Viewing Connected Apps​

  1. Go to Settings → Integrations
  2. See all connected integrations
  3. Check connection status

Connection Status​

StatusMeaning
Connected (green)Working normally
Needs Attention (yellow)Reauthorization needed
Disconnected (red)Not connected

Reconnecting​

If connection needs attention:

  1. Click on the integration
  2. Click Reconnect
  3. Authorize again
  4. Connection restored

Disconnecting​

To remove an integration:

  1. Click on the integration
  2. Click Disconnect
  3. Confirm removal
  4. Connection removed

Data synced before disconnection remains.

Sync Settings​

Configure What Syncs​

For each integration, choose:

OptionDescription
Meeting dataTranscripts, summaries
Action itemsTasks and assignments
ContactsParticipant information
NotesMeeting notes

Sync Direction​

Configure flow direction:

DirectionDescription
One-wayHarmony → Tool only
Two-wayBidirectional sync

Sync Frequency​

OptionWhen Syncs
Real-timeImmediately
HourlyEvery hour
DailyOnce per day
ManualOn-demand only

Notifications​

Integration Alerts​

Configure notifications:

  • Connection status changes
  • Sync errors
  • Successful syncs (optional)

Where Notifications Go​

  • In-app notifications
  • Email (configurable)
  • Slack/Teams (if connected)

Troubleshooting​

Connection Failed​

  1. Check you have proper permissions in the target tool
  2. Verify you're using correct account
  3. Try disconnecting and reconnecting
  4. Contact support if persists

Sync Not Working​

  1. Check connection status
  2. Verify sync settings
  3. Review sync logs
  4. Check for errors

Permission Denied​

  1. Verify you have admin access in target tool
  2. Check organization policies
  3. Request approval from admin
  4. Try different account

Security​

Data Protection​

All integrations:

  • Use OAuth 2.0 authentication
  • Encrypt data in transit
  • Follow least-privilege principle
  • Can be revoked anytime

Audit Trail​

Integration activity is logged:

  • Connection changes
  • Sync events
  • Error occurrences

Enterprise Integrations​

Custom Integrations​

Enterprise plans can:

  • Build custom integrations
  • Connect internal systems
  • Use API for custom workflows

SSO-Based Auth​

Enterprise integrations can use:

  • SSO for authentication
  • Service accounts
  • API tokens