Connecting Your Tools
Harmony connects with the tools you already use so conversations, contacts, tasks, calendar events, emails, and CRM data can flow between systems.
How integrations work in Harmony
Harmony has two main integration scopes.
Workspace integrations are connected by an admin or another user with integration permissions. They apply to the whole organization and are typically used for CRMs, telephony platforms, contact centers, and communication systems.
Personal integrations are connected by individual users. They power personal workflows such as calendars, email, task managers, productivity tools, and Companion actions that use your own account.
Many connected apps also expose Companion tools, which let Companion search, create, update, or send information through that provider. Companion asks for confirmation before sensitive actions unless you have configured auto-approval rules.
Where to find integrations
Open Marketplace from the workspace sidebar.
- Use the Apps tab to browse and connect available integrations.
- Use the Installed tab to manage connected integrations.
- Use the Models tab to browse AI models available to Companion.
The Marketplace appears when you are inside an organization workspace. If you are in a personal route, switch to a workspace first.
Connecting an integration
- Open Marketplace > Apps.
- Click the app you want to connect.
- Review whether it is a workspace or personal integration and what access it needs.
- Follow the connection flow.
Most integrations use OAuth, where a provider popup asks you to sign in and approve Harmony. Some integrations use API keys or provider-specific setup fields such as an instance URL, workspace slug, region, or client credentials.
If an OAuth window does not appear, allow popups for Harmony in your browser and try again.
Managing active integrations
Open Marketplace > Installed to view connected apps. From an integration detail page you may be able to:
- Test the connection.
- Re-authenticate when a token expires or is revoked.
- Trigger a full sync.
- Review sync logs for workspace integrations.
- Configure object or field mappings for supported CRMs.
- Disconnect or delete the integration.
Available actions depend on the provider and whether the integration is personal or workspace-scoped.
Disconnecting an integration
Open the integration from Marketplace > Installed, then choose Delete, Disconnect, or the provider-specific removal action. Removing an integration stops future sync and removes its connection configuration. It does not delete data in the external provider.