Workspace Integrations
Workspace integrations connect Harmony to CRMs, contact centers, and communication platforms at the organization level. Admins set them up and they apply to the entire workspace.
How to access workspace integrations
To access workspace integrations in Harmony, start by clicking your workspace name at the top-left corner of the app. This will open a menu - here, select Workspace settings to enter your organization’s settings area.
Once you’re inside Workspace settings, take a look at the sidebar on the left. Scroll down until you reach the Connections section, and then click on Integrations. This will open the integrations page, where you’ll see two main tabs near the top: Workspace and Personal. To manage organization-wide integrations, just make sure you’re on the Workspace tab. Everything you set up here will apply to your whole team.
Available integrations
Four workspace integrations are currently available.
Attio is a modern CRM platform. Connecting it lets Harmony sync meeting data with your Attio contacts, accounts, and deals.
OpenPhone is a cloud-based phone system. Connect it to import call recordings and sync contact information with Harmony.
Pipedrive is a sales-focused CRM. Linking it to Harmony keeps your deal pipeline updated with conversation data and activity logs.
Talkdesk is a contact center platform. Connecting it automatically imports your call recordings into Harmony for transcription and analysis.
Example: Connecting Talkdesk
Talkdesk is a great example of how simple and smooth it is to set up a workspace integration in Harmony.
To get started, just look for the Talkdesk card on the integrations page. When you’re ready, click the Connect button to begin the setup process. Harmony will first ask for your Instance URL, which is just your unique Talkdesk subdomain - if your company’s address is something like mycompany.talkdesk.com, you’d simply enter “mycompany” in this field. Don’t worry about the region just yet; Harmony will prompt you to select your Region from a dropdown to make sure everything is routed correctly based on your Talkdesk account.
Next, you’ll have a chance to choose how you want to connect. For most users, the Standard connection is all you need, but if your organization has advanced requirements and is on an Enterprise plan, you can opt for a Custom Connection instead.
After you’ve filled everything out, click Connect with OAuth. Harmony will handle the rest—redirecting you to authorize the connection securely with Talkdesk.
Once everything is set up, you’ll notice a difference right away: your Talkdesk call recordings start importing automatically into Harmony. There’s no manual uploading required - Harmony keeps your call data in sync, so you and your team can focus on the conversations that matter.
Coming soon
Over 29 additional workspace integrations are planned, including HubSpot, Salesforce, Zoom, Intercom, Zendesk, Aircall, Dialpad, JustCall, Gong, SalesLoft, Ringcentral, Vonage, Twilio, and more. These appear on the integrations page with a "Coming Soon" label.
Managing active integrations
Once connected, an integration appears under Active Integrations at the top of the page with a green status indicator. Click the three-dot menu on any active integration to view its settings or disconnect it.
Harmony-remote appears as a default active integration. This is the built-in connection that powers Companion's ability to join meetings remotely.