Integration · monday CRM
AI voice agent for monday CRM
harmony.ai connects to monday CRM to answer or place the call, then qualifies the lead, moves the deal stage, and logs the whole conversation on the record.
Turn every call into pipeline movement
harmony.ai answers or places the call, qualifies the lead, moves the deal stage, and logs the whole conversation into monday CRM automatically.
Built around the conversations your buyers actually have.
The plays your team runs every day - handled end to end by an AI voice agent built for your industry.
Explore the platform›What connects to monday CRM
harmony.ai reads the pipelines, deal stages, contacts, accounts, and activity timelines you already use to run revenue in monday CRM, along with who owns each deal. Every inbound or outbound call is checked against those records first, so the agent knows whether it is working an open deal, a known contact, or a brand new lead.
What the agent does on a call
On the call, the agent qualifies against your criteria, captures the fields a rep would normally type in afterwards, and moves the deal to the stage that matches where the conversation actually landed. A new lead becomes a contact with a deal attached, a meeting is booked straight onto the owner’s calendar, and a buyer who is ready now can be transferred live to the rep who owns the account.
After the call
The summary, outcome, and full transcript post to the deal’s activity timeline, visible to anyone opening the record, and any monday CRM automation built on that stage change runs the same way it would if a rep had moved the deal by hand. Forecasts, dashboards, and follow-up reminders stay accurate with nobody doing admin after hanging up.
Frequently asked questions
What are monday CRM's AI features with harmony.ai?
Does the agent move deal stages automatically?
Can it create new leads and contacts from a call?
Does the call transcript show up on the deal?
Who is this built for?
Enterprise-grade security
Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance.
SOC Type 2
We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.
GDPR
With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.
HIPAA
We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.
ISO 27001
Harmony is fully certified with ISO 27001, the internationally recognized standard for information security management.