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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.

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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.

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.

Industry fit

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
01

Connect your CRM

Link monday CRM in minutes. Harmony.ai reads your pipelines, deal stages, contacts, accounts, and owners, no CRM rebuild required.

02

Match the record

Every call is matched to the right contact, account, and open deal before anything is written back, or flagged as a new lead.

03

Work the pipeline

The agent qualifies on your criteria, moves the deal to the right stage, fills in the fields, and books the next step with its owner.

04

Log the activity

Summary, outcome, and transcript land on the deal's activity timeline, and the automations you already built fire as usual.

Frequently asked questions

Harmony.ai adds a voice agent that works directly against monday CRM. It answers or places the call, qualifies the lead against your criteria, creates or updates the contact and deal, moves the deal to the right stage, and logs the summary and transcript to the activity timeline.

Yes. When a call changes where a deal stands, the agent moves it to the stage you mapped and updates the fields behind it, so the pipeline reflects the conversation without a rep doing admin afterwards. Any monday CRM automation built on that stage runs as usual.

Yes. If a caller does not match an existing record, the agent captures the details on the call and creates the contact, account, and deal in monday CRM, assigned to the right owner and sitting in the correct pipeline from the start.

Yes. The call summary, outcome, and full transcript post to the deal's activity timeline, so anyone opening the record sees exactly what was said without leaving monday CRM.

Revenue teams running their pipeline in monday CRM: sales, inside sales, and SDR teams that get more inbound and follow-up calls than reps can pick up, and want every one of them qualified, logged, and moved forward.

Enterprise-grade security

Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance.

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SOC Type 2

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

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GDPR

With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.

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HIPAA

We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.

ISO 27001 information security badge

ISO 27001

Harmony.ai is fully certified with ISO 27001, the internationally recognized standard for information security management.

AICPA SOC 2 badge

SOC Type 2

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

GDPR badge with a ring of EU stars

GDPR

With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.

HIPAA badge with a caduceus

HIPAA

We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.

ISO 27001 information security badge

ISO 27001

Harmony.ai is fully certified with ISO 27001, the internationally recognized standard for information security management.

Ready to accelerate your business with AI voice?

Built for revenue conversations, not just call handling. Talk to our team and see what the brain behind the voice can do for your pipeline.

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The voice AI platform revenue teams actually keep.

Built for revenue conversations, not just call handling. Talk to our team of Voice AI experts and see what the brain behind the voice can do for your pipeline.

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