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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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›Industry fit
Built around the conversations your buyers actually have.
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.
Capabilities
Everything the agent does on the call,
built in.
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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.
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.
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.