CRM Sync

Keep your CRM automatically updated with conversation intelligence.

Overview

Harmony syncs with your CRM to:

• Log meeting activities automatically
• Attach transcripts and summaries
• Update contact information
• Track conversation history
• Surface insights in CRM

Supported CRMs

Salesforce

Full integration with:

• Activity logging
• Contact/Lead matching
• Opportunity updates
• Custom object support
• Field mapping

HubSpot

Full integration with:

• Meeting logging
• Contact association
• Deal updates
• Task creation
• Custom properties

Setting Up CRM Sync

Salesforce Setup

1. Go to Settings → Integrations
2. Find Salesforce
3. Click Connect
4. Log in to Salesforce
5. Grant permissions
6. Configure sync settings

Permissions needed:

• Read/write Activities
• Read/write Contacts/Leads
• Read/write Opportunities (optional)
• Custom objects (if used)

HubSpot Setup

1. Go to Settings → Integrations
2. Find HubSpot
3. Click Connect
4. Log in to HubSpot
5. Authorize access
6. Configure sync settings

Permissions needed:

• Contacts read/write
• Deals read/write
• Activities/Notes
• Tasks

What Gets Synced

Activities

Each meeting creates an activity in CRM:

Field	Synced Value
Subject	Meeting title
Date	Meeting date/time
Duration	Meeting length
Description	AI summary
Attendees	Meeting participants

Transcripts

Optionally attach:

• Full transcript
• Summary only
• Key moments
• Action items

Contacts

Match and update contacts:

• Match by email
• Create new if not found
• Update contact info
• Track last interaction

Deals/Opportunities

📝 ASSUMPTION: Deal updates may be available:

• Log activity to deal
• Update deal stage (configurable)
• Track deal mentions

Field Mapping

Standard Fields

Harmony maps automatically:

Harmony	Salesforce	HubSpot
Meeting Title	Subject	Meeting Name
Date	ActivityDate	Date
Summary	Description	Notes
Duration	DurationInMinutes	Duration

Custom Field Mapping

Map custom fields:

1. Go to integration settings
2. Click Field Mapping
3. Select Harmony field
4. Map to CRM field
5. Save mapping

Custom Attributes

Map Harmony custom attributes to CRM:

1. Create custom attribute in Harmony
2. Map to CRM custom field
3. Data syncs automatically

Contact Matching

How Matching Works

Harmony matches meeting participants to CRM:

1. Extract email from meeting attendee
2. Search CRM for matching email
3. Link meeting to contact/lead
4. Create if not found (optional)

Matching Settings

Configure matching behavior:

Setting	Options
Match on	Email, name, domain
Create new	Yes, no, pending review
Priority	Contact vs. Lead

Handling Unknowns

For unmatched participants:

• Flag for manual review
• Auto-create as lead
• Ignore (don't sync)

Sync Timing

Real-Time Sync

Meeting syncs immediately:

• Activity created after processing
• ~5 minutes after meeting ends
• Includes summary and transcript

Batch Sync

📝 ASSUMPTION: Batch sync may be available:

• Sync multiple meetings at once
• Catch up on historical data
• Scheduled sync runs

Manual Sync

Force sync on demand:

1. Open meeting
2. Click Sync to CRM
3. Select what to sync
4. Confirm

Viewing Synced Data

In CRM

See Harmony data in your CRM:

• Activity timeline
• Notes section
• Custom fields
• Related lists

In Harmony

See CRM data in Harmony:

• Contact/account info
• Deal information
• Relationship context

Bi-Directional Sync

From CRM to Harmony

Pull data from CRM:

• Contact details
• Account information
• Deal stage
• Custom fields

Use Cases

• Pre-meeting context
• Account health data
• Historical information
• Team assignments

Troubleshooting CRM Sync

Meeting Not Syncing

1. Check CRM connection status
2. Verify sync is enabled
3. Confirm contact matching worked
4. Check for sync errors

Wrong Contact Matched

1. Check email addresses
2. Review matching rules
3. Manually correct in CRM
4. Update matching settings

Duplicate Activities

1. Check sync settings
2. Review deduplication rules
3. Clean up duplicates in CRM
4. Adjust sync frequency

Sync Errors

Common errors:

Error	Cause	Solution
Permission denied	Insufficient access	Check CRM permissions
Contact not found	Matching failed	Review matching rules
Field validation	Invalid data	Check field mapping
Rate limited	Too many requests	Wait and retry

Best Practices

1. Start with Activities Only

Begin with simple activity logging:

• Verify activities sync correctly
• Confirm matching works
• Then add more features

2. Review Matching Rules

Regularly check:

• Are contacts matching correctly?
• Should you create vs. skip unknowns?
• Any false matches?

3. Keep Fields Updated

• Ensure CRM fields exist
• Update mappings when fields change
• Test after CRM updates

4. Monitor Sync Health

• Check sync status regularly
• Review error logs
• Address issues promptly

Advanced Configuration

Salesforce

• Custom object sync
• Record type assignment
• Workflow trigger integration
• Process builder integration

HubSpot

• Custom property sync
• Workflow enrollment
• Contact scoring integration
• Deal pipeline automation