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HarborOS connects to two kinds of source: your CRM, which brings in deals to forecast, and your document storage, where your signed contracts live so HarborOS can read their terms. You manage both from the Integrations screen.

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Connecting a source

Connecting is a guided authorization — you click Connect on a source, approve access in the window that opens, and you’re done. HarborOS doesn’t ask you to copy API keys or configure anything by hand.

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What a CRM connection does

Once a CRM is connected, your deals sync in — but they don’t go straight into your numbers. They land in Docking, a review queue, where you promote the ones you’ll stand behind and dismiss the rest. Only promoted deals reach your forecast. (See Pipeline review and, for why this gate exists, Judgment is the gate.) You also control which deals sync. Per connection you can set filters — a minimum ARR, excluding closed deals, only future close dates, and specific stages or deal types to leave out — and map your CRM’s fields to HarborOS’s. So the deals that arrive are already scoped to what matters.

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What a document source does

A connected document source (like Google Drive) lets HarborOS read your contract files and extract their terms automatically. Extracted contracts still need your confirmation before they count — see the Quickstart.

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Available now

  • CRM: HubSpot, Salesforce, Attio
  • Documents: Google Drive (Pro plan)

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Coming soon

  • Documents: Microsoft OneDrive, Microsoft SharePoint, Dropbox
  • CRM: Pipedrive, Close, Copper
  • Billing: Chargebee, Maxio
You can request any of these from the Integrations screen to register interest.