# Agile CRM AI employee Viktor is an AI employee that connects to Agile CRM and helps you track deals and customer relationships through a sales pipeline, running 14 Agile CRM actions for you like Update Deal, Create Task, and Create Deal. Ask in plain English from your workspace; Viktor does the work in Agile CRM and reports back. Viktor connects with a scoped API key. - Tool: Agile CRM - Category: Sales & CRM - Connection: API key - Actions available: 14 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/agile-crm ## What can you ask Viktor to do in Agile CRM? - "Update the Agile CRM deal I closed today and move it to won." - "Pull this week's pipeline from Agile CRM and post a summary to #sales every Friday." - "Find contacts in Agile CRM we haven't touched in 30 days and draft follow-ups." - "Cross-check Agile CRM against our billing records and flag deals that don't match." ## What can Viktor do in Agile CRM? (14 actions) - **List Filter Options** - Retrieves available options for the Filter field. - **Update Deal** - Updates an existing deal in Agile CRM. - **Update Deal Note** - Update a note attached to a deal. - **Update Contact** - Update an existing contact in Agile CRM. - **Update Company** - Updates an existing company in Agile CRM. - **Create Ticket** - Create a new ticket in Agile CRM. - **Create Task** - Create a new task in Agile CRM. - **Create Deal** - Create a new deal in Agile CRM. - **Create Deal Note** - Adds a note to a deal. - **Create Contact** - Create a new contact in Agile CRM. - **Create Contact Note** - Adds a note to a contact. - **Create Company** - Create a new company in Agile CRM. - **Add Tags to Contact** - Adds a tag or tags to an existing contact. - **Add Score to Contact** - Used to change the score of a contact. ## How does Viktor work with Agile CRM? 1. Open Viktor in a supported workspace. 2. Connect Agile CRM with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Agile CRM actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Agile CRM AI agent? A Agile CRM AI agent is an AI that connects to your Agile CRM account and completes work in it - it doesn't just answer questions about Agile CRM, it takes the actions. Viktor is an AI employee that works in Agile CRM on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Agile CRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Agile CRM Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Agile CRM actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Agile CRM? Yes. Agile CRM is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Agile CRM from their workspace - no workflow builder, no code. ### How do I connect Agile CRM to Viktor? Ask Viktor in your workspace to connect Agile CRM, then paste an API key from your Agile CRM account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Agile CRM? Viktor can run 14 Agile CRM actions, including Update Deal, Create Task, and Create Deal - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Agile CRM? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Agile CRM actions to take, runs them, and reports back. ### Is my Agile CRM data secure with Viktor? Yes. Viktor connects to Agile CRM with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Agile CRM integration cost? Nothing extra - every integration, including Agile CRM, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Agile CRM together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Agile CRM, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Viktor uses Agile CRM together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.