# CiviCRM AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to CiviCRM with a scoped API key and helps you track donors and run fundraising campaigns the way a teammate would. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in CiviCRM and reports back. Setup takes about two minutes. - Tool: CiviCRM - Category: Sales & CRM - Connection: API key - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/civicrm ## What can you ask Viktor to do in CiviCRM? - "Draft a thank-you message in CiviCRM for everyone who donated this week." - "Pull this month's fundraising total from CiviCRM and compare it to the goal." - "Find lapsed donors in CiviCRM who haven't given in a year and draft outreach." - "Watch CiviCRM for a large donation and alert me right away." ## What can Viktor do in CiviCRM? Viktor works with CiviCRM through a managed connector to help you track donors and run fundraising campaigns: describe the task in plain English and Viktor figures out the right CiviCRM calls, runs the work, and reports back. ## How does Viktor work with CiviCRM? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect CiviCRM with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the CiviCRM actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a CiviCRM AI agent? A CiviCRM AI agent is an AI that connects to your CiviCRM account and completes work in it - it doesn't just answer questions about CiviCRM, it takes the actions. Viktor is that agent: an AI employee that works in CiviCRM on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 CiviCRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About CiviCRM CiviCRM is web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations. ## 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 CiviCRM 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 CiviCRM? Yes. CiviCRM 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 CiviCRM from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect CiviCRM to Viktor? Ask Viktor in Slack or Microsoft Teams to connect CiviCRM, then paste an API key from your CiviCRM 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 CiviCRM? Viktor works with CiviCRM through a managed connector to help you track donors and run fundraising campaigns: describe the task in plain English and Viktor figures out the right CiviCRM calls, runs the work, and reports back with the result in Slack or Microsoft Teams. ### Do I need to build workflows to automate CiviCRM? 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 Slack or Microsoft Teams, and Viktor decides which CiviCRM actions to take, runs them, and reports back. ### Is my CiviCRM data secure with Viktor? Yes. Viktor connects to CiviCRM 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 CiviCRM integration cost? Nothing extra - every integration, including CiviCRM, 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 CiviCRM 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 CiviCRM, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses CiviCRM 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.