# Close AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Close with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 6 Close actions for you like Update Lead, Create Lead, and Search Leads. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Close and reports back. Setup takes about two minutes. - Tool: Close - Category: Sales & CRM - Connection: API key - Actions available: 6 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/close ## What can you ask Viktor to do in Close? - "Update the Close deal I closed today and move it to won." - "Pull this week's pipeline from Close and post a summary to #sales every Friday." - "Find contacts in Close we haven't touched in 30 days and draft follow-ups." - "Cross-check Close against our billing records and flag deals that don't match." ## What can Viktor do in Close? (6 actions) - **List Lead ID Options** - Retrieves available options for the Lead ID field. - **List Status ID Options** - Retrieves available options for the Status ID field. - **Update Lead** - Updates a lead. - **Search Leads** - Search leads with a given field and word. - **Custom Action** - Makes an arbitrary call to the Close API. for all options. - **Create Lead** - Creates a lead. ## How does Viktor work with Close? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Close with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Close actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Close AI agent? A Close AI agent is an AI that connects to your Close account and completes work in it - it doesn't just answer questions about Close, it takes the actions. Viktor is that agent: an AI employee that works in Close 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 Close actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Close Inside Sales Software CRM with Calling & Emailing ## 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 Close 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 Close? Yes. Close 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 Close from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Close to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Close, then paste an API key from your Close 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 Close? Viktor can run 6 Close actions, including Update Lead, Create Lead, and Search Leads - 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 Close? 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 Close actions to take, runs them, and reports back. ### Is my Close data secure with Viktor? Yes. Viktor connects to Close 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 Close integration cost? Nothing extra - every integration, including Close, 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 Close 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 Close, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Close 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.