# Close AI employee Viktor works in Close for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Close and helps you find and update leads, opportunities, contacts, tasks and activities in Close, running 24 Close actions for you like Get lead, Get user, and List leads. Ask in plain English from your workspace; Viktor does the work in Close and reports back. Viktor connects in one click via OAuth. - Tool: Close - Category: Sales & CRM - Connection: One-click OAuth (native integration) - Actions available: 24 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/close ## What can your AI employee do in Close? Viktor connects to your Close account and completes work in it. He doesn't just answer questions about Close, he takes the actions 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 Close actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Close Find and update leads, opportunities, contacts, tasks and activities ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 24 Close actions, chains them together 3. **Runs in Close** - Helps you find and update leads, opportunities, contacts, tasks and activities in Close - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Close from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Close, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Close work on a schedule, like a weekly Close summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access 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. - Viktor is not affiliated with or endorsed by Close. ## What can you ask Viktor to do in Close? - "Update the Close lead I spoke with today and add a note with the next step." - "Pull this week's new opportunities from Close and post a summary to #sales every Friday." - "Find leads in Close with no activity in 30 days and create follow-up tasks." - "Cross-check Close opportunities against our billing records and flag any that don't match." ## How does Viktor work with Close? 1. Open Viktor in a supported workspace. 2. Connect Close with one-click OAuth - 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 can Viktor do in Close? (24 actions) - **Get current user** - **List activities** - **List lead activities** - **List leads** - **Search leads** - **Get lead** - **List opportunities** - **Get opportunity** - **List tasks** - **List contacts** - **Get contact** - **List users** - **Get user** - **List events** - **List lead custom fields** - **Update lead** - **Create lead** - **Create note** - **Create task** - **API GET request** - **API POST request** - **API PUT request** - **API PATCH request** - **API DELETE request** ## 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) - [Apollo.io](https://viktor.com/integrations/apollo-io) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Instantly](https://viktor.com/integrations/instantly) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [ActiveCampaign](https://viktor.com/integrations/activecampaign) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) ## FAQ ### Does Viktor integrate with Close? Yes. Close is one of the 9,800+ tools Viktor connects to, as one of Viktor's native, deepest integrations. Once connected, anyone on your team can put Viktor to work in Close from their workspace - no workflow builder, no code. ### How do I connect Close to Viktor? Ask Viktor in your workspace to connect Close, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Close? Viktor can run 24 Close actions, including Get lead, Get user, and List leads - and chain them with other tools in a single request. In practice that means Viktor helps you find and update leads, opportunities, contacts, tasks and activities in Close. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. You connect it with Sign in with Close (OAuth). Viktor has 24 Close tools: 19 for leads, opportunities, contacts, tasks, notes, activities, users and events, plus 5 that call any other Close API endpoint (GET, POST, PUT, PATCH and DELETE). Changes wait for your approval when your workspace asks for it. Viktor is not affiliated with or endorsed by Close. ### Do I need to build workflows for Close? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, 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 in one click via OAuth, 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; the Team plan is $100 a month. ### Can Viktor use Close together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Close, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.