# Cloze AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Cloze and helps you track deals and customer relationships through a sales pipeline, running 3 Cloze actions for you like Create Note, Create Or Update Project, and Create Or Update Company. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Cloze and reports back. Viktor connects in one click via OAuth. - Tool: Cloze - Category: Marketing - Connection: One-click OAuth - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/cloze ## What can you ask Viktor to do in Cloze? - "Update the Cloze deal I closed today and move it to won." - "Pull this week's pipeline from Cloze and post a summary to #sales every Friday." - "Find contacts in Cloze we haven't touched in 30 days and draft follow-ups." - "Cross-check Cloze against our billing records and flag deals that don't match." ## What can Viktor do in Cloze? (3 actions) - **Create Or Update Project** - Create a new project or merge updates into an existing one. - **Create Or Update Company** - Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. - **Create Note** - Creates a note in Cloze. ## How does Viktor work with Cloze? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Cloze with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Cloze actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Cloze AI agent? A Cloze AI agent is an AI that connects to your Cloze account and completes work in it - it doesn't just answer questions about Cloze, it takes the actions. Viktor is that agent: an AI employee that works in Cloze 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 Cloze actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Cloze Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Cloze 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 Cloze? Yes. Cloze 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 Cloze from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Cloze to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Cloze, 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 Cloze? Viktor can run 3 Cloze actions, including Create Note, Create Or Update Project, and Create Or Update Company - 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 Cloze? 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 Cloze actions to take, runs them, and reports back. ### Is my Cloze data secure with Viktor? Yes. Viktor connects to Cloze 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 Cloze integration cost? Nothing extra - every integration, including Cloze, 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 Cloze 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 Cloze, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Cloze together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Marketing integrations - [Meta Ads](https://viktor.com/integrations/meta-ads) - [Google Ads](https://viktor.com/integrations/google-ads) - [YouTube](https://viktor.com/integrations/youtube) - [Customer.io](https://viktor.com/integrations/customer-io) - [Instagram](https://viktor.com/integrations/instagram) - [Zendesk](https://viktor.com/integrations/zendesk) - [Mailchimp](https://viktor.com/integrations/mailchimp) - [Add to Calendar PRO](https://viktor.com/integrations/add-to-calendar-pro) ## 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.