# Copper AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Copper and helps you track deals and customer relationships through a sales pipeline, running 6 Copper actions for you like Get Object, List Tags Options, and Associate to Project. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Copper and reports back. Viktor connects in one click via OAuth. - Tool: Copper - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 6 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/copper ## What can you ask Viktor to do in Copper? - "Update the Copper deal I closed today and move it to won." - "Pull this week's pipeline from Copper and post a summary to #sales every Friday." - "Find contacts in Copper we haven't touched in 30 days and draft follow-ups." - "Cross-check Copper against our billing records and flag deals that don't match." ## What can Viktor do in Copper? (6 actions) - **List Tags Options** - Retrieves available options for the Tags field. - **List Object Type Options** - Retrieves available options for the Object Type field. - **Get Object** - Retrieves an existing CRM object. - **Create or Update Project** - Creates a new project or updates an existing one based on the project name. - **Create or Update Person** - Creates a new person or updates an existing one based on email address. - **Associate to Project** - Relates an existing project with an existing CRM object. ## How does Viktor work with Copper? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Copper with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Copper actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Copper AI agent? A Copper AI agent is an AI that connects to your Copper account and completes work in it - it doesn't just answer questions about Copper, it takes the actions. Viktor is that agent: an AI employee that works in Copper 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 Copper actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Copper CRM Software Solutions Company ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Copper 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 Copper? Yes. Copper 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 Copper from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Copper to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Copper, 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 Copper? Viktor can run 6 Copper actions, including Get Object, List Tags Options, and Associate to Project - 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 Copper? 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 Copper actions to take, runs them, and reports back. ### Is my Copper data secure with Viktor? Yes. Viktor connects to Copper 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 Copper integration cost? Nothing extra - every integration, including Copper, 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 Copper 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 Copper, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Copper 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.