# DealCloud AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to DealCloud in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 5 DealCloud actions for you like Update Record, Get Record(s), and Create Record. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in DealCloud and reports back. Setup takes about two minutes. - Tool: DealCloud - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 5 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/dealcloud ## What can you ask Viktor to do in DealCloud? - "Update the DealCloud deal I closed today and move it to won." - "Pull this week's pipeline from DealCloud and post a summary to #sales every Friday." - "Find contacts in DealCloud we haven't touched in 30 days and draft follow-ups." - "Cross-check DealCloud against our billing records and flag deals that don't match." ## What can Viktor do in DealCloud? (5 actions) - **List Object ID Options** - Retrieves available options for the Object ID field. - **Update Record** - Updates a record (entry) in DealCloud. - **Get Record(s)** - Retrieves one or more records (entries) from DealCloud. - **Delete Record(s)** - Deletes one or more records (entries) from DealCloud. - **Create Record** - Creates a new record (entry) in DealCloud. ## How does Viktor work with DealCloud? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect DealCloud with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the DealCloud actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a DealCloud AI agent? A DealCloud AI agent is an AI that connects to your DealCloud account and completes work in it - it doesn't just answer questions about DealCloud, it takes the actions. Viktor is that agent: an AI employee that works in DealCloud 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 DealCloud actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About DealCloud DealCloud is more than a CRM. It’s a single platform for your team’s knowledge and workflows - managing relationships, tracking and forecasting pipeline, and streamlining deal execution. With Applied AI and a private-capital data foundation, it helps you find the best opportunities and close more deals across the investment lifecycle. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive DealCloud 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 DealCloud? Yes. DealCloud 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 DealCloud from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect DealCloud to Viktor? Ask Viktor in Slack or Microsoft Teams to connect DealCloud, 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 DealCloud? Viktor can run 5 DealCloud actions, including Update Record, Get Record(s), and Create Record - 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 DealCloud? 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 DealCloud actions to take, runs them, and reports back. ### Is my DealCloud data secure with Viktor? Yes. Viktor connects to DealCloud 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 DealCloud integration cost? Nothing extra - every integration, including DealCloud, 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 DealCloud 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 DealCloud, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses DealCloud 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.