# EspoCRM AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to EspoCRM with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 4 EspoCRM actions for you like Create Task, List Accounts, and Create Contact. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in EspoCRM and reports back. Setup takes about two minutes. - Tool: EspoCRM - Category: Sales & CRM - Connection: API key - Actions available: 4 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/espocrm ## What can you ask Viktor to do in EspoCRM? - "Update the EspoCRM deal I closed today and move it to won." - "Pull this week's pipeline from EspoCRM and post a summary to #sales every Friday." - "Find contacts in EspoCRM we haven't touched in 30 days and draft follow-ups." - "Cross-check EspoCRM against our billing records and flag deals that don't match." ## What can Viktor do in EspoCRM? (4 actions) - **List Assigned User Options** - Retrieves available options for the Assigned User field. - **List Accounts** - Retrieves a list of accounts from Espo CRM. - **Create Task** - This component creates a new task in Espo CRM. - **Create Contact** - Creates a new contact in Espo CRM. ## How does Viktor work with EspoCRM? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect EspoCRM with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the EspoCRM actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a EspoCRM AI agent? A EspoCRM AI agent is an AI that connects to your EspoCRM account and completes work in it - it doesn't just answer questions about EspoCRM, it takes the actions. Viktor is that agent: an AI employee that works in EspoCRM 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 EspoCRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About EspoCRM Open Source CRM. Easy to customize. ## 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 EspoCRM 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 EspoCRM? Yes. EspoCRM 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 EspoCRM from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect EspoCRM to Viktor? Ask Viktor in Slack or Microsoft Teams to connect EspoCRM, then paste an API key from your EspoCRM 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 EspoCRM? Viktor can run 4 EspoCRM actions, including Create Task, List Accounts, and Create Contact - 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 EspoCRM? 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 EspoCRM actions to take, runs them, and reports back. ### Is my EspoCRM data secure with Viktor? Yes. Viktor connects to EspoCRM 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 EspoCRM integration cost? Nothing extra - every integration, including EspoCRM, 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 EspoCRM 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 EspoCRM, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses EspoCRM 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.