# Keap (Infusionsoft) AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Keap (Infusionsoft) in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 34 Keap (Infusionsoft) actions for you like Send Email, List Users, and List Tasks. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Keap (Infusionsoft) and reports back. Setup takes about two minutes. - Tool: Keap (Infusionsoft) - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 34 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/keap-infusionsoft ## What can you ask Viktor to do in Keap (Infusionsoft)? - "Update the Keap (Infusionsoft) deal I closed today and move it to won." - "Pull this week's pipeline from Keap (Infusionsoft) and post a summary to #sales every Friday." - "Find contacts in Keap (Infusionsoft) we haven't touched in 30 days and draft follow-ups." - "Cross-check Keap (Infusionsoft) against our billing records and flag deals that don't match." ## What can Viktor do in Keap (Infusionsoft)? (34 actions) - **Upload File** - Upload a file to Keap CRM. - **Update Task** - Update an existing task in Keap CRM. - **Update Opportunity** - Update an existing opportunity in Keap CRM. - **Update Contact** - Update an existing contact in Keap CRM. - **Set Opportunity Stage** - Set the stage of an opportunity in Keap CRM. - **Send Email** - Send an email to one or more contacts in Keap CRM. - **Send Email Template** - Send an email template to one or more contacts in Keap CRM. - **Retrieve User** - Retrieve a single user by ID from Keap CRM. - **Retrieve Task** - Retrieve a single task by ID. - **Retrieve Opportunity** - Retrieve a single opportunity by ID. - **Retrieve Opportunity Custom Fields Model** - Retrieve the custom fields model for opportunities. - **Retrieve Contact Model** - Retrieve the custom fields model for contacts to discover available custom field IDs and types. - **List Users** - List users in Keap CRM with optional filtering. - **List Tasks** - Retrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with userid==UNASSIGNED. - **List Opportunity Stages** - List opportunity stages in Keap CRM with optional filtering. - **List Opportunities** - List opportunities with optional filters. - **List Contacts** - Search for and list all the contacts that match by filters. - **List Contact Notes** - List notes for a contact in Keap CRM. - **List Companies** - Search for and list all the companies that match by filters. - **List Affiliates** - List affiliates with optional filters in Keap CRM. - **Get Contact** - Retrieve details of a Contact. - **Get Company** - Retrieve details of a Company. - **Delete Task** - Delete a single task by ID. - **Create Task** - Create a new task in Keap CRM. - **Create Payment** - Create or add a payment record. - **Create Order Item** - Add an item to an existing order. - **Create Opportunity** - Create a new opportunity in Keap CRM. - **Create Opportunity Stage** - Create a new opportunity stage in Keap CRM. - **Create Contact** - Create a new contact in Keap CRM. - **Create Contact Note** - Create a new note for a contact in Keap CRM. - **Create Company** - Create a new company (account) in Keap CRM. - **Create Affiliate** - Create a new affiliate in Keap CRM. - **Apply Tag to Contacts** - Apply a tag to one or more contacts in Keap CRM. - **Add Contact to Automation** - Add one or more contacts to an automation sequence in Keap CRM. ## How does Viktor work with Keap (Infusionsoft)? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Keap (Infusionsoft) with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Keap (Infusionsoft) actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Keap (Infusionsoft) AI agent? A Keap (Infusionsoft) AI agent is an AI that connects to your Keap (Infusionsoft) account and completes work in it - it doesn't just answer questions about Keap (Infusionsoft), it takes the actions. Viktor is that agent: an AI employee that works in Keap (Infusionsoft) 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 Keap (Infusionsoft) actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Keap (Infusionsoft) CRM, sales & marketing platform ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Keap (Infusionsoft) 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 Keap (Infusionsoft)? Yes. Keap (Infusionsoft) 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 Keap (Infusionsoft) from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Keap (Infusionsoft) to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Keap (Infusionsoft), 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 Keap (Infusionsoft)? Viktor can run 34 Keap (Infusionsoft) actions, including Send Email, List Users, and List Tasks - 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 Keap (Infusionsoft)? 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 Keap (Infusionsoft) actions to take, runs them, and reports back. ### Is my Keap (Infusionsoft) data secure with Viktor? Yes. Viktor connects to Keap (Infusionsoft) 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 Keap (Infusionsoft) integration cost? Nothing extra - every integration, including Keap (Infusionsoft), 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 Keap (Infusionsoft) 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 Keap (Infusionsoft), cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Keap (Infusionsoft) 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 (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) - [Lusha](https://viktor.com/integrations/lusha) ## 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.