# Nutshell AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Nutshell with a scoped API key and helps you track deals and customer relationships through a sales pipeline, running 20 Nutshell actions for you like Get Lead, Update Lead, and Get Contact. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Nutshell and reports back. Setup takes about two minutes. - Tool: Nutshell - Category: Sales & CRM - Connection: API key - Actions available: 20 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/nutshell ## What can you ask Viktor to do in Nutshell? - "Update the Nutshell deal I closed today and move it to won." - "Pull this week's pipeline from Nutshell and post a summary to #sales every Friday." - "Find contacts in Nutshell we haven't touched in 30 days and draft follow-ups." - "Cross-check Nutshell against our billing records and flag deals that don't match." ## What can Viktor do in Nutshell? (20 actions) - **Update Lead** - Update an existing lead in Nutshell. Use leads/0/manualValue for value updates. - **Update Contact** - Update an existing contact (person) in Nutshell. - **Update Company** - Update an existing company (account) in Nutshell. - **Search Leads** - Search leads in Nutshell. Returns records in the existing lead output format. - **Search Contacts** - Search contacts (people) in Nutshell. Returns records in the existing contact output format. - **Search Companies** - Search companies (accounts) in Nutshell. Returns records in the existing company output format. - **List Territory Id Options** - Retrieves available options for the Territory Id field. - **List Market Id Options** - Retrieves available options for the Market Id field. - **List Lead ID Options** - Retrieves available options for the Lead ID field. - **List Industry Id Options** - Retrieves available options for the Industry Id field. - **List Contact Id Options** - Retrieves available options for the Contact Id field. - **List Company ID Options** - Retrieves available options for the Company ID field. - **List Audience Id Options** - Retrieves available options for the Audience Id field. - **List Account Type Id Options** - Retrieves available options for the Account Type Id field. - **Get Lead** - Retrieve a single lead from Nutshell. - **Get Contact** - Retrieve a single contact (person) from Nutshell. - **Get Company** - Retrieve a single company (account) from Nutshell. - **Create Lead** - Create a new lead in Nutshell. - **Create Contact** - Create a new contact (person) in Nutshell. - **Create Company** - Create a new company (account) in Nutshell. ## How does Viktor work with Nutshell? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Nutshell with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Nutshell actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Nutshell AI agent? A Nutshell AI agent is an AI that connects to your Nutshell account and completes work in it - it doesn't just answer questions about Nutshell, it takes the actions. Viktor is that agent: an AI employee that works in Nutshell 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 Nutshell actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Nutshell The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. ## 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 Nutshell 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 Nutshell? Yes. Nutshell 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 Nutshell from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Nutshell to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Nutshell, then paste an API key from your Nutshell 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 Nutshell? Viktor can run 20 Nutshell actions, including Get Lead, Update Lead, and Get 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 Nutshell? 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 Nutshell actions to take, runs them, and reports back. ### Is my Nutshell data secure with Viktor? Yes. Viktor connects to Nutshell 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 Nutshell integration cost? Nothing extra - every integration, including Nutshell, 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 Nutshell 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 Nutshell, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Nutshell 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.