# Pipedrive AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Pipedrive in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 26 Pipedrive actions for you like Get Deal, Add Note, and Add Lead. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Pipedrive and reports back. Setup takes about two minutes. - Tool: Pipedrive - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 26 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/pipedrive ## What can you ask Viktor to do in Pipedrive? - "Update the Pipedrive deal I closed today and move it to won." - "Pull this week's pipeline from Pipedrive and post a summary to #sales every Friday." - "Find contacts in Pipedrive we haven't touched in 30 days and draft follow-ups." - "Cross-check Pipedrive against our billing records and flag deals that don't match." ## What can Viktor do in Pipedrive? (26 actions) - **List User ID Options** - Retrieves available options for the User ID field. - **List Person Label IDs Options** - Retrieves available options for the Person Label IDs field. - **List Organization Label IDs Options** - Retrieves available options for the Organization Label IDs field. - **List Lead Label IDs Options** - Retrieves available options for the Lead Label IDs field. - **Update Person** - Updates an existing person in Pipedrive. - **Update Lead** - Updates a lead in Pipedrive. - **Update Deal** - Updates the properties of a deal. See the Pipedrive API docs for Deals here. - **Search persons** - Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here. - **Search Notes** - Search for notes in Pipedrive. - **Search Leads** - Search for leads by name or email. - **Remove Labels** - Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. - **Remove Duplicate Notes** - Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes. - **Merge Persons** - Merge two persons in Pipedrive. - **Merge Deals** - Merge two deals in Pipedrive. - **List Deals** - List deals in your Pipedrive account. - **Get person details** - Get details of a person by their ID. - **Get Lead by ID** - Get a lead by its ID. - **Get Deal** - Get a deal by its ID. - **Get All Leads** - Get all leads from Pipedrive. - **Add Person** - Adds a new person. See the Pipedrive API docs for People here. - **Add Organization** - Adds a new organization. See the Pipedrive API docs for Organizations here. - **Add Note** - Adds a new note. For info on adding an note in Pipedrive. - **Add Lead** - Create a new lead in Pipedrive. - **Add Labels** - Adds labels to a lead, person, deal, or organization in Pipedrive. - **Add Deal** - Adds a new deal. See the Pipedrive API docs for Deals here. - **Add Activity** - Adds a new activity. Includes moreactivitiesscheduledincontext property in response's additionaldata which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive. ## How does Viktor work with Pipedrive? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Pipedrive with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Pipedrive actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Pipedrive AI agent? A Pipedrive AI agent is an AI that connects to your Pipedrive account and completes work in it - it doesn't just answer questions about Pipedrive, it takes the actions. Viktor is that agent: an AI employee that works in Pipedrive 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 Pipedrive actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Pipedrive Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Pipedrive 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 Pipedrive? Yes. Pipedrive 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 Pipedrive from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Pipedrive to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Pipedrive, 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 Pipedrive? Viktor can run 26 Pipedrive actions, including Get Deal, Add Note, and Add Lead - 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 Pipedrive? 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 Pipedrive actions to take, runs them, and reports back. ### Is my Pipedrive data secure with Viktor? Yes. Viktor connects to Pipedrive 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 Pipedrive integration cost? Nothing extra - every integration, including Pipedrive, 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 Pipedrive 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 Pipedrive, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Pipedrive 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) - [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.