# Pipeline AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Pipeline and helps you track deals and customer relationships through a sales pipeline, running 22 Pipeline actions for you like Find User, Find Deal, and Update Deal. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Pipeline and reports back. Viktor connects with a scoped API key. - Tool: Pipeline - Category: Sales & CRM - Connection: API key - Actions available: 22 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/pipeline ## What can you ask Viktor to do in Pipeline? - "Update the Pipeline deal I closed today and move it to won." - "Pull this week's pipeline from Pipeline and post a summary to #sales every Friday." - "Find contacts in Pipeline we haven't touched in 30 days and draft follow-ups." - "Cross-check Pipeline against our billing records and flag deals that don't match." ## What can Viktor do in Pipeline? (22 actions) - **List User ID Options** - Retrieves available options for the User ID field. - **List Person ID Options** - Retrieves available options for the Person ID field. - **List Note Category ID Options** - Retrieves available options for the Note Category ID field. - **List Event Category ID Options** - Retrieves available options for the Event Category ID field. - **List Deal Status ID Options** - Retrieves available options for the Deal Status ID field. - **List Deal Stage ID Options** - Retrieves available options for the Deal Stage ID field. - **List Deal ID Options** - Retrieves available options for the Deal ID field. - **List Company ID Options** - Retrieves available options for the Company ID field. - **Update Person** - Updates a person in your Pipeline account. - **Update Deal** - Updates a deal in your Pipeline account. - **Update Company** - Updates a company in your Pipeline account. - **Move Deal Stage** - Moves a deal to another stage Pipeline account. - **Find User** - Find an existing user on your Pipeline account. - **Find Person** - Find an existing person in your Pipeline account. - **Find Deal** - Find an existing deal in your Pipeline account. - **Find Company** - Find an existing company in your Pipeline account. - **Create Task** - Creates a new calendar task in your Pipeline account. /paths/~1calendarentries/post). - **Create Person** - Creates a new person in your Pipeline account. - **Create Event** - Creates a new calendar event in your Pipeline account. /paths/~1calendarentries/post). - **Create Deal** - Creates a new deal in your Pipeline account. - **Create Company** - Creates a new company in your Pipeline account. - **Create Activity** - Creates a new activity associated with an existing person, company, or deal. /paths/~1notes/post). ## How does Viktor work with Pipeline? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Pipeline with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Pipeline actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Pipeline AI agent? A Pipeline AI agent is an AI that connects to your Pipeline account and completes work in it - it doesn't just answer questions about Pipeline, it takes the actions. Viktor is that agent: an AI employee that works in Pipeline 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 Pipeline actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Pipeline Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales. ## 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 Pipeline 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 Pipeline? Yes. Pipeline 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 Pipeline from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Pipeline to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Pipeline, then paste an API key from your Pipeline 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 Pipeline? Viktor can run 22 Pipeline actions, including Find User, Find Deal, and Update Deal - 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 Pipeline? 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 Pipeline actions to take, runs them, and reports back. ### Is my Pipeline data secure with Viktor? Yes. Viktor connects to Pipeline 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 Pipeline integration cost? Nothing extra - every integration, including Pipeline, 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 Pipeline 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 Pipeline, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Pipeline 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.