# Workbooks CRM AI employee Viktor is an AI employee that connects to Workbooks CRM and helps you track deals and customer relationships through a sales pipeline, running 5 Workbooks CRM actions for you like Update Person, Create Person, and Create Organisation. Ask in plain English from your workspace; Viktor does the work in Workbooks CRM and reports back. Viktor connects in one click via OAuth. - Tool: Workbooks CRM - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 5 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/workbooks-crm ## What can you ask Viktor to do in Workbooks CRM? - "Update the Workbooks CRM deal I closed today and move it to won." - "Pull this week's pipeline from Workbooks CRM and post a summary to #sales every Friday." - "Find contacts in Workbooks CRM we haven't touched in 30 days and draft follow-ups." - "Cross-check Workbooks CRM against our billing records and flag deals that don't match." ## What can Viktor do in Workbooks CRM? (5 actions) - **Update Person** - Updates a person. - **Find or Create an Order** - Returns and order if exists otherwise creates a new one. - **Create Person** - Creates a person. People are recorded in your database, e.g a contact, an employee. - **Create Organisation** - Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition. - **Create Customer Order** - Creates an order from your customers for your goods or services. ## How does Viktor work with Workbooks CRM? 1. Open Viktor in a supported workspace. 2. Connect Workbooks CRM with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Workbooks CRM actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Workbooks CRM AI agent? A Workbooks CRM AI agent is an AI that connects to your Workbooks CRM account and completes work in it - it doesn't just answer questions about Workbooks CRM, it takes the actions. Viktor is an AI employee that works in Workbooks CRM on your behalf and delivers the finished result to your workspace. 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 Workbooks CRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Workbooks CRM Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Workbooks CRM 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 Workbooks CRM? Yes. Workbooks CRM 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 Workbooks CRM from their workspace - no workflow builder, no code. ### How do I connect Workbooks CRM to Viktor? Ask Viktor in your workspace to connect Workbooks CRM, 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 Workbooks CRM? Viktor can run 5 Workbooks CRM actions, including Update Person, Create Person, and Create Organisation - 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 Workbooks CRM? 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 your workspace, and Viktor decides which Workbooks CRM actions to take, runs them, and reports back. ### Is my Workbooks CRM data secure with Viktor? Yes. Viktor connects to Workbooks CRM 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 Workbooks CRM integration cost? Nothing extra - every integration, including Workbooks CRM, 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 Workbooks CRM 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 Workbooks CRM, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Viktor uses Workbooks CRM 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.