Close AI Employee - Automate Close | Viktor
Close AI employee
Viktor is an AI employee that connects to Close and helps you track deals and customer relationships through a sales pipeline, running 6 Close actions for you like Update Lead, Create Lead, and Search Leads. Ask in plain English from your workspace; Viktor does the work in Close and reports back. Viktor connects with a scoped API key.
What is a Close AI agent?
A Close AI agent is an AI that connects to your Close account and completes work in it - it doesn't just answer questions about Close, it takes the actions. Viktor is an AI employee that works in Close 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 Close actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
What can you ask Viktor to do in Close?
Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.
- “Update the Close deal I closed today and move it to won.”
- “Pull this week's pipeline from Close and post a summary to #sales every Friday.”
- “Find contacts in Close we haven't touched in 30 days and draft follow-ups.”
- “Cross-check Close against our billing records and flag deals that don't match.”
How does Viktor work with Close?
Step 1: Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Step 2: Tell Viktor what you need
Message Viktor in Slack like you'd message a teammate. "Reconcile this month's invoices and flag anything weird." "Pause Meta campaigns above $40 CPA and move the budget to winners." Plain English, any tool.
Step 3: Viktor operates, you review
Viktor opens the tools, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
What can Viktor do in Close?
Ask in plain English from your workspace. Viktor picks the right Close actions, runs the work, and reports back. No workflows to build.
- List Lead ID Options: Retrieves available options for the Lead ID field.
- List Status ID Options: Retrieves available options for the Status ID field.
- Update Lead: Updates a lead.
- Search Leads: Search leads with a given field and word.
- Custom Action: Makes an arbitrary call to the Close API for all options.
- Create Lead: Creates a lead.
Close integration FAQ
Does Viktor integrate with Close?
Yes. Close 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 Close from their workspace - no workflow builder, no code.