nineAdd Nine to Slack

Airtable and Pipedrive.
A more connected handoff.

Give Nine access to Airtable and Pipedrive and delegate work across the connected tools. You choose the accounts and actions it can use.

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Airtable

Work with your records

  • Find the details that matter

    Read records and base schemas to assemble project updates, customer context, and operational summaries.

  • Keep records up to date

    Create and update records, including batches, so new information lands in the right fields.

  • Add the supporting context

    Add comments and upload attachments alongside the records your team works from.

Shape the way work is tracked

  • Set up a new tracker

    Create bases, tables, and fields for a new process, campaign, or project.

  • Refine an existing workflow

    Update table and field definitions as the information your team needs changes.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Connect the context. Agree the handoff.

Airtable

Connect your Airtable workspace during onboarding and choose the bases and record actions Nine can use.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Airtable and Pipedrive?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

Join Nine’s early-access list

No purchase commitment. This joins the list; it doesn’t create an account or book a call.