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Attio and Close.
A more connected handoff.

Give Nine access to Attio and Close 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.

Attio

Understand the relationship

  • Look up people, companies, and deals

    Search CRM records and their attributes to prepare account briefs and identify the right contacts.

  • Gather the conversation history

    Retrieve notes, comments, meeting records, and available call recordings for a clearer handoff.

Keep the next step moving

  • Maintain your CRM records

    Create and update people, companies, deals, and other objects without losing their relationships.

  • Organise lists and follow-ups

    Add records to lists, update list entries, and create or update tasks for the next owner.

  • Adapt your tracking

    Work with custom objects, attributes, and status options to fit the way your team sells.

Close

Get ready for the conversation

  • Read contact and opportunity context

    Retrieve contacts, opportunities, notes, and email or call activities to prepare a useful sales brief.

  • Review your opportunities

    List opportunities and their aggregate values to assemble a pipeline snapshot.

Follow through in your CRM

  • Capture new leads

    Create a company lead with its contacts, addresses, and starting status.

  • Record calls and create tasks

    Log call details and add dated follow-up tasks associated with a lead.

  • Prepare and send follow-up messages

    Create email and SMS activities, including drafts and send-capable modes supported by the connected account.

Connect the context. Agree the handoff.

Attio

Connect your Attio workspace during onboarding and choose the record, list, and task actions Nine can use.

Close

Connect your Close organisation during onboarding and choose the lead, activity, and communication 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 Attio and Close?

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.