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Attio and Pipedrive.
A more connected handoff.

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

AttioPipedrive
Add Nine to Slack Explore the work

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.

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.

Attio

Connect your Attio workspace during onboarding and choose the record, list, and task 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 Attio and Pipedrive?

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

Add Nine to Slack Talk to the founder

Your first
useful handoff.

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

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