nineAdd Nine to Slack

Close and Microsoft Excel.
A more connected handoff.

Give Nine access to Close and Microsoft Excel and delegate work across the connected tools. You choose the accounts and actions it can use.

CloseMicrosoft Excel
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.

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.

Microsoft Excel

Work with the numbers

  • Find and read the right workbook

    Search files and inspect worksheets, ranges, tables, and named items for the context your task needs.

  • Keep trackers current

    Write cell values, add table rows and columns, and update ranges in connected workbooks.

  • Make data easier to review

    Sort and filter tables, organise ranges, and create or update charts.

Prepare a useful deliverable

  • Build a workbook for the task

    Create workbooks and worksheets, upload existing files, and organise data into tables.

  • Share a readable report

    Export a workbook to PDF and work with workbook permissions for the intended audience.

Connect the context. Agree the handoff.

Close

Connect your Close organisation during onboarding and choose the lead, activity, and communication actions Nine can use.

Microsoft Excel

Connect the Microsoft account that holds your workbooks during onboarding and choose the file and spreadsheet 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 Close and Microsoft Excel?

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.