nineAdd Nine to Slack

Close and Google Sheets.
A more connected handoff.

Give Nine access to Close and Google Sheets 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.

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.

Google Sheets

Work with the data

  • Find and read spreadsheet context

    Search spreadsheets, retrieve ranges, look up rows, and aggregate column data for a focused report.

  • Keep rows and cells up to date

    Append or update values, upsert rows, and make supported batch changes across a sheet.

  • Organise and check a tracker

    Sort data, maintain filters and validation rules, and apply cell or conditional formatting.

Prepare the handoff

  • Build sheets and charts

    Create spreadsheets, add worksheets and dimensions, and create or update charts for the audience.

  • Export a readable result

    Export a sheet to PDF or a supported file format for a report or customer handoff.

Connect the context. Agree the handoff.

Close

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

Google Sheets

Connect your Google account during onboarding and choose the spreadsheets and editing 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 Google Sheets?

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.