nineAdd Nine to Slack

Close and Microsoft Teams.
A more connected handoff.

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

CloseMicrosoft Teams
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 Teams

Understand the discussion

  • Read chats and channel conversations

    Retrieve messages, replies, team details, and membership to prepare a focused team brief.

  • Gather available meeting material

    Read online-meeting details and retrieve accessible recording and transcript content for a follow-up.

Help the team coordinate

  • Share messages and maintain channels

    Send supported chat or channel messages, update conversations, and organise channels and tabs.

  • Set up teams and meetings

    Create teams or online meetings and manage supported membership and meeting settings.

  • Keep shift plans current

    Work with schedules, shifts, open shifts, and time-off requests for operational teams.

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 Teams

Connect your Microsoft Teams account during onboarding and choose the chats, teams, meetings, and scheduling 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 Teams?

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.