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Close and Microsoft OneDrive.
A more connected handoff.

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

CloseMicrosoft OneDrive
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 OneDrive

Find and understand the material

  • Search files and folders

    Locate drive items, retrieve file details, and inspect shared files or folder contents.

  • Read changes and workbook context

    Review file activity and versions, track folder changes, and read supported workbook ranges.

Prepare the handoff

  • Create and organise files

    Upload or create files, maintain folders, copy or move items, and update content or metadata.

  • Share and retrieve deliverables

    Create sharing links, maintain file permissions, and download files in supported formats.

  • Recover an earlier version

    Inspect and restore available file versions when the task calls for a previous state.

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 OneDrive

Connect your Microsoft account during onboarding and choose the drives, files, and sharing 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 OneDrive?

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.