nineAdd Nine to Slack

Close and Slack.
A more connected handoff.

Give Nine access to Close and Slack 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.

Slack

Work from team context

  • Read channels and threads

    Retrieve accessible conversation history, replies, channel details, and shared files for a focused team brief.

  • Find the right people

    Read workspace profiles and user groups to identify the teammate or audience a handoff needs.

Follow through in the conversation

  • Post and maintain team updates

    Send channel or thread messages, schedule updates, and maintain messages, reactions, pins, or bookmarks.

  • Share files and working documents

    Upload supported files and create or update Slack canvases for a useful team deliverable.

  • Organise the workspace and next steps

    Maintain channel membership, work with Slack lists, and use supported workflow actions.

Connect the context. Agree the handoff.

Close

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

Slack

Connect your Slack workspace through an authorised bot during onboarding and choose the channels and scopes 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 Slack?

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.