nineAdd Nine to Slack

Microsoft Excel and Pipedrive.
A more connected handoff.

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

Microsoft ExcelPipedrive
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.

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.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Connect the context. Agree the handoff.

Microsoft Excel

Connect the Microsoft account that holds your workbooks during onboarding and choose the file and spreadsheet actions Nine can use.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project 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 Microsoft Excel and Pipedrive?

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.