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Microsoft Excel and Zoho CRM.
A more connected handoff.

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

Microsoft ExcelZoho CRM
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.

Zoho CRM

Understand the customer and pipeline

  • Find records across your CRM

    Search and retrieve leads, contacts, accounts, deals, and other accessible module records.

  • Gather related activity

    Read calls, tasks, events, notes, related records, attachments, and available email history.

Follow through in your CRM

  • Maintain leads and deals

    Create or update supported CRM records and convert a lead as the sales conversation progresses.

  • Capture notes and meeting context

    Add or update notes, create events, and upload attachments to the relevant record.

  • Prepare email follow-ups

    Create and update email drafts using the sender details available to your account.

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.

Zoho CRM

Connect your Zoho CRM account during onboarding and choose the module, record, activity, and draft 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 Zoho CRM?

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.