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Gmail and Zoho CRM.
A more connected handoff.

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

GmailZoho 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.

Gmail

Find the context

  • Read messages and threads

    Find emails, retrieve conversation history, and gather the attachment details needed for a brief or response.

  • Find the people involved

    Look up available contact and people details when preparing a message or customer handoff.

Keep correspondence moving

  • Draft, reply, and send

    Create and update drafts, reply in a thread, forward a message, or send an agreed email.

  • Organise your inbox

    Apply labels, maintain filters, and move messages or threads into or out of the trash.

  • Maintain email settings

    Work with vacation responses, send-as settings, and selected mailbox preferences.

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.

Gmail

Connect the relevant Gmail account during onboarding and choose the reading, drafting, sending, and inbox-management 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 Gmail 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.