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Google Chat and Salesforce.
A more connected handoff.

Give Nine access to Google Chat and Salesforce 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.

Google Chat

Find the conversation

  • Search spaces and messages

    Find relevant discussions, read messages, and inspect space details and membership for a team brief.

  • Gather shared material

    Retrieve attachment details and download accessible media from the conversation.

Bring the team up to date

  • Share messages and files

    Create or update messages, add reactions, and upload media into the connected spaces.

  • Organise the workspace

    Create spaces, manage members, and maintain space sections and notification settings.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Google Chat

Connect your Google Chat account during onboarding and choose the spaces, messages, and membership actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational 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 Google Chat and Salesforce?

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.