nineAdd Nine to Slack

Google Sheets and Salesforce.
A more connected handoff.

Give Nine access to Google Sheets and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

Google SheetsSalesforce
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.

Google Sheets

Work with the data

  • Find and read spreadsheet context

    Search spreadsheets, retrieve ranges, look up rows, and aggregate column data for a focused report.

  • Keep rows and cells up to date

    Append or update values, upsert rows, and make supported batch changes across a sheet.

  • Organise and check a tracker

    Sort data, maintain filters and validation rules, and apply cell or conditional formatting.

Prepare the handoff

  • Build sheets and charts

    Create spreadsheets, add worksheets and dimensions, and create or update charts for the audience.

  • Export a readable result

    Export a sheet to PDF or a supported file format for a report or customer handoff.

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 Sheets

Connect your Google account during onboarding and choose the spreadsheets and editing 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 Sheets and Salesforce?

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.