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HubSpot and Microsoft Teams.
A more connected handoff.

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

HubSpotMicrosoft Teams
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.

HubSpot

Understand the account

  • Bring customer records together

    Find contacts, companies, deals, tickets, and their associations for an account brief or customer handoff.

  • Read activity and pipeline context

    Retrieve CRM activities, pipeline details, properties, and available campaign information around the next conversation.

Follow through across the customer journey

  • Maintain records and next steps

    Create and update CRM records, log engagements or notes, and add tasks and meetings.

  • Support marketing operations

    Work with lists, campaigns, marketing email drafts, and supported workflow actions.

  • Keep the CRM structure useful

    Maintain custom properties, object schemas, associations, pipeline stages, and supported batch imports.

Microsoft Teams

Understand the discussion

  • Read chats and channel conversations

    Retrieve messages, replies, team details, and membership to prepare a focused team brief.

  • Gather available meeting material

    Read online-meeting details and retrieve accessible recording and transcript content for a follow-up.

Help the team coordinate

  • Share messages and maintain channels

    Send supported chat or channel messages, update conversations, and organise channels and tabs.

  • Set up teams and meetings

    Create teams or online meetings and manage supported membership and meeting settings.

  • Keep shift plans current

    Work with schedules, shifts, open shifts, and time-off requests for operational teams.

Connect the context. Agree the handoff.

HubSpot

Connect your HubSpot account during onboarding and choose the CRM, marketing, and workflow actions Nine can use.

Microsoft Teams

Connect your Microsoft Teams account during onboarding and choose the chats, teams, meetings, and scheduling 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 HubSpot and Microsoft Teams?

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.