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HubSpot and Microsoft Outlook.
A more connected handoff.

Give Nine access to HubSpot and Microsoft Outlook 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.

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 Outlook

Handle the correspondence

  • Read messages and attachments

    Retrieve mailbox messages, conversation context, and available attachments for a brief or reply.

  • Prepare replies and organise mail

    Create drafts, replies, and forwards, send supported messages, and manage folders or email rules.

Coordinate the next conversation

  • Work with calendars and invitations

    Read calendar events, create or update meetings, and accept, decline, or cancel invitations.

  • Keep contact information current

    Read and maintain contacts and contact folders so correspondence uses the right details.

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 Outlook

Connect your Outlook account during onboarding and choose the mail, calendar, and contact 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 Outlook?

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.