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HubSpot and Pipedrive.
A more connected handoff.

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

HubSpotPipedrive
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.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Connect the context. Agree the handoff.

HubSpot

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

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project 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 Pipedrive?

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.