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HubSpot and Microsoft SharePoint.
A more connected handoff.

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

HubSpotMicrosoft SharePoint
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 SharePoint

Find the shared context

  • Search sites and documents

    Search accessible SharePoint content and retrieve site, page, folder, and file details.

  • Read lists and supporting records

    Retrieve list items, fields, attachments, versions, and available change information.

Maintain the working material

  • Create and update list records

    Add or update list items and maintain list fields, views, and content types.

  • Organise and publish shared files

    Upload or download files, maintain folders, check documents in or out, and publish supported site pages.

  • Keep access and versions in order

    Work with sharing permissions and restore available document versions or recycled items.

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 SharePoint

Connect your Microsoft account during onboarding and choose the SharePoint sites, files, and list 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 SharePoint?

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.