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HubSpot and Zoho CRM.
A more connected handoff.

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

HubSpotZoho CRM
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.

Zoho CRM

Understand the customer and pipeline

  • Find records across your CRM

    Search and retrieve leads, contacts, accounts, deals, and other accessible module records.

  • Gather related activity

    Read calls, tasks, events, notes, related records, attachments, and available email history.

Follow through in your CRM

  • Maintain leads and deals

    Create or update supported CRM records and convert a lead as the sales conversation progresses.

  • Capture notes and meeting context

    Add or update notes, create events, and upload attachments to the relevant record.

  • Prepare email follow-ups

    Create and update email drafts using the sender details available to your account.

Connect the context. Agree the handoff.

HubSpot

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

Zoho CRM

Connect your Zoho CRM account during onboarding and choose the module, record, activity, and draft 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 Zoho CRM?

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.