nineAdd Nine to Slack

LinkedIn Ads and Salesforce.
A more connected handoff.

Give Nine access to LinkedIn Ads and Salesforce 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.

LinkedIn Ads

Understand campaign performance

  • Review campaigns and creatives

    Find ad accounts, campaigns, campaign groups, and creatives to establish what is running.

  • Pull a focused performance report

    Retrieve impressions, clicks, costs, conversions, and engagement metrics by the supported reporting dimensions.

Prepare the next campaign decision

  • Research targeting and forecast reach

    Explore targeting facets and entities, estimate audience sizes, and retrieve inventory forecasts.

  • Create and maintain lead forms

    Set up lead-generation forms and update the supported form fields for your campaign.

  • Connect paid and organic context

    Read organisation Page, follower, and share statistics alongside your advertising report.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

LinkedIn Ads

Connect your LinkedIn advertising account during onboarding and choose the reporting, audience, and lead-form actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational 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 LinkedIn Ads and Salesforce?

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.