nineAdd Nine to Slack

Microsoft Teams and Salesforce.
A more connected handoff.

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

Microsoft TeamsSalesforce
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.

Microsoft Teams

Understand the discussion

  • Read chats and channel conversations

    Retrieve messages, replies, team details, and membership to prepare a focused team brief.

  • Gather available meeting material

    Read online-meeting details and retrieve accessible recording and transcript content for a follow-up.

Help the team coordinate

  • Share messages and maintain channels

    Send supported chat or channel messages, update conversations, and organise channels and tabs.

  • Set up teams and meetings

    Create teams or online meetings and manage supported membership and meeting settings.

  • Keep shift plans current

    Work with schedules, shifts, open shifts, and time-off requests for operational teams.

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.

Microsoft Teams

Connect your Microsoft Teams account during onboarding and choose the chats, teams, meetings, and scheduling 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 Microsoft Teams and Salesforce?

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.