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Microsoft Teams and Zoho CRM.
A more connected handoff.

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

Microsoft TeamsZoho 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.

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.

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.

Microsoft Teams

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