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Microsoft To Do and Pipedrive.
A more connected handoff.

Give Nine access to Microsoft To Do and Pipedrive 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.

Microsoft To Do

Find the outstanding work

  • Read tasks and lists

    Retrieve task lists, task details, checklists, and attachments for a daily plan or progress brief.

Keep the next step clear

  • Capture tasks and checklists

    Create lists, add tasks, and break a piece of work into checklist items.

  • Update progress and supporting files

    Update or complete tasks, maintain checklist items, and upload or download task attachments.

Pipedrive

Understand the sales work

  • Find deals and customer context

    Read leads, deals, people, organisations, products, and associated records for a sales brief.

  • Review pipeline and activity

    Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.

Keep the follow-through current

  • Maintain records and deal progress

    Create and update CRM records, convert leads and deals, and maintain products or deal participants.

  • Capture activities and supporting material

    Add follow-up activities, notes, tasks, files, and call logs for the next teammate.

  • Carry work into projects

    Create projects and maintain their related tasks and operational details after the sales handoff.

Connect the context. Agree the handoff.

Microsoft To Do

Connect your Microsoft account during onboarding and choose the task, checklist, and attachment actions Nine can use.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project 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 To Do and Pipedrive?

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.