nineAdd Nine to Slack Give Nine access to Microsoft To Do and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.
Explore the available capabilities. Actions depend on your connected accounts and the access you grant.
Microsoft To DoRetrieve task lists, task details, checklists, and attachments for a daily plan or progress brief.
Create lists, add tasks, and break a piece of work into checklist items.
Update or complete tasks, maintain checklist items, and upload or download task attachments.
SalesforceSearch accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.
Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.
Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.
Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.
Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.
Connect your Microsoft account during onboarding and choose the task, checklist, and attachment actions Nine can use.
Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.
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.
Start with one useful task. Connect the context Nine needs, and bring the result back to your team.
Add Nine to Slack