nineAdd Nine to Slack Give Nine access to Microsoft To Do and Zoho CRM 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.
Zoho CRMSearch and retrieve leads, contacts, accounts, deals, and other accessible module records.
Read calls, tasks, events, notes, related records, attachments, and available email history.
Create or update supported CRM records and convert a lead as the sales conversation progresses.
Add or update notes, create events, and upload attachments to the relevant record.
Create and update email drafts using the sender details available to your account.
Connect your Microsoft account during onboarding and choose the task, checklist, and attachment actions Nine can use.
Connect your Zoho CRM account during onboarding and choose the module, record, activity, and draft 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