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Microsoft OneDrive and Pipedrive.
A more connected handoff.

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

Microsoft OneDrivePipedrive
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 OneDrive

Find and understand the material

  • Search files and folders

    Locate drive items, retrieve file details, and inspect shared files or folder contents.

  • Read changes and workbook context

    Review file activity and versions, track folder changes, and read supported workbook ranges.

Prepare the handoff

  • Create and organise files

    Upload or create files, maintain folders, copy or move items, and update content or metadata.

  • Share and retrieve deliverables

    Create sharing links, maintain file permissions, and download files in supported formats.

  • Recover an earlier version

    Inspect and restore available file versions when the task calls for a previous state.

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 OneDrive

Connect your Microsoft account during onboarding and choose the drives, files, and sharing 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 OneDrive and Pipedrive?

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.