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Microsoft OneNote and Salesforce.
A more connected handoff.

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

Microsoft OneNoteSalesforce
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 OneNote

Work from your notes

  • Find notebooks, sections, and pages

    Retrieve accessible personal, group, or site notebooks and the page content needed for a brief.

  • Bring related material together

    Inspect notebook structure and page previews to find the notes relevant to the work.

Keep knowledge organised

  • Create and update pages

    Create notebook pages and make supported content updates for meeting notes or project documentation.

  • Organise and reuse notebook material

    Create notebooks and sections, copy pages or sections, and reuse an existing notebook structure.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Microsoft OneNote

Connect your Microsoft account during onboarding and choose the notebooks, sections, and page actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational 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 OneNote and Salesforce?

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.