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Microsoft OneNote and Zoho CRM.
A more connected handoff.

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

Microsoft OneNoteZoho CRM
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.

Zoho CRM

Understand the customer and pipeline

  • Find records across your CRM

    Search and retrieve leads, contacts, accounts, deals, and other accessible module records.

  • Gather related activity

    Read calls, tasks, events, notes, related records, attachments, and available email history.

Follow through in your CRM

  • Maintain leads and deals

    Create or update supported CRM records and convert a lead as the sales conversation progresses.

  • Capture notes and meeting context

    Add or update notes, create events, and upload attachments to the relevant record.

  • Prepare email follow-ups

    Create and update email drafts using the sender details available to your account.

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.

Zoho CRM

Connect your Zoho CRM account during onboarding and choose the module, record, activity, and draft 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 Zoho CRM?

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.