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Microsoft Outlook and Salesforce.
A more connected handoff.

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

Microsoft OutlookSalesforce
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 Outlook

Handle the correspondence

  • Read messages and attachments

    Retrieve mailbox messages, conversation context, and available attachments for a brief or reply.

  • Prepare replies and organise mail

    Create drafts, replies, and forwards, send supported messages, and manage folders or email rules.

Coordinate the next conversation

  • Work with calendars and invitations

    Read calendar events, create or update meetings, and accept, decline, or cancel invitations.

  • Keep contact information current

    Read and maintain contacts and contact folders so correspondence uses the right details.

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 Outlook

Connect your Outlook account during onboarding and choose the mail, calendar, and contact 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 Outlook 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.