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Microsoft Outlook and Zoho CRM.
A more connected handoff.

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

Microsoft OutlookZoho 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 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.

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 Outlook

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