nineAdd Nine to Slack

Pipedrive and Slack.
A more connected handoff.

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

PipedriveSlack
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.

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.

Slack

Work from team context

  • Read channels and threads

    Retrieve accessible conversation history, replies, channel details, and shared files for a focused team brief.

  • Find the right people

    Read workspace profiles and user groups to identify the teammate or audience a handoff needs.

Follow through in the conversation

  • Post and maintain team updates

    Send channel or thread messages, schedule updates, and maintain messages, reactions, pins, or bookmarks.

  • Share files and working documents

    Upload supported files and create or update Slack canvases for a useful team deliverable.

  • Organise the workspace and next steps

    Maintain channel membership, work with Slack lists, and use supported workflow actions.

Connect the context. Agree the handoff.

Pipedrive

Connect your Pipedrive account during onboarding and choose the sales, activity, and project actions Nine can use.

Slack

Connect your Slack workspace through an authorised bot during onboarding and choose the channels and scopes 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 Pipedrive and Slack?

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.