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Pipedrive and Zendesk.
A more connected handoff.

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

PipedriveZendesk
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.

Zendesk

Understand the support request

  • Gather ticket and customer context

    Search tickets, read conversations and attachments, and retrieve user or organisation details.

  • Review queue and service performance

    Read views, ticket counts, metrics, audits, satisfaction ratings, and available SLA context.

  • Find relevant help content

    Search accessible help-centre articles and retrieve supporting content for a response.

Carry the request forward

  • Create, reply to, and update tickets

    Add tickets or replies, maintain status and tags, apply macros, and prepare the next owner’s handoff.

  • Maintain support operations

    Work with views, triggers, automations, ticket fields, custom objects, and customer records.

Connect the context. Agree the handoff.

Pipedrive

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

Zendesk

Connect your Zendesk account during onboarding and choose the ticket, customer, and support-operations 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 Pipedrive and Zendesk?

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.