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PostHog and Salesforce.
A more connected handoff.

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

PostHogSalesforce
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.

PostHog

Understand product behaviour

  • Investigate events and insights

    Read or create product insights, query available data, and work with dashboards, retention, and cohorts.

  • Gather customer experience context

    Retrieve session-recording details and survey responses to support a product investigation.

Act on what you learn

  • Maintain flags and experiments

    Create or update feature flags, experiments, and related audiences for an agreed rollout or test.

  • Capture feedback and guide users

    Work with surveys and product tours to support feedback collection and onboarding.

  • Keep analytics work organised

    Maintain event definitions, actions, notebooks, exports, and supported data-pipeline configuration.

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.

PostHog

Connect your PostHog project during onboarding and choose the analytics, experimentation, and project 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 PostHog 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.