nineAdd Nine to Slack

Microsoft Power BI and Zoho CRM.
A more connected handoff.

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

Microsoft Power BIZoho 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 Power BI

Find the reporting context

  • Read reports and dashboards

    Discover workspaces, reports, pages, dashboard tiles, and datasets for the question at hand.

  • Query the underlying data

    Run supported dataset and DAX queries to prepare a specific business summary.

  • Check whether the data is current

    Retrieve refresh history, execution details, schedules, and data-source information.

Maintain reporting work

  • Refresh and organise reports

    Trigger supported dataset refreshes, clone reports, and maintain dashboards or workspaces.

  • Track business goals

    Work with scorecards, goal values, and related notes to keep performance updates useful.

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 Power BI

Connect your Microsoft Power BI account during onboarding and choose the workspace, reporting, and dataset 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 Power BI 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.