nineAdd Nine to Slack

Salesforce and Slack.
A more connected handoff.

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

SalesforceSlack
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.

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.

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.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational 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 Salesforce 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.