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Salesforce and Typefully.
A more connected handoff.

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

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.

Typefully

Prepare the content

  • Create and refine drafts

    Create, retrieve, and update drafts in the relevant social set for a review or publishing task.

  • Organise drafts and media

    Browse or create tags, initialise media uploads, and check media-processing status.

Coordinate the publishing plan

  • Review your social sets and queue

    Read connected social sets, queued posts, and queue schedules to prepare the next content handoff.

  • Schedule or publish across platforms

    Prepare platform-specific posts for connected X, LinkedIn, Threads, Bluesky, or Mastodon accounts and publish now, at an agreed time, or in the next available slot.

  • Maintain queue timing

    Update the supported queue schedule so publishing slots fit the agreed content plan.

Connect the context. Agree the handoff.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Typefully

Connect your Typefully account during onboarding and choose the social sets, drafts, and queue 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 Salesforce and Typefully?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

Join Nine’s early-access list

No purchase commitment. This joins the list; it doesn’t create an account or book a call.