nineAdd Nine to Slack

Microsoft SharePoint and Zoho CRM.
A more connected handoff.

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

Microsoft SharePointZoho 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 SharePoint

Find the shared context

  • Search sites and documents

    Search accessible SharePoint content and retrieve site, page, folder, and file details.

  • Read lists and supporting records

    Retrieve list items, fields, attachments, versions, and available change information.

Maintain the working material

  • Create and update list records

    Add or update list items and maintain list fields, views, and content types.

  • Organise and publish shared files

    Upload or download files, maintain folders, check documents in or out, and publish supported site pages.

  • Keep access and versions in order

    Work with sharing permissions and restore available document versions or recycled items.

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 SharePoint

Connect your Microsoft account during onboarding and choose the SharePoint sites, files, and list 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 SharePoint 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.