nineAdd Nine to Slack

Slack and Zoho CRM.
A more connected handoff.

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

SlackZoho 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.

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.

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.

Slack

Connect your Slack workspace through an authorised bot during onboarding and choose the channels and scopes 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 Slack 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.