nineAdd Nine to Slack

Zoho CRM.
Put it to work with Nine.

Bring sales records, customer history, and follow-up work together in Zoho 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.

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.

Bring your other tools into the work.

Airtable

Use Zoho CRM and Airtable together with Nine.

Attio

Use Zoho CRM and Attio together with Nine.

Buffer

Use Zoho CRM and Buffer together with Nine.

Close

Use Zoho CRM and Close together with Nine.

Datadog

Use Zoho CRM and Datadog together with Nine.

Microsoft Excel

Use Zoho CRM and Microsoft Excel together with Nine.

Facebook

Use Zoho CRM and Facebook together with Nine.

GitHub

Use Zoho CRM and GitHub together with Nine.

Gmail

Use Zoho CRM and Gmail together with Nine.

Google Workspace Admin

Use Zoho CRM and Google Workspace Admin together with Nine.

Google Ads

Use Zoho CRM and Google Ads together with Nine.

Google Calendar

Use Zoho CRM and Google Calendar together with Nine.

Google Chat

Use Zoho CRM and Google Chat together with Nine.

Google Classroom

Use Zoho CRM and Google Classroom together with Nine.

Google Cloud

Use Zoho CRM and Google Cloud together with Nine.

Google Contacts

Use Zoho CRM and Google Contacts together with Nine.

Google Docs

Use Zoho CRM and Google Docs together with Nine.

Google Drive

Use Zoho CRM and Google Drive together with Nine.

Google Forms

Use Zoho CRM and Google Forms together with Nine.

Google Meet

Use Zoho CRM and Google Meet together with Nine.

Google Sheets

Use Zoho CRM and Google Sheets together with Nine.

Google Slides

Use Zoho CRM and Google Slides together with Nine.

Google Tasks

Use Zoho CRM and Google Tasks together with Nine.

HubSpot

Use Zoho CRM and HubSpot together with Nine.

Instagram

Use Zoho CRM and Instagram together with Nine.

Intercom

Use Zoho CRM and Intercom together with Nine.

LinkedIn

Use Zoho CRM and LinkedIn together with Nine.

LinkedIn Ads

Use Zoho CRM and LinkedIn Ads together with Nine.

Meta Ads

Use Zoho CRM and Meta Ads together with Nine.

Microsoft Teams

Use Zoho CRM and Microsoft Teams together with Nine.

Microsoft To Do

Use Zoho CRM and Microsoft To Do together with Nine.

Microsoft OneDrive

Use Zoho CRM and Microsoft OneDrive together with Nine.

Microsoft OneNote

Use Zoho CRM and Microsoft OneNote together with Nine.

Microsoft Outlook

Use Zoho CRM and Microsoft Outlook together with Nine.

Pinterest

Use Zoho CRM and Pinterest together with Nine.

Pinterest Ads

Use Zoho CRM and Pinterest Ads together with Nine.

Pipedrive

Use Zoho CRM and Pipedrive together with Nine.

PostHog

Use Zoho CRM and PostHog together with Nine.

Microsoft Power BI

Use Zoho CRM and Microsoft Power BI together with Nine.

Reddit

Use Zoho CRM and Reddit together with Nine.

Reddit Ads

Use Zoho CRM and Reddit Ads together with Nine.

Salesforce

Use Zoho CRM and Salesforce together with Nine.

Sentry

Use Zoho CRM and Sentry together with Nine.

Microsoft SharePoint

Use Zoho CRM and Microsoft SharePoint together with Nine.

Slack

Use Zoho CRM and Slack together with Nine.

Snapchat Ads

Use Zoho CRM and Snapchat Ads together with Nine.

Stripe

Use Zoho CRM and Stripe together with Nine.

TikTok

Use Zoho CRM and TikTok together with Nine.

TikTok Ads

Use Zoho CRM and TikTok Ads together with Nine.

X (Twitter)

Use Zoho CRM and X (Twitter) together with Nine.

Typefully

Use Zoho CRM and Typefully together with Nine.

YouTube

Use Zoho CRM and YouTube together with Nine.

Zendesk

Use Zoho CRM and Zendesk together with Nine.

Connect the context. Agree the handoff.

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 in 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