How to Use Zapier to Update Your Scorecard in Ninety

Scorecard data rarely resides in a single place. Pipeline numbers come from your CRM, revenue figures come from your accounting platform, and operational metrics come from spreadsheets. Without automation, someone has to manually transcribe those numbers into Ninety each week; a task that's easy to forget, easy to get wrong, and guaranteed to happen right before your Level 10 Meeting (L10).

The Ninety Zapier integration lets you connect your Scorecard to over 7,000 apps in Zapier's ecosystem, so your Measurables (KPIs) are up to date and ready to review before your team meets. Each person on your team sets up their own Zapier connection, scoped to their own access and the teams they belong to.

What you can do with Zapier and Ninety's Scorecard tool

Zapier connects Ninety to other apps via "Zaps," automated workflows that run when specific events occur. Each Zap has two parts: a trigger (when this happens) and an action (do this).

Triggers in Ninety:

• New Measurable: Triggers when a new Measurable (KPI) is created in the Scorecard.

Actions in Ninety:

• Update Measurable (KPI) Score: Creates or updates a score value for a specific Measurable (KPI) and timeframe.
• Create or Update Measurable (KPI) Note: Creates or updates a note for a specific Measurable (KPI) and timeframe.
• Delete Measurable (KPI) Score: Deletes a score value for a specific Measurable (KPI) and timeframe.
• Delete Measurable (KPI) Note: Deletes a note for a specific Measurable (KPI) and timeframe.
• Find Measurable: Finds an existing Measurable (KPI) by title, for use in subsequent Zap steps.

Setting up your first Zap

Before you start, you'll need an active Zapier account and an active Ninety account, and a subscription.

To connect Ninety to Zapier:

1. Log in to your or your company's Zapier account.
2. Click App Connections from Zapier's left navigation menu.
3. Click the + Add Connection button toward the top right of the page.
4. Search for and click Ninety, then click the Add Connection button.
5. (Optional) Rename your Ninety connection.
6. Click Yes, Continue to Ninety.
7. Log in to your Ninety account using the same method you normally use.
8. Review the authorization consent information, then click Authorize Integration.

Once you've authenticated, Zapier can access your Scorecard Measurables (KPIs) and the teams you belong to. You only need to authenticate once; all future Zaps will use the same connection.

Build a workflow

Depending on your goal, you may need to create several Zaps. For assistance building the right workflows for your organization, explore our other articles and resources in the Zapier section of the help center or contact our Pro Services team.

Understand permissions and access

Your Zapier automations respect the same permissions you have in Ninety. Zaps work with your own Scorecard Measurables (KPIs) and any teams you belong to or manage.

What you can automate based on your role:

• Owner: Can create Zaps for Scorecard Measurables (KPIs) across any team in the organization.
• Admin: Can create Zaps for any team you administer.
• Manager: Can create Zaps for teams you manage.
• Team Member: Can create Zaps to update Measurables (KPIs) within teams you belong to.
• Coach: Can build and demonstrate Zaps scoped to the organizations you have access to.
• Observer: Can use read-only triggers but cannot create, update, or delete Scorecard data through Zapier.

Each person needs to set up their own Zapier connection. You can't create Zaps that update Measurables (KPIs) on behalf of other users. If you want your whole team to use the same workflow, each person will need to build and configure their own Zap(s).

Common use cases

Zapier connects thousands of apps. You can use it to pull data from your existing tools directly into your Ninety Scorecard Measurables (KPIs).

• Auto-populate Measurables (KPIs) from your CRM: Pull weekly pipeline conversion rates, closed revenue, or deal counts from HubSpot or Salesforce directly into your Scorecard so numbers are current before every L10.
• Sync metrics from spreadsheets: When a value is updated in a Google Sheets or Excel row, automatically write that score to the corresponding Scorecard Measurable (KPI) — no more manual transcription before meetings.
• Update Measurables (KPIs) from analytics platforms: Push weekly or monthly figures from your BI tools or analytics dashboards into Ninety so your Scorecard reflects actual performance data, not last week's memory.
• Log notes alongside scores: When a Measurable (KPI) score is written, automatically attach a note from the source system — such as a context field from a spreadsheet or a comment from a report — so your team knows what the number means when they review it.

Bringing Measurable (KPI) data out of Ninety

Ninety's Zapier integration supports bringing data to your Scorecard from other platforms, but it does not support bringing KPI data from Ninety to other platforms. This means you cannot use Zapier to pull scores or notes out of Ninety in order to populate Scorecard-like views in other tools or generic spreadsheets.

If your workflow depends on Ninety as the data source for an external dashboard or reporting tool, that use case is not currently supported through Zapier. KPI data can be exported manually from the Data tool using Ninety's export features.

To learn how you can export the data from your team's Scorecards, read these articles:

• Exporting Your Scorecards to a Spreadsheet
• Printing and Exporting Scorecards to PDF