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How to: Connect Gmelius to Slack

Gmelius Updated by Gmelius

If your teams are anything like us, you probably spend a lot of your day in Slack and want to get it set up.

Connect Gmelius to Slack to:

  • Manage all your shared inboxes and shared Gmail label: This a 2-way integration allowing you and your team to fully process your shared conversations from either Gmail or Slack.
  • Get important updates pushed to you: You can choose to send helpful notifications — for example, to users who’ve been assigned to a conversation, to ensure you and your team don’t miss a beat. 

In this article, we'll cover:

  1. What this integration can do
  2. How to set up the integration

The Slack integration is available on all Gmelius plans.

What this integration can do?

With the Slack integration, Gmelius will send a Slack direct message every time a new email arrives into your shared inbox or shared Gmail label. You and your team will then be able to assign conversations, add internal notes, set the status of each ticket, and even reply to emails directly from Slack

You can process any of the following actions, directly from Slack:

  • Reply to emails
  • Add a note to an email conversation
  • Assign the email to a teammate part of the shared inbox or shared label connected to the Slack channel
  • Change the status of an email conversation

Here's how it is gonna look, the first time you'll process an email from Slack.

  1. Choose the action (any of the actions mentioned above) you want to perform!
  1. Link Slack to your Gmelius account
This is a one-time operation giving Slack the authorization to connect with Gmelius.
  1. Perform any action you chose, for example, assign a conversation to your teammate.

Setting up the integration

Note: if your Slack workspace has restrictions on which apps can be installed, you may need a Slack Admin to approve the Gmelius Slack App before you can begin.

  1. Go to your Shared Inbox or Shared Labels dashboard tab, click on the three vertical dots to link a shared inbox/label with a slack channel and select the Slack integration entry.
  1. Click on "Add a Workspace"
  1. Click on "Allow" to allow Gmelius to communicate with Slack.
  1. Choose the Slack channel where you want to receive notifications for new emails, notes, assignments, etc.
  1. Decide which notifications you would like to see on Slack.

🔔 Notifications include: new opened conversations, new notes, new replies, new assigned conversations, new pending conversations, re-opened conversations, new closed conversations.

Click Done... and then, Gmelius is in Slack!

Connect a private Slack channel

Prior to doing the 5 steps above, make sure you invite Gmelius to the slack channel by typing the following: /invite @gmelius

For an overview of our privacy and security policies, please see: https://gmelius.com/legal

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