Update email conversations and task cards through Zapier
It's never been that easy to synchronize the updates in your stack with Gmelius.
With 2 new actions added to our Zapier integration, you can now:
π Automatically update a conversation's details in your inbox once a deal in your CRM is updated
π Synchronize the status of a task in a project management tool with the status of a card in your Gmelius Board
If you are new to Zapier, check our step-by-step guide.
Are you ready to automate your workflows?
Gmelius + Zapier: More automation possibilities you will π§‘
You can now sync your Kanban boards and email activities in shared Gmail labels and inboxes with your CRM software, Project Management tool, Google Sheets, and more.
Here is just a few examples:
π Synchronize Gmelius boards with Asana, Monday, Jira or any other Project Management tool
π₯ Assign email conversations to the right teammates based on the ownership in your CRM
π Turn new deals in your CRM into task cards in Gmelius boards
π Notify your team in Slack when a task due date is updated
β Add new Gmelius tasks when a webform is submitted
π Create recurring tasks in Gmail with Schedule by Zapier
π Share new task cards as Google Sheet rows
P.S. Need help getting started? Check our Knowledge Base.
Are you ready to further optimize your workflows?
Our Zapier integration is now live in Beta π₯³
In this beta, we invite you to automate any grunt work with Gmelius Sequences and sync them with the rest of your stack.
Here are just a few ideas of what you can achieve:
Are you ready to streamline your workflows?
π Connect Gmelius with Zapier.
Stay tuned, as more Gmelius features will be available via Zapier shortly. π€©
P.S. Have a question about Gmelius Sequences? Check our Knowledge Base.
Visualize your emails and tasks in one place π
Have you already noticed a new "Mine (all)" folder on the left sidebar of your inbox?
With it in hand, you can now get a full picture of your todo-s and efficiently plan your workweek.
π€ Need a quick scan of all emails assigned to you?
π Find all your conversations (including attached notes and tags) in the βConversationsβ tab.
π€Have a lot of tasks to deal with across different boards?
π Filter and sort all tasks assigned to you under the βCardsβ tab.
π‘ Filter your tasks by Boards, Columns, Tags, and Creators to:
- Focus on a specific project
- View tasks united by a concrete topic
- Target tasks only at a certain stage of a project
- Find tasks a specific teammate assigned to you for help
π‘ Sort cards by Due date, Priority, Board name, or Subject to:
- Plan your daily / weekly todo-s
- Focus on most urgent cards
- Complete tasks on time
- Prioritize projects
Any thoughts? What's your favorite way of using the "Mine (all)" folder?
Let us know in the comments. π
Gmelius Study: The State of Digital Collaboration in 2021 π
In 2020, teams have been fast-tracked to ο»Ώa New World of Work.
So we rolled out a survey to dive into the state of digital collaboration.
Today, we're excited to announce that our report "The State of Digital Collaboration in 2021" is live.
We hope it will inspire you to champion collaboration in 2021.
Here are some of the key insights:
Based on these insights, we've put together a guide that includes:
π§° How to build (or rethink) your stack in 2021
π€ Automating your team's processes: where to start
π€© 7 best practices to increase transparency at your company
Ready to make the Future of Work your Present?
π The Gmelius API is public!
We're excited to release one of the most requested features - Gmelius API!
With it in hand, you can now build custom integrations between Gmelius and the rest of your stack.
Our core collaboration features, including shared email conversations and Kanban boards, are now ready to be customized to your needs. And even more integration possibilities are coming soon!
Here are just a few examples of what you can achieve:
π Connect emails with your project management software
πββοΈ Route emails to the right teammates based on ownership in your CRM
π© Bring eCommerce insights to email threads
π Automatically export email data to your external database
Please note, the Gmelius API is available under our Growth and Enterprise plans (not on these plans but want to try it out? Chat with our Sales Team).
Ready to give it a spin? View API Documentation π―
We can't wait to see what you'll build!