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How to add a shared inbox

This article will help you to add your first shared inbox

Tomek Kaszuba avatar
Written by Tomek Kaszuba
Updated over a week ago

Please note that the "Account owner" or "Admin" access level is required to set up a shared inbox

Shared inbox has a few uses both for your customers and teammates depending on your needs. You can connect a specific email address to this feature in order to get all forwards in your workspace. It will also help you in working together on replies with your teammates in real time and assign specific conversations to teammates, add comments to such conversation threads, and keep everyone in touch in real time.

This simple step by step guide shows how you can set up a shared email inbox in your workspace in order to start working together with your teammates more effectively. The guide is based on using a Gmail email address. This may slightly differ for other email inbox providers.

You can add as many shared inboxes as you need, they are not limited by pricing options.

  • Navigate to Settings>Organization>Shared Inboxes.

  • Click "Add shared inbox"

  • Click the "Email address" field and enter an email you want to add.

  • Go to the next step

  • Click "Copy" on the right side of the screen

  • Go to settings of your Gmail address

  • Find the "Add forwarding addresss" button and click it

  • Paste the previously copied email address here and go to the next step

  • Click "proceed in the next step"

  • Get back to your Gmail settings and agree to receive a confirmation email

  • Back in Inbox go to the All tab

  • Open the "Gmail forwarding confirmation" email

  • Use the included link to confirm forwarding. Either by clicking it or copying and pasting it into a new tab

  • Switch to your Gmail settings again and go to Inbox section

  • Go to Settings>See all settings

  • Go to the "Forwarding and POP/IMAP" section

  • Pick the radio button next to "Forward a copy of incomming mail to"

  • Save the changes

  • Get back to inbox and your newly set up shared inbox and click "Next step"

  • Click the "Verify connection" button

  • On the next screen click "Complete setup"

How to stop forwarding

In case you need to stop or change this kind of email forwarding integration for any reason, please remember that removing the shared inbox on the product account level is just the first step. You will also have to disable forwarding you previously set up in the email inbox you picked to integrate, as explained with the Gmail setup example.

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