# Connected Apps Quickstart

Use Conclude Apps across connected Slack and Microsoft Teams channels

> Get started with Connected Apps on Slack and Teams: install an app and connect channels to manage tickets for issues, incidents, support and more.

Canonical HTML page: https://conclude.io/quickstart/connected-apps/
Last updated: 2026-07-08

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Connected Apps combines [Apps](https://conclude.io/product/apps/) and [Connect](https://conclude.io/product/connect/) – so teams on Slack and Microsoft Teams can collaborate on the same tickets without switching platforms. Tickets created on one platform are instantly visible and actionable on the other.

With Connected Apps you can:

* **Install an app in a channel,** then connect that channel across Slack and Teams – the app syncs automatically across the connection
* **Connect channels first**, then install an app in one of the connected channels – it will sync to the other side
* Use this for connections in the same company across Slack and Teams and cross-company connections (with partners or clients)
* Optionally sync the connected app with Zendesk for a full customer support workflow

To use Connected Apps you will need:

* **An active Conclude account** – see our [Quickstart Guides](https://conclude.io/quickstart/) to get started
* **Toggle on** either our [External](https://conclude.io/quickstart/connect-external/), [Bridge](https://conclude.io/quickstart/bridge/) or [Internal](https://conclude.io/quickstart/connect/) collaboration solutions in **Admin console > Solutions**
* **Apps – ticketing and issue tracking** enabled and toggled on in **Admin console > Solutions**

## Start here

In this guide, we cover:

* How Connected Apps work
* Enabling and installing an app
* Connecting relevant channels
* Verifying the app is syncing
* Configuring the app
* Optional Zendesk integration
* Creating and managing tickets

## How Connected Apps work

There are two ways to set up Connected Apps, and both ways achieve the same result – a Conclude app that is active across connected channels on Slack and Microsoft Teams. They also work across different Slack or Teams workspaces and tenants (e.g., Slack ↔ Slack)

### Option A: Install the app first, then connect the channel

* **Install a Conclude app** into a Slack or Teams channel (see Step 2 below)
* **Connect that channel** to a channel on the other platform using Connect internal or Connect external (see Step 3 below)
* The app will automatically sync across the connection

### Option B: Connect the channel first, then install the app

* **Set up a channel connection** between Slack and Teams (internal or external)
* **Install a Conclude app** into one of the already-connected channels
* The app syncs to the connected channel on the other side automatically

💡 Both options work for internal connections (same company, Slack ↔ Teams) and cross-company external connections (different company Slack ↔ Teams).

## Step 1: Enable Apps and Connect in the Dashboard

Go to the Conclude web dashboard and navigate to **Admin console > Solutions**.

* **Toggle on Apps – ticketing and issue tracking** to enable the apps feature
* **Toggle on** **Connect – internal** for same-company use, **Connect – external** for different organizations, or you can use both

<img alt="admin console solutions connected apps" height="786" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-1-1.webp">

💡 If you have already enabled these solutions, go to Step 2.

## Step 2: Install a Conclude app

**Go to Apps** in the sidebar and click **Install app** in the upper-right corner.

* Select an app template, e.g., Support, Incident, or Zendesk Integration, and click **Setup**

<img alt="select an app template" height="903" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-2.webp">

**Select a workspace** (Slack or Microsoft Teams), select a **team** if applicable, and select or create the **channel** where you want to install the app.

<img alt="workspace team and channel" height="704" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-3.webp">

💡 You can install the app into any channel, including one that is already connected, or one you plan to connect in the next step.

## Step 3: Connect the relevant channels

Once the app is installed, connect the channel to its counterpart on the other platform. This is where Apps and Connect come together.

### For same company, Slack ↔ Teams

* **Connect > Channels** in the sidebar and click **New connection**

<img alt="connect internal channels" height="778" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-4.webp">

* Choose the Microsoft Teams team and Slack workspace you want to connect
* Select the specific channels to connect – including the channel where you just installed the app
* Click **Create** to establish the connection

💡 Once connected, all messages in the channel sync automatically between Slack and Teams – including app activity such as tickets, updates, and resolutions.

### For external collaboration

* **Go to Connect > External** in the sidebar and click **Invite by email**
* Choose the channel where your app is installed
* Enter the collaborator's name and email address, then click **Next**
* Review and send the invitation. The link is valid for 96 hours

<img alt="invite contact by email" height="744" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-5-1.webp">

**Once the invited company accepts and completes setup:**

* Their channel connects to yours in real time
* The app syncs across the connection – tickets, updates, and messages are visible on both sides
* Their users are never counted as active users and do *not* require a Conclude license

💡 External collaborators can use either Slack or Microsoft Teams; they don't need to be on the same platform as you.

## Step 4: Verify that the app is syncing

After the connection is established, confirm the app is active on both sides:

* Open **Apps** in the dashboard and check that the app appears with the correct channel
* Open a test ticket in the channel — it should appear on both the Slack and Teams sides
* Check that ticket updates, replies, and status changes are reflected on both platforms

<img alt="list of installed apps" height="429" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-6.webp">

💡 If you don't see the app syncing as expected, confirm that Conclude is installed in both workspaces and that the integration account is configured (see Step 6).

## Step 5: Configure the app (optional)

* Go to **Apps** in the sidebar and click the **Edit (pencil)** icon next to the app

<img alt="app settings conclude dashboard" height="844" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-7.webp">

In the App editor settings, you can configure:

* **General settings** – name, description, access control, and app mode (Thread or Channel)
* **Roles and access** – assign an owner and specify which people and channels receive notifications
* **Attribute fields** – configure or add custom attributes for your tickets
* **Text settings** – customize text fields, including the Launch button and Owner label
* **Integrations** – connect an app to Jira, Zendesk, or email; AI email summarization and translation settings are also found here
* **Expert** – view or edit the YAML source code of the app directly

## Step 6: Integrate with Zendesk (optional)

If you are using Conclude for customer support, you can connect the app to Zendesk so that tickets are mirrored bidirectionally between Slack or Teams and your Zendesk account.

### Activate the Zendesk integration

Go to **Admin console > Solutions** and toggle on **Integrations – Jira and Zendesk**. **Apps – customer support and ticketing** are already enabled.

### Add your Zendesk account

* Go to **Admin console > Apps > Integrations** and click **Add Zendesk**
* Enter your Zendesk subdomain (the part before .zendesk.com) and click **Add integration**
* Click **Allow** to grant permissions. You'll see a confirmation screen when the connection is successful

<img alt="add zendesk integration" height="929" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-8.webp">

### Configure the app to sync with Zendesk

* Under **Apps**, select your Connected App, and click the **Edit (pencil)** icon
* **Integrations > Zendesk**, check **Integrate with Zendesk**, and click **Save changes**

<img alt="app settings jira integration" height="545" width="1440" src="https://conclude.io/images/quickstart/connected_apps_quickstart/connected-apps-quickstart-9.webp">

Once configured:

* Tickets created in Slack or Teams are automatically mirrored in Zendesk
* Replies and updates in Zendesk sync back to Slack or Teams
* Agents can respond from whichever platform they prefer

### Slack and Zendesk setup

Change the **App mode** to **Thread** under **General settings**. In Thread mode, placing a ticket emoji on any message opens a new ticket as a thread, which is automatically mirrored in Zendesk.

### Microsoft Teams and Zendesk setup

You will need to use the **Posts layout** for this to function properly. Using the Thread layout will put all new tickets into a single thread; use Posts to keep each ticket separate.

## Step 7: Creating and managing tickets

Once the app is installed and the channel is connected, tickets can be opened from either platform.

### Tickets – from the Dashboard (web UI)

* Go to **Apps**, select your app, and click the **New \[ticket type\]** button
* Fill in the details and submit. An alert is sent to the main channel, and a new activity thread or branched channel is created

### Tickets – from Slack

* Place a ticket emoji on any message in the connected channel to open a new ticket (Thread mode)
* The ticket appears in the connected Teams channel automatically

### Tickets – from Microsoft Teams

* Place a ticket emoji on any message in the connected channel to open a new ticket
* Use the Posts layout channel to create tickets
* Tickets sync to the connected Slack channel

### Resolving tickets

* **Use ✓ Conclude** to close the ticket
* Add the cause and resolution, then click Done
* A summary is posted to the main channel on both platforms
* Closed tickets are archived but remain searchable from the dashboard under Tickets

