Every deal belongs to a company. Under Accounts ↗ you see all companies you have deals with, and whether they are currently a customer. Contents - How a company is created - The four types - The four views - The company page - Maintaining company data - Merging - Collaboration ended - Contract dates - New customers and existing business - Common pitfalls - Next How a company is created You do not create a company by hand. It is created when you create a deal. 1. On the lead, click Create offer. 2. Assign company opens. inDeal looks for matching companies that already exist in your workspace: - first by the domain of the lead's email address, - then by the domain of their website, - finally by a similar name. 3. Confirm the match or choose New company and enter the name. 4. Click Create deal. The domain is simplified: sales.example.com and example.com count as the same company. Addresses from free email providers like Gmail, GMX or Web.de are never used for matching, because there is no company behind them. A match by name is only a suggestion. inDeal never picks it on its own, because different companies can have similar names. If you create a deal via the API or an AI assistant, inDeal decides by itself: if the lead already belongs to a company, it stays with it. Otherwise a company with the same domain is used, and if there is none, a new one is created. The four types inDeal calculates the type from the company's deals. You do not set it yourself. | Type | Meaning | |---|---| | Customer | At least one deal is Won, and the contract is still running (no Contract end in the past). | | Prospect | Never won, but at least one open deal (Send offer or Closing). | | Lost customer | There was a won deal, but the contract ran out or the collaboration was ended. | | Lost prospect | Never won and no open deal left. | If you win a new deal with a lost customer, the company becomes a Customer again. The four views The list has four fixed views, one per type: Customers, Prospects, Lost customers and Lost prospects. When you open it, you see Customers. For each company the list shows name, domain, type, number of contacts, open deals, won value, next contract end and last activity. Use the search field to find a company by name or domain. The company page Clicking a company opens its page: - Company data: name, website, industry, number of employees, company phone and address. - Contacts: all leads that belong to this company. - Deals: all deals of the company, each marked New business or Existing business. At the top you find the actions New deal, Collaboration ended and Merge with …. With New deal you create another deal for one of the contacts, for example a renewal or an add-on project. inDeal recognises by itself whether the deal counts as existing business. From the lead and the deal you get to this page via Open company in the Company block. Maintaining company data The company is the shared source for the company data of all its contacts. If you change the name, the website or the address, inDeal applies it to all contacts of the company. That holds wherever you change it: on the company page, in the Company block of the lead or of the deal. If an enrichment adds company data, it lands on the company as well, but only in fields that are still empty there. Merging Sometimes the same company exists twice, for example because a contact uses a different email domain. 1. Open the company that should stay. 2. Click Merge with …. 3. Choose the duplicate company and confirm with Merge. Contacts and deals of the duplicate move to the company that stays. Empty fields are filled from the duplicate. Afterwards the duplicate disappears from the list. Collaboration ended If a customer stops without a contract end being recorded, click Collaboration ended and confirm. The company then counts as a Lost customer. You can take this back with Undo. If you later win a new deal, the company becomes a Customer again, even without undoing anything. Contract dates When you set a deal to Won, inDeal asks for Contract start and Contract end. Both are optional. You can change them later on the deal in the Pipeline & status block. If the Contract end is in the past and there is no other running contract, the company becomes a Lost customer. Without a contract end the contract counts as running. New customers and existing business On Home ↗ inDeal distinguishes two kinds of won deals: - New customers counts companies whose first won deal falls into the period. Two deals with the same company are one new customer, not two. - Existing business shows won deals with companies that are or once were a customer, with count and value. inDeal decides whether a deal is existing business when it is created: if the company was a Customer or Lost customer at that moment, the deal counts as existing business. Total customers counts all companies with at least one won deal. Common pitfalls - Wrong company confirmed. Check the domain under the name in the dialog. If it happens anyway, merge the two companies. - Free email contact ends up in a new company. With a Gmail or GMX address there is no domain match. Pick the right company in the dialog yourself if it already exists. - A customer still counts as customer after cancelling. Enter the Contract end on the won deal or click Collaboration ended. Next - From lead to deal and back - Deal stages from offer to close

Setup

Managing the blacklist

The blacklist lets you block people and companies you do not want to contact: competitors, existing customers, partners or anyone who has explicitly asked not to be contacted. You find it under Blacklist ↗ in the Data group. The subtitle sums up what happens: Blocked people and companies are not created, not shown and not contacted. Who can do what Everyone on the team can see the list. Only admins can change it. Everyone else sees the note Only admins can change the blacklist. You can view it for reference. What you can block | Type | Example | What is blocked | |---|---|---| | Email | max@example.com | exactly this address | | LinkedIn | linkedin.com/in/max-example | exactly this profile | | Domain | example.com | every address and website on this domain, including subdomains | | Company | Example Ltd | every contact with this company name | Values are stored in a uniform way. For email addresses, upper and lower case and additions like +newsletter do not matter. For LinkedIn and domains, the protocol, www and trailing paths are ignored. For companies the legal form is ignored, so "Example Ltd" and "Example Inc" count as the same company. You cannot block freemail domains like gmail.com or web.de as a domain, as that would affect every private address. Block the individual email address instead. linkedin.com cannot be blocked as a domain either; block a LinkedIn profile by its link. Adding entries Under Add entry you enter one or more values in the Values field. Separate them with commas, semicolons, tabs or line breaks, so you can also paste a column from a spreadsheet. You do not have to choose the type, inDeal detects it: - anything with @ becomes an Email, - a link to linkedin.com/in/ becomes a LinkedIn profile, - an address like example.com or https://example.com becomes a Domain, - everything else becomes a Company. Below the field you see each value as a preview with its type. If the type is wrong, change it right on the entry. Values marked red are not saved: freemail domains, invalid values and links to LinkedIn pages other than profiles (they show Not recognized until you choose a type). For company names with a comma: one entry per line. As soon as the field contains a line break, the comma only separates lists of email addresses, domains or LinkedIn links. "Miller, Smith & Co. LLC" then stays one entry, "a@example.com, b@example.com" become two. The save button adds all valid values. The result shows how many were New, Duplicates, Invalid and Freemail. Duplicates are not an error. Uploading a CSV Under Upload CSV you drag a file onto the area or click Choose file. Delimiter and encoding are detected automatically. Then you choose the matching column for each type, or Do not use. One row can provide several values, for example an email address and a company. Import starts the upload. Large files are processed in blocks of 5,000 values each. At the end the summary shows how many values were New, Duplicates, Invalid and Freemail, and how many contacts were flagged. What happens to existing contacts Contacts that are already in your CRM are not deleted. They are only flagged as blocked so that nobody contacts them by mistake. In the lead list and the lead view you then see Blacklist next to the name. If you remove the entry again, the flag disappears too, unless another entry on the list still matches the contact. Where the blacklist applies - Browser extension: Blocked profiles are not created and no credits are used. - CSV lead import: Blocked rows are skipped. The result shows how many were on the blacklist. - Adding a lead manually: If the email address or the company is on the blacklist, the lead is not created. - API and AI assistants: Blocked leads are not created, the request is rejected with status 409 and the code blacklisted. - Campaigns: Blocked contacts are neither created nor added to a campaign when your campaigns are synced. - Replies from campaigns: If a blocked person replies anyway, the reply is saved and the contact is flagged. The rating as positive or negative still runs, but no workflows are triggered for this contact. Deleting entries Select one or more entries in the list and click Delete. After confirming, the entries are removed. Matching contacts lose their flag unless another entry still matches them. Use the search field and the All types filter to find single entries even in long lists. Via API and MCP You can also manage the blacklist without the page, for example from another system or with an AI assistant. - API: With an API key you list entries (GET /api/v1/blacklist), add one or up to 1,000 at once (POST /api/v1/blacklist, POST /api/v1/blacklist/bulk), remove them (DELETE /api/v1/blacklist/{id}) and check before contacting someone whether they are blocked (POST /api/v1/blacklist/check). You do not have to pass the type, it is detected just like in the field above. - AI assistants: If Claude, ChatGPT or another assistant is connected via MCP, a sentence like "Put competitor.com on the blacklist" or "Is max@example.com blocked?" is enough. Both follow the same rules as the page: values are stored in a uniform way, freemail domains are rejected, existing contacts are only flagged. Example: add an entry curl -X POST https://app.indeal.ai/api/v1/blacklist \ -H "Authorization: Bearer indeal_..." \ -H "Content-Type: application/json" \ -d '{ "value": "https://www.competitor.com" }' Response (status 201; for an existing entry status 200 with "status": "duplicate"): { "status": "created", "kind_detected": true, "entry": { "id": "...", "kind": "domain", "value": "competitor.com", "raw": "https://www.competitor.com", "source": "manual", "created_at": "..." } } Example: check before contacting curl -X POST https://app.indeal.ai/api/v1/blacklist/check \ -H "Authorization: Bearer indeal_..." \ -H "Content-Type: application/json" \ -d '{ "email": "max@competitor.com" }' { "blacklisted": true, "matches": [ { "kind": "domain", "value": "competitor.com", "via": "email" } ] } "blacklisted": true with an empty matches is possible: it means a platform-wide block, such as an opt-out, that is not on your own list. Error codes | Code | Status | Meaning | |---|---|---| | validation_error | 422 | value cannot be stored: freemail domain, invalid value or type not recognized | | validation_error | 400 | invalid input, e.g. more than 1,000 entries at once or no field for the check | | not_found | 404 | no entry with this ID | | internal | 503 | check temporarily unavailable, try again later | Next - Opening Setup and what's inside - Trash and Legal - inDeal API: create and update leads - Connect AI assistants to inDeal

Campaigns

Define your ICP

The ICP (ideal customer profile) describes who you want to win with your campaigns: industries, company size, regions and the people you talk to. You find it in the sidebar under ICP ↗. Contents - Analyze your website - Review and save the suggestion - Edit the ICP - Versions and restoring - Who can do what - If the analysis doesn't work - Next Analyze your website As long as no ICP exists, you see a field for your website. It is prefilled with the address from your company profile. Click Analyze website. inDeal then reads your home page and a few matching subpages, for example about services, references or industries. From this it creates a suggestion that describes your target customers, not your own company. This usually takes less than a minute. Prefer to start yourself? Choose Create manually and fill in the empty form. Review and save the suggestion The suggestion appears in the edit form, with the note Suggestion – please review and save. at the top. Nothing is saved yet. Read the suggestion, adjust whatever is off and click Save. Only then does the ICP apply. If the analysis found little content, an extra note appears. In that case it is especially worth completing the details. Edit the ICP Use Edit to change a saved ICP. The form has these sections: - Target industries: up to eight. Type an industry and press Enter or a comma. Use the x to remove it. - Company size (employees): from and to. Leave a field empty if the range is open at that end. - Regions: up to six, entered like the industries. - Contacts: one to five. Each has a role, a type and up to four Challenges. The types are Economic buyer, Champion and Influencer. - Offer, Problem of target customers and Solution: short texts, a counter shows the remaining characters. If there is no economic buyer or no champion, the form points this out. You can still save. With Analyze again your website is read once more. The result comes back as a suggestion. Your current version stays until you save. Versions and restoring Every save creates a new version. Earlier versions are never lost. Above the view you see which version is current, when it was created and whether it came from an AI suggestion or a manual entry. Under Versions you find all earlier states. A click opens a version for viewing. Restore takes over its content as a new version, after a confirmation. Who can do what With the Admin role you analyze, edit and restore versions. With the Sales role you see the ICP and all versions but can't change anything. If the analysis doesn't work Ten analyses per day are possible. After that you can continue the next day. If inDeal finds too little text on your website, for example because it consists mostly of images or embedded content, you get a note instead of a suggestion. You then have two options: - Try another page of your website, such as your services page. - Create the ICP manually. Your ICP is the basis for upcoming features in inDeal, so it's worth keeping it up to date. Next - The campaign overview - From campaign to lead

Leads

Creating, importing and enriching leads

Leads reach inDeal three ways: one at a time by hand, in bulk from a file, or automatically from a campaign. Missing contact details you add afterwards through enrichment. Contents - Creating a lead by hand - Importing leads from a file - Leads from campaigns - Enriching data - Next Creating a lead by hand 1. Click the plus button in the top bar. New lead opens. 2. Fill in at least First name or Last name. Without a name you see Please enter a name. 3. Add what you have: Company, Role / title, Email, Phone, Lead source, Estimated value and Channel. 4. Confirm with Create lead. The New lead form The lead then sits on Qualify. Set a Follow-up date right away, otherwise it will not appear in Open leads ↗. Importing leads from a file The import is its own page in Setup: Lead import ↗. The Import button above both lead lists takes you there as well. The import requires permissions - with the Sales role it is not visible. The import page with dropzone and import history 1. Open the page. At the top you see the hint: Upload a CSV file with leads. The first row must contain the column headers. Below it sits the Import history. 2. Pick your file via Choose CSV file - or simply drag it onto the area. 3. Decide per CSV column what happens to it. Whatever inDeal recognises confidently is already mapped and sits collapsed under {n} columns mapped automatically; uncertain matches carry the marker uncertain match and stay visible. For every column there are five options: - Ignore - the column is not taken over. - A Standard field: First name, Last name, Email, LinkedIn URL, Phone, Company, Website, Role / title, Industry, Location, Employees or Estimated value. Each field can only be used once. - Attach as note - the content is collected into a note on the lead, see below. - An Existing field - the values go into a custom field that already exists. Each field can only be used once. - Create as new field - the column becomes a new custom field with Title and Type, see Custom fields in the import. With All open as note and Ignore all open you decide the remaining columns in one go. 4. Lead source and Channel are set once for the whole import. They do not come from the file. 5. Start with Import {count}. The bar at the bottom stays visible while you scroll and counts the progress. At least one name field, an email or a profile address must be mapped, otherwise you see Map at least first/last name, an email, or a LinkedIn URL. The mapping step with automatically mapped and open columns Custom fields in the import You manage custom fields under Layout ↗, see Customizing the layout: sections and custom fields. In the import: Open columns in the mapping: Paket goes into an existing field, Jahresbudget is created as a new currency field - New field: You can choose the same types as in the layout editor. inDeal suggests a type based on the values, for example checkbox for yes/no, date or date and time for matching values. New fields are added to the end of Additional data. Their API name is generated automatically and never reuses the one of a hidden field. - Dropdown and multi-select fields are created without options. You add the options in the layout afterwards. Until then the values of that column are reported and not saved. - Values are converted when they fit the type: - numbers and amounts in German or English format, for example 1.234,56 or 1,234.56 - dates as 2026-10-15, 15.10.2026 or 15.10.26 - date and time such as 15.10.2026 14:30, in German time - checkbox with yes/no, true/false, 1/0, x, ja/nein - dropdown by the option's name or API name, case does not matter; for multi-select several values separated by semicolon, comma or vertical bar - Invalid values do not stop the lead: the lead is created, only the invalid value is left out. Invalid are, for example, an unknown option, a date that does not exist, or a number with a leading zero or more than 15 digits (such IDs belong in a text field). On a repeat import everything is prefilled If you later import a file with the same column headers, inDeal takes over your last mapping: at the top it says Mapping taken from {date}, the columns sit under {n} columns taken from your last import. If everything fits, start right away via Import now. Reset falls back to the automatic mapping. After the import A summary appears with {n} new, {n} duplicates and {n} errors - plus how many new fields were created and how many notes were written. Columns attached as a note are collected into a note titled Lead import {date} in the activity list of each lead. If there were errors or values were left out, Error report (CSV) downloads the report so you can fix the data and import again. It has the columns row, field, raw value and reason, for example "Option "Gold" unknown". It opens directly in Excel; with an English interface the separator is a comma. Leads that already exist are skipped. Start another import begins the next run right away. Important, and the most common question afterwards: imported leads are cold. They sit on Qualify, have no follow-up date and therefore do not appear in Open leads, only in All leads ↗. They show up in the work list as soon as a reply arrives or you set a follow-up date. That is exactly what the note after the import says. Undoing an import The import history in Setup lists every run with File, Date, Run by and Result. Move imported leads to trash removes a whole run again. Leads that have already been worked are kept - the dialog names the number. The action is reversible: via Undo or the trash. Leads from campaigns Contacts who reacted to your outreach appear as leads automatically. The Details block then names the Campaign they came from. There is nothing for you to do. More on that in the Campaigns category. Enriching data If a phone number or email is missing, Enrich data in the lead header helps. inDeal then searches publicly available contact details. How it goes: 1. Click Enrich data. The button changes to Enriching data …. 2. If it takes longer, you see Extending search across additional providers …. 3. Afterwards the values found sit in the fields. Verified details are marked verified. If a lead has been enriched before, the button reads Re-enrich; after a failed attempt, Retry enrichment. Hovering shows when it was last enriched. Some leads are enriched automatically as they arrive. A note then appears at the top saying contact details are being searched and the page refreshes itself. Enrichment costs credits Contact details consume credits, company data does not. Your balance sits at the bottom left of the sidebar as {n} credits. | Detail | Price | |---|---| | Mobile number | 5 credits | | Email address | 1 credit | | Landline number | 0.5 credits | | Company data | free | Only what is actually found and newly written is charged. A field that is already filled is not overwritten and costs nothing. The number of providers queried makes no difference - the price depends on the field found. Direct dial and switchboard together count as one landline number. If your credit doesn't cover everything, we add what fits. The order and what the lead then shows are explained in Credits and usage. Your usage is in Setup under Plans & Billing ↗ in the History, broken down into Email, Mobile, Landline and Company data. More on that under Credits and usage. Next - Open leads and All leads - Editing a lead

Setup

Credits and usage

Plans & Billing ↗ holds your credit balance. Credits are consumed when inDeal searches for contact details on your behalf. Everyone sees this area, whatever their role. Contents - The three numbers at the top - The history - The categories - What each detail costs - When the balance is empty - More credit - Saving credits - Next The three numbers at the top Your credit sits in two pots, with the total next to them: | Field | Meaning | |---|---| | Monthly allowance | This holds the credits from your plan, they are always used first, and at the start of each month we top the pot up by your allowance, keeping whatever is left, but the pot holds at most twice your allowance and anything above that expires. | | Purchased | This holds the credits from packages you bought, they are only used once the monthly allowance is empty, and they never expire. | | Total | The sum of both pots, meaning everything you can use right now, with how much has been used this month shown below it. | Below the monthly allowance you see, for example, Topped up on {date}, carry-over capped at {max}. During the trial this pot is called Trial credits and is not topped up monthly. Total is the same value shown at the bottom left of the sidebar as {n} credits. Clicking there brings you here. If there is no credit account, it reads No credit account. The history Below it, every single entry appears with Date, Category, Δ, Lead and Reason. The Δ is the change: negative on usage, positive on a grant. With nothing booked yet, it reads No entries yet. If the matching lead has since been deleted, the Lead column shows (lead deleted). The entry stays regardless. The categories | Category | What for | |---|---| | Email | an email address found | | Mobile | a mobile number found | | Landline | a landline number found | | Company data | company details found | | Monthly grant | the monthly credit | | Top-up | an additional top-up | | Credit granted | a manual grant | | Credit purchase | a purchased package, bought by hand or automatically | | Refund | a credit purchase is reversed because the payment was refunded or charged back | | Other | everything else | Only details actually found cost credits. An unsuccessful search consumes nothing. Enrichment credits are not refunded, even if a detail found turns out not to help you. What each detail costs | Detail | Price | |---|---| | Mobile number | 5 credits | | Email address | 1 credit | | Landline number | 0.5 credits | | Company data | free | Four rules that explain your usage in practice: - Only what is actually found and newly written is charged. A field that is already filled on the lead is not overwritten and therefore costs nothing. A lead with an email address on file costs no email credit, even if the search finds that same address again. - The number of providers queried makes no difference. Several data sources run one after another behind a single run. The price depends on the field found, not on how many attempts it took. - Direct dial and switchboard together count as one landline number. If both are found, that is 0.5 credits, not 0.5 twice. - If your credit doesn't cover everything, we add what fits. The order is under When the balance is empty. Your actual usage is under Plans & Billing ↗ in the History, one entry per booking with category, amount and lead. How many leads your credits cover and what a lead costs in euros is worked out in What does a lead cost? Worked examples. When the balance is empty If your credit doesn't cover everything, we add what fits. Mobile number first, then email address, then landline. Whatever no longer fits stays empty. The free company data always ends up on the lead. The lead then shows Not everything added yet once you have credit again, or Out of credits if you don't. Below 0.5 credits we no longer start a search. Everything else in inDeal keeps working unchanged - only the search for contact details stops. The quota is granted monthly; the entry appears in the history as Monthly grant. More credit Three ways, depending on how often you need more. Owners and admins can buy, and only with an active subscription. If your access runs through an agency, your credit comes through your contact. Once: buy a package. Under Plans & Billing ↗, in the Credits tab, there are three packages: | Package | Price | Per credit | |---|---|---| | 100 credits | €19 | €0.19 | | 500 credits | €85 | €0.17 | | 1,500 credits | €225 | €0.15 | All prices net, plus VAT. Purchased credits never expire. Your monthly allowance is used first, then the purchased credit. Regularly: top up automatically. Under Top up automatically you set a threshold, a package and a monthly cap. When your credit drops below the threshold, inDeal buys the selected package. At least one hour passes between two automatic purchases, and the cap applies per calendar month. Permanently: change your plan. If your allowance falls short every month, switch to a larger plan under the Plans tab. The credit is available right away, and Stripe charges the prorated amount. Saving credits Three habits that help noticeably: 1. Enrich deliberately, not in bulk. A lead you will not call does not need a phone number. 2. Check what is already there first. For many campaign leads, the address and job title are already filled in. 3. Do not enrich twice. If a lead has been enriched before, the button reads Re-enrich. A second run rarely finds anything new. Whatever is already in the field costs nothing more; whatever it finds on top costs again. Next - What does a lead cost? Worked examples - Creating, importing and enriching leads - Opening Setup and what is inside

Connect your mailbox

With a connected mailbox you send emails straight from inDeal - from your own address, out of your own mailbox. Replies from your leads land on the right lead in the timeline automatically, with nothing to copy over. You can connect Outlook or Microsoft 365, or Gmail or Google Workspace. Contents - What the connection does - Which mailbox? - How to connect your mailbox - When approval is missing - Import your history - Attachments stay in your mailbox - Disconnect your mailbox What the connection does inDeal connects to your mailbox. After that the following applies, whichever provider you use: - You write and answer emails directly on the lead, and they are sent through your mailbox. Afterwards they also sit in your Sent folder. - Incoming replies are matched to the right lead automatically and show up in its timeline. - Only emails whose counterpart is an existing lead are taken over. Everything else - private mail, newsletters, internal messages - is discarded and never stored in inDeal. Everyone on the team connects their own mailbox, regardless of role. There is no central team mailbox: whoever wants to send from inDeal connects their own account once. Which mailbox? Both options sit side by side on the Email ↗ page: - Outlook / Microsoft 365 - for mailboxes at Microsoft, business or personal. - Gmail / Google Workspace - for mailboxes at Google, business or personal. One mailbox per person. You can only have one mailbox connected at a time. As soon as one is connected, the page shows only its card; the other option disappears. To switch, disconnect the current mailbox first and then connect the new one. What disconnecting does to the emails already taken over is described under Disconnect your mailbox - read it first. How to connect your mailbox Outlook or Microsoft 365 1. Open Email ↗ in your settings. 2. On the Outlook / Microsoft 365 card, click Connect with Outlook / Microsoft 365. 3. You are taken to Microsoft. Sign in with the account whose mailbox you want to use and confirm the access. 4. You then land back in inDeal automatically. The card shows Connected, your address and the connection date. Gmail or Google Workspace 1. Open Email ↗ in your settings. 2. On the Gmail / Google Workspace card, click Connect with Gmail / Google Workspace. 3. You are taken to Google. Pick the account whose mailbox you want to use. 4. Google asks for the permissions one by one, each with its own checkbox: "Send email on your behalf" and "Read your email". Both boxes have to stay checked. inDeal needs them together - sending alone is not enough, because no reply could be matched, and reading alone is not enough, because you could not send. 5. You then land back in inDeal automatically. The card shows Connected, your address and the connection date. If you uncheck one of the boxes in step 4, inDeal comes back with the message Not all permissions were granted and no mailbox is connected. Just click connect again and leave both boxes checked. From now on you will find the Email button on every lead and can send straight from inDeal. When approval is missing In many companies employees are not allowed to approve external apps themselves. That is not an error but a policy of your organisation - and the route is the same for both providers: your IT approves inDeal once, after which the whole team connects as described above. Microsoft 365. After the sign-in attempt you see the message: Your IT team needs to approve inDeal for your Microsoft 365 tenant before you can connect your mailbox. Here is what to do: 1. Copy the approval link shown (Approve app). 2. Send it to your IT administration and ask them to approve inDeal for your Microsoft 365 tenant. 3. Once approval is granted, connect your mailbox as described above. Google Workspace. Your organisation may likewise require third-party apps to be approved first. Google then stops the sign-in before you get to see the permissions. Ask your Google Workspace administration to allow inDeal for your domain; after that, connecting works as described above. Personal accounts at Microsoft or Google have no such approval step - there the decision is yours. Import your history When you connect, inDeal can also take over past emails. The History import section on the card does that: - Choose 3, 6 or 12 months under Period. - The import runs in the background; the counter shows how many messages have been checked. With large mailboxes this takes a few minutes - you can leave the page in the meantime. - Here too: only emails that belong to an existing lead are taken over. Everything else is discarded. So after importing new leads, clicking Import again is worthwhile. Attachments stay in your mailbox Attachments are not stored in inDeal. inDeal only remembers that they exist - when you open one it is fetched straight from your mailbox. Which also means: if an email is deleted in your mailbox, its attachment is no longer available in inDeal either. This is the same for both providers. Disconnect your mailbox The card has a Disconnect button. Before anything happens, a confirmation dialog shows how many emails and conversations are affected - to confirm, you type in your mailbox address. So an accidental click cannot delete anything. Important - read before disconnecting: disconnecting does more than remove the connection. All emails, conversations and attachment references taken over from this mailbox are permanently deleted from inDeal. There is no option to keep the data and no way back. In your leads' timelines only the short text of the entries remains - the full messages are gone. Your mailbox itself is untouched: nothing changes at Microsoft or Google, all mail stays there. With Google, inDeal additionally revokes the permission it was granted. If you connect again later - including with the other provider - the history import can take the matching emails over again.

How can we help?

Getting Started

Home

Leads

Pipeline

Campaigns

Setup

Workflows

Integrations and Extension

Email

API & Webhooks

MCP

Companies (Accounts)

Managing the blacklist

Define your ICP

Creating, importing and enriching leads

Credits and usage

Connect your mailbox