Deal Outlook add-in update - Meeting push now available

Version 1.0.0.1

What's new

Push Outlook meetings to Inpart Deal - Now live

You can now push calendar meetings from Outlook directly into Inpart Deal, just like you already do with emails. No new workflows needed: open a meeting in Outlook, and push it to Deal with a click. 

Meetings pushed from Outlook will automatically appear in Deal: 

• In the Meetings tab of the linked company or opportunity.

• In the centralized meeting hub for easy access.

No installation should be required; the Outlook add-in updates automatically. However, please note that, depending on your IT configuration, you may need to reinstall the add-in to receive the update. 

Highlights of this release:

• Push Outlook meetings to Deal: Push key meeting info - title, date/time, attendees, invitation content (as notes), and attachments directly from your Outlook calendar. 

• Smart pre-fill and context: The add-in detects external attendees based on their email addresses and suggests matching companies, pre-filling meeting details so you can push in seconds. 

• Meeting updates detected: If a pushed meeting is later changed in Outlook (e.g., new time, location, or attendees), the add-in will highlight the update and let you re-push the latest version to keep Deal up to date. 

• Contact recognition: Automatically link attendees to existing contacts or create new ones on the fly. 

• Opportunity linking: Associate the meeting with an existing opportunity under a company or create a new opportunity. 

• Duplicate protection: The system flags already pushed meetings and prevents accidental duplication. 

• Limitations: Personal calendar items (e.g., reminders or solo appointments) are not supported. Support for internal contacts (contacts from your organization) is coming soon. 

Learn more

Feedback

Feedback is a gift! Let us know what you think about these new features and if you have any additional thoughts on what you'd like to see in functionality. Thank you and have a wonderful weekend!

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