Magnetic +
Sync your emails into Magnetic and save them against contacts, companies, opportunities and jobs
About
Magnetic needs to integrate into your email to function properly.
We use your email communication to build your contact list and to provide you with a single view of all communication across your company with your customers and it serves as a backup for you.
Setup
Setting up the Integration
To integrate email we have different options depending on your email hosting setup. This is all accessed under the Personal Settings section of the app.
For any other mail clients drop us a mail at support@magnetichq.com and we'll assist you.
Custom Fields
All custom fields that have been set up in your account can be populated from the form. The input must have the ID of the custom field which can be found on the page where the custom fields are managed. You must perform validation of the custom field inputs or we will fail them on the server when the data is posted. You can use hidden or visible elements.
| Field Name | Required | Description |
|---|---|---|
| companyId | Yes | Find your company ID from within your account here |
| ownerEmail | No | Email address of the user who will own the opportunity. If left out the opportunity will be left unassigned. |
| fullName | No | Full name or first name of lead |
| Required if no fullName provided | Email of lead | |
| company | No | Company name of the lead. If left out we will try add the user to the appropriate company or the Private company |
| opportunityName | No | Name of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName. |
| createOpportunity | No | Set to "true" if you want to create an opportunity |
| mobile | No | Mobile number of lead |
| landline | No | Landline number of lead |
| comment | No | A comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in. |
| followupDays | No | If present a followup will be set due in x days time |
| tagsOpportunity | No | Comma separated list of tags on the opportunity |
| tagsContact | No | Comma separated list of tags on the contact |
| redirectUrl | Yes | The URL to redirect the user back to on your site to say thank you. |
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