When creating integrations with Magnify, it is recommended that you create a new user account within each of the tools you will be integrating. This allows you to track actions that are being taken through Magnify automation, while also providing the ability to define specific object permissions.
The tables below highlight the required level of permissions for each user account that will be connected to Magnify based on the integration source. For integrations not listed, please contact support@magnify.io for additional information.
Salesforce
| Object | Permission | |
| 1 | Account | Read, Edit |
| 2 | Contact | Read |
| 3 | User | Read |
| 4 | Contract | Read |
| 5 | Opportunity | Read, Create, Edit |
| 6 | Case | Read, Create |
| 7 | Campaign | Read |
| 8 | Lead | Read |
| 9 | Task | Read, Create |
| 10 | Custom Objects (as needed) | Read |
Hubspot
| Object | Permission | |
| 1 | Companies | Read, Edit |
| 2 | Contact | Read |
| 3 | Deals | Read, Edit |
| 4 | Tickets | Read, Edit |
Gainsight
| Object | Permission | |
| 1 | Activity Timeline | Read, Create |
| 2 | Company Person | Read |
| 3 | Person | Read |
| 4 | User | Read |
| 5 | Call to Action | Read, Create |
| 6 | Company | Read |
| 7 | Playbook | Read |
| 8 | Opportunities | Read |
| 9 | Custom Objects (as needed) | Read |
Marketo
| Object | Permission | |
| 1 | Campaigns | Read |
| 2 | Users | Read |
| 3 | Programs | Read, Edit |
| 4 | Leads | Read, Create, Edit |
| 5 | Opportunities | Read |
| 6 | Companies | Read |
| 7 | Activities | Read |
Updated