Gmail and Google Calendar in Magnet Customer
Magnet Customer is a CRM for investment offices, financial advisors and wealth managers. Connecting your Google Account is optional and brings your email and calendar into the CRM, next to each client.
This page explains what the integration does, which permissions it requests and what we never do with your data.
Google AccountKnow which account was connected
Your name and your Google Account email address.
Read, compose and send your email
To show the conversation with each client, reflect in Gmail what you do in the CRM and send only the messages you write there.
View and edit events on your calendars
To bring CRM meetings and tasks into Google Calendar and bring events created in Google into the CRM.
See the list of your calendars
So you can choose which calendars sync with the CRM.
You can revoke access at any time at myaccount.google.com/permissions
What changes in your day
Email history on the client record
Emails exchanged with a client appear on their record, with the message body and attachments to download, next to meetings, deals and notes. Nobody has to copy messages into the CRM.
Sent from your address
You write, reply, reply all and forward, with attachments, from inside the CRM, and the message goes out through your Gmail. While you write, the draft is saved in your Gmail Drafts. Marking as read or unread, starring, applying a label, archiving or moving to Trash in the CRM applies in Gmail too.
Calendar in both directions
Meetings and dated tasks created, changed (including by dragging) or deleted in the CRM go to the Google Calendar you choose, and events created in Google appear in the CRM. Accepting, answering maybe or declining an invitation in the CRM replies in Google. You set the direction: Google to CRM, CRM to Google or both.
Permissions and why we ask for them
We only request the permissions these features use. Google shows each one on the consent screen before you authorise.
| Permission | What it allows | What we use it for |
|---|---|---|
openid, email, profile | Identify your Google Account | Know which account is connected and show your name and email in the integration. |
gmail.modify | Read, compose and send email, without permanently deleting anything | Show your inbox and, on each client's record, the emails exchanged with them, with the message body and attachments to download. Reflect in Gmail what you do in the CRM: read or unread, star, labels, archive and move to Trash, never permanent deletion. Keep the email you are writing in your Gmail Drafts. Send, reply, reply all and forward, with attachments, from your Gmail. |
calendar.events | View and edit events on your calendars | Send meetings and dated tasks created, changed (including by dragging) or deleted in the CRM to the Google Calendar you choose. Reply in Google when you accept, decline or answer maybe to an invitation in the CRM. Show in the CRM the events created in Google, in the sync direction you set. |
calendar.calendarlist.readonly | See the list of your calendars | List your calendars and their colours, so you can choose which ones sync with the CRM. |
The technical names shorten the full permission address. For example, gmail.modify stands for https://www.googleapis.com/auth/gmail.modify.
What we never do with your Google data
Our use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
We do not sell your Google data.
We do not use this data for advertising, credit assessment or lending.
We do not use this data to train artificial intelligence models.
We do not use Google APIs or Google data to create, edit or distribute AI-generated non-consensual intimate imagery (NCII), or any sexual content.
Nobody on our team reads your email, except with your express permission, for security purposes, to comply with the law, or in aggregated and anonymised form.
Artificial intelligence and your email
When your account uses the Magnet Customer AI assistant, it may read synced emails to fulfil a request of yours, such as summarising the conversation with a client. It only reaches what you can already see in the CRM, and the content is processed by Anthropic, our AI provider, under a contract that prohibits using it to train models.
If your account administrator connects an external assistant through the MCP connector and enables access to email, that assistant reads the same emails, within the permissions the administrator set.
No Magnet Customer feature generates images from Google data.
You decide
Connecting is optional
The integration only starts when you authorise it yourself on Google's consent screen. The CRM works without it.
Disconnect at any time
From the CRM itself or at myaccount.google.com/permissions. When you disconnect email and calendar from the CRM, access is revoked at Google and syncing stops.
Your data leaves with you
Removing the integration deletes the emails and events already synced to the CRM. You can also request deletion at privacidade@magnetcustomer.com.