Privacy Policy for WorkDrive AutoFolder Zoho CRM Extension

Effective Date: 14/08/2025

Introduction

Automate Accounts (“we”, “our”, “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you use our Zoho Marketplace extension for Zoho CRM and Zoho WorkDrive. By installing and using the extension, you agree to the terms of this Privacy Policy.

Information We Collect

When you use our extension, we may collect the following information:

• Authentication Information: OAuth tokens, API keys, and session identifiers needed to connect to your Zoho account.
• Account Details: Zoho account ID and organization ID
• Usage Data: Metadata such as folder IDs and CRM record references necessary for automation functions.
• System Logs: Technical logs for troubleshooting errors and performance.

We do not collect or store the contents of your CRM records or WorkDrive files unless explicitly required for the automation.

How We Use Your Information

We process the collected data for the following purposes:

1. To authenticate your Zoho account and establish a secure connection.
2. To retrieve CRM and WorkDrive metadata and automate folder creation/renaming.
3. To maintain extension security and performance.
4. To provide customer support if requested.

Our legal basis for processing under applicable data protection laws is performance of a contract (for providing the service) and legitimate interest (for ensuring functional security).

Data Sharing and Disclosure
We do not sell, rent, or trade your information.
We only share:

• With Zoho Services: To perform authenticated actions on your behalf (this is inherent to the extension’s function).
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Data Retention
We store authentication data only for as long as your account is active in the extension.
Upon removal of the extension or a data deletion request, we permanently delete your stored data within 30 days.

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International Data Transfers
Your data is processed and stored on Zoho Catalyst servers located in the United States. As a result, if you access our extension from outside the US, your information may be transferred to and handled in the US data center. We implement appropriate safeguards—including encryption and contractual measures—to ensure your data remains protected in accordance with applicable laws and standards.

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User Rights

Depending on your jurisdiction, you may have the right to:

• Access the data we store about you
• Request correction or deletion of your data
• Withdraw consent at any time by disconnecting the extension
  To exercise these rights, email support@automateaccounts.com.

Security Measures

We implement encryption in transit (HTTPS, TLS) and encryption at rest for stored tokens. Only authorized personnel have access to your information. However, no electronic storage is 100% secure.

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Children’s Privacy

Our extension is not intended for use by individuals under the age of 16. We do not knowingly collect personal data from children.

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Policy Updates

We may update this Privacy Policy from time to time. We will notify you via email or within the extension before significant changes take effect. The “Effective Date” at the top will reflect the latest version.

Contact Information

For questions or concerns, contact:Email:support@automateaccounts.com‍Address:285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada

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