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This Privacy Policy explains how Contact Roles Management for Zoho CRM (“the Extension”) handles data and protects user privacy when using the extension within Zoho CRM.

By installing or using the extension, you agree to the practices described in this Privacy Policy.

1. Introduction

Contact Roles Management for Zoho CRM is designed to simplify and speed up the process of assigning and managing contact roles within Zoho CRM.

We value user privacy and are committed to protecting customer data and maintaining transparency regarding how information is accessed and used.

2. Information We Access

The extension may access certain Zoho CRM data required for its functionality, including:

Contacts
Deals
Accounts
Contact Roles
Related CRM module data necessary for role assignment

The extension only accesses information required to perform its intended functionality.

3. How Information Is Used

The accessed information is used solely for:

Simplifying contact role assignment
Displaying contact and role information
Enabling faster role mapping workflows
Improving user experience within Zoho CRM

We do not use CRM data for advertising or unrelated purposes.

4. Data Storage

The extension is designed to operate within the Zoho CRM environment.

Unless explicitly stated otherwise:

We do not permanently store customer CRM data outside Zoho CRM
We do not sell or share customer data with third parties
We do not access unnecessary user information

Temporary processing may occur only as required for extension functionality.

5. Data Sharing

We do not sell, rent, or trade user data.

Data may only be shared:

When required by law
To comply with legal obligations
To protect security, rights, or prevent misuse

6. Third-Party Services

This extension operates on the Zoho CRM platform and may rely on Zoho APIs and services.

Use of Zoho CRM is also subject to Zoho’s own:

Privacy Policy
Terms of Service
Security policies

7. Security Measures

We take reasonable measures to help protect user data and maintain secure operations, including:

Secure API communication
Limited data access
Permission-based functionality
Controlled CRM integration practices

However, no system can guarantee absolute security.

8. User Responsibilities

Users and administrators are responsible for:

Managing CRM permissions appropriately
Protecting account credentials
Ensuring proper internal data governance
Reviewing extension access permissions before installation

9. Permissions Required

The extension may request permissions necessary to:

Read CRM records
Update contact role information
Access supported Zoho CRM modules

Permissions are used only for extension functionality.

10. Data Retention

The extension does not intentionally retain customer data beyond operational requirements unless explicitly stated.

Users maintain ownership and control of their CRM data within Zoho CRM.

11. Children’s Privacy

This extension is intended for business and professional use only and is not directed toward children under the age of 13.

12. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time.

Updated versions will become effective upon publication.

Users are encouraged to review this policy periodically.

13. Contact Information

For questions, support, or privacy-related concerns, please contact your extension administrator or support team.

14. Consent

By installing and using Contact Roles Management for Zoho CRM, you consent to the collection and use of information as described in this Privacy Policy.

Conclusion

Contact Roles Management for Zoho CRM is built with a focus on simplicity, efficiency, and responsible data handling. We are committed to maintaining user trust and protecting CRM data while delivering a streamlined contact role management experience within Zoho CRM.