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Timeline Pro For Zoho CRM Records

A complete activity timeline for Zoho CRM records with tracking for updates, emails, calls, notes, attachments, and field changes.

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Privacy Policy

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At Insyrge ("we," "our," or "us"), we are committed to protecting the privacy and security of our users and their data. This Privacy Policy explains how Timeline Pro for Zoho CRM Records ("Extension") accesses, uses, and protects information when used within Zoho CRM.

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


1. Overview

Timeline Pro for Zoho CRM Records is designed to provide a centralized timeline view of CRM activities associated with records within Zoho CRM.

The Extension enables users to view activities such as:

  • Emails
  • Calls
  • Meetings
  • Notes
  • Tasks
  • Attachments
  • Field Changes
  • Workflow Activities
  • Custom Functions
  • Deluge Activities
  • CRM API Updates
  • Other CRM-supported activities

The Extension operates within Zoho CRM and only accesses information necessary to provide its functionality.


2. Information We Access

To provide timeline functionality, the Extension may access information available within your Zoho CRM organization, including:

CRM Record Information

  • Leads
  • Contacts
  • Accounts
  • Deals
  • Products
  • Vendors
  • Campaigns
  • Quotes
  • Sales Orders
  • Purchase Orders
  • Price Books
  • Solutions

Activity Information

  • Emails
  • Calls
  • Meetings
  • Notes
  • Tasks
  • Events
  • Attachments

Audit Information

  • Field updates
  • User actions
  • Workflow activities
  • Automation events
  • API-generated changes
  • CRM-generated activities

Only information required for displaying the activity timeline is accessed.


3. How We Use Information

The information accessed by the Extension is used solely to:

  • Display activity timelines
  • Present record history
  • Show field changes
  • Display automation activities
  • Provide filtering and search functionality
  • Improve user visibility into CRM records

We do not use CRM data for advertising, marketing, profiling, or any purpose unrelated to the Extension's functionality.


4. Data Storage

Timeline Pro for Zoho CRM Records does not permanently store customer CRM data outside Zoho CRM unless explicitly required for functionality and disclosed separately.

The Extension primarily retrieves and displays information from Zoho CRM in real time.

Any temporary processing performed by the Extension is limited to providing the requested functionality.


5. Data Sharing

We do not sell, rent, trade, or share customer CRM data with third parties.

Information accessed by the Extension is not disclosed to external organizations except:

  • When required by law
  • To comply with legal obligations
  • To protect security or prevent fraud
  • When authorized by the customer

6. Data Security

We take reasonable technical and organizational measures to protect information processed by the Extension.

Security measures may include:

  • Secure authentication mechanisms
  • Encrypted communications
  • Access control procedures
  • Principle of least privilege access

While we strive to protect customer data, no method of transmission or storage can be guaranteed to be completely secure.


7. User Permissions

Timeline Pro respects Zoho CRM's existing permission structure.

The Extension only displays information that users are already authorized to access within Zoho CRM.

The Extension does not grant additional permissions or bypass Zoho CRM security settings.


8. Data Retention

The Extension does not maintain independent customer activity databases for record history beyond what is necessary for service operation.

CRM records and activities remain subject to your Zoho CRM data retention policies.


9. Third-Party Services

Timeline Pro operates within the Zoho CRM ecosystem.

The Extension may rely on:

  • Zoho CRM APIs
  • Zoho Marketplace infrastructure
  • Zoho authentication services

Use of Zoho services remains subject to Zoho's own privacy policies and terms of service.


10. International Data Processing

Depending on your Zoho CRM environment and hosting location, information may be processed in different geographic regions.

By using the Extension, you acknowledge that information may be processed in accordance with applicable laws and regulations.


11. Compliance

We strive to follow applicable privacy and security requirements, including principles related to:

  • Data minimization
  • Purpose limitation
  • Access control
  • Data security
  • User privacy

Customers remain responsible for ensuring their own compliance obligations under applicable laws and regulations.


12. Children's Privacy

The Extension is intended for business and organizational use within Zoho CRM.

We do not knowingly collect personal information directly from children through the Extension.


13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Updates may be made to:

  • Reflect new features
  • Improve clarity
  • Address legal or regulatory requirements

Updated versions will be published through appropriate channels.

Continued use of the Extension after updates constitutes acceptance of the revised Privacy Policy.


14. Your Rights

Depending on your jurisdiction, you may have rights regarding personal information, including:

  • Access requests
  • Correction requests
  • Deletion requests
  • Restriction requests
  • Objection to processing

Requests related to CRM data should generally be directed to the Zoho CRM account administrator responsible for the CRM organization.


Consent

By installing, accessing, or using Timeline Pro for Zoho CRM Records, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.

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