Privacy Policy

Privacy Policy of Potrus CPA

Potrus CPA collects some Personal Data from its Users.

Personal Data processed for the following purposes and using the following services:

Advertising

Google AdSense
Personal Data: Tracker; Usage Data
Hotjar Form Analysis & Conversion Funnels
Personal Data: Trackers; Usage Data

Analytics

Google Analytics and Amplitude Analytics
Personal Data: Tracker; Usage Data

Communication

Slack

Connecting Data

Zapier
Personal Data: Data communicated while using the service

Contacting the User

Contact form
Personal Data: company name; email address; first name; last name; number of employees; phone number; website
ConvertFlow

Content performance and features testing (A/B testing)

VWO

Displaying content from external platforms

Google Maps widget
Personal Data: Tracker; Usage Data
Wistia widget
Personal Data: Trackers; Usage Data

Handling payments

Stripe
Personal Data: various types of Data as specified in the privacy policy of the service

Handling productivity related activity

Google Workspace
Personal Data: Data communicated while using the service

Heat mapping and session recording

Hotjar Heat Maps & Recordings
Personal Data: Tracker; Usage Data; various types of Data as specified in the privacy policy of the service

Hosting and backend infrastructure

Amazon Web Services (AWS) and Heroku
Personal Data: various types of Data as specified in the privacy policy of the service
OpenAI API
Personal Data: Usage Data

Infrastructure monitoring

Rollbar and Sentry
Personal Data: various types of Data as specified in the privacy policy of the service

Interaction with external social networks and platforms

Twitter Tweet button and social widgets
Personal Data: Tracker; Usage Data

Location-based interactions

Geolocation
Personal Data: geographic position
MaxMind

Managing contacts and sending messages

Twilio
Personal Data: phone number
Mailgun
Personal Data: email address
Customer.io
Personal Data: email address; Tracker; Usage Data
Appcues
Personal Data: Data communicated while using the service

Managing data collection and online surveys

Typeform
Personal Data: Data communicated while using the service; email address; first name; last name; phone number; website

Managing support and contact requests

Help Scout
Personal Data: Data communicated while using the service; various types of Data as specified in the privacy policy of the service

Managing web conferencing and online telephony

Livestorm
Personal Data: Data communicated while using the service

Marketing

PartnerStack, Capterra, G2 Crowd and Reform

Productivity

Assembly.ai

Remarketing and behavioral targeting

LinkedIn Website Retargeting, Facebook Remarketing and Twitter Remarketing
Personal Data: Tracker; Usage Data

Tag Management

Segment
Personal Data: Tracker; Usage Data

Information on opting out of interest-based advertising

In addition to any opt-out feature provided by any of the services listed in this document, Users may follow the instructions provided by YourOnlineChoices (EU), the Network Advertising Initiative (US) and the Digital Advertising Alliance (US), DAAC (Canada), DDAI (Japan) or other similar initiatives. Such initiatives allow Users to select their tracking preferences for most of the advertising tools. The Owner thus recommends that Users make use of these resources in addition to the information provided in this document.

The Digital Advertising Alliance offers an application called AppChoices that helps Users to control interest-based advertising on mobile apps.

Users may also opt out of certain advertising features through applicable device settings, such as the device advertising settings for mobile phones or ads settings in general.

Further information about the processing of Personal Data

How we use Google APIs and data
Potrus CPA’s use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements. Google APIs are leveraged to allow users to:
– Create and log in to Close accounts using OAuth
– Send emails
– Schedule calendar events – Identify emails and events related to sales activities and display them within the app
– Display emails and events which match sales leads in our system on the lead for everyone to view (who have a Close account)

Sift Science
We use the personal information we collect in connection with providing you our services to detect and prevent fraudulent activity. We share this information with Sift, a third-party service provider to assist us with this effort. To learn more about Sift, please see their Service Privacy Notice.

Vitally
Customer success platform and analytics

Data Retention
We keep customer data only for as long as an account is active or for a limited time as needed for the purpose for which it was collected. We will also retain information as required by law, to resolve disputes, and enforce our agreements. We will either delete or anonymize your information after a reasonable amount of time, or securely store and isolate it from further use until deletion is possible, if deletion is not feasible. When we no longer have a legitimate business reason to process your data, we will securely delete, anonymize, or store it securely and isolate it from further processing until it can be deleted. We will delete this information sooner if requested.