Privacy Policy

Introduction

This is Ntiva Inc.'s Privacy Policy for the SalesSync service. Please read it carefully as it contains important information on who we are, how and why we collect, store, use and share personal information, your rights in relation to your personal information, and how to contact us in the event you have a complaint.

This policy is for customers and users of the SalesSync service, and also individuals registered as HubSpot users of the HubSpot Account Owner.

If you believe that one of our customers is using SalesSync to process your personal data, please contact them directly with any questions about that processing. To the extent that any personal data is stored or processed by our customers using SalesSync, we act as a "data processor" for our customers, who are the "data controller" of any personal data processed using the SalesSync service.

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Who We Are

Ntiva Inc. collects, uses, and is responsible for certain personal information about you. When we do so, we are responsible as "controller" of that personal information for the purposes of applicable privacy laws.

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The Personal Information We Collect

We collect the following personal information when you provide it to us:

• Usage Data: Details of your usage of our services, including which sync operations and configurations you have been working on.
• Marketing and Communication Preferences: Your preferences as to whether we contact you with promotional information about our services. We use this to make sure we do not send you anything you have asked not to receive.
• Communications: We will record the fact that you have contacted us (or we have contacted you) and may retain the content of the communication, together with your contact details and our responses.

Information We Receive During Onboarding

The name and work email address of the HubSpot Account Owner's onboarding contact, and the ConnectWise Manage API credentials the Account Owner provides so that SalesSync can reach its ConnectWise site. Those credentials are held in the Account Owner's own SalesSync tenant and are not displayed in a browser after they are entered.

Information Obtained from HubSpot

When the HubSpot Account Owner installs SalesSync, HubSpot tells us the portal's id and domain and which permissions were granted. Using those permissions, SalesSync reads and writes the CRM records the Account Owner chooses to synchronize: companies, contacts, deals, products, deal line items, record owners, and sales activities (notes, emails, calls, meetings and tasks). SalesSync also adds a small set of ss_-prefixed properties to those records to hold the matching ConnectWise identifiers and synchronization status.

Information Obtained from ConnectWise

Using the ConnectWise Manage API credentials the Account Owner provides, SalesSync reads and writes the matching ConnectWise records: companies, contacts, opportunities and their products, members, and activities.

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How We Use Your Information

We use your information in the following ways:

• To allow us to operate services and the business operations we engage in to that end, including onboarding, monitoring the synchronization, and supporting any operational or technical queries you may raise.
• To manage the HubSpot Account Owner's subscription with us, which will include notifying you about limits on the subscription and changes to our terms.
• Notifying you of changes to our privacy policy.
• To use data analytics to improve our website, products/services, marketing, and user relationships and experiences.
• To analyze our revenues against our internal revenue measurements.
• To administer and protect our business.
• To deliver relevant website content and promotional emails we send to you and to measure or understand the effectiveness of them.
• We use your Marketing and Communication Preferences to make sure we do not send you anything you have asked not to receive.
• We will also use your information in the event that we need to enforce our terms of service, or to help us defend any legal claims against us.
• We may also need to process your data for compliance with a legal obligation to which we are subject.
• If you give us your consent, we may publish your feedback about our services on our website or marketing material.

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The Legal Basis on Which We Process Your Information

We process your personal information on the following lawful bases under applicable US privacy laws:

Legitimate Business Interest

We process your data in conducting and managing our business to enable us to give you the best service and the best and most secure experience when using our services. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests.

Performance of Contract

We process your data where it is necessary for the performance of a contract between us and you, or to take steps at your request before entering into such a contract.

Legal Obligation

We process your personal data where it is necessary for compliance with a legal or regulatory obligation to which we are subject, including obligations under the California Consumer Privacy Act (CCPA), other applicable state privacy laws, and federal regulations.

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Use of Cookies

A cookie is a small text file which is placed onto your computer when you use a website. Our public web pages do not set cookies. The SalesSync operator console sets one session cookie when a member of our staff signs in; it is never set on your systems. Some of our pages load fonts and scripts from third-party content networks (Google Fonts, unpkg), which receive your IP address in the course of serving those files.

Most web browsers allow some control over cookies through browser settings. You can set your browser to refuse cookies or to alert you when a cookie is being placed. However, please note that some features of our services may not function properly if cookies are disabled.

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HubSpot and ConnectWise

Our services are integrated with HubSpot and ConnectWise Manage. Data flows between the HubSpot Account Owner's HubSpot portal, the Account Owner's dedicated SalesSync tenant on the Contuit automation platform, and the Account Owner's ConnectWise Manage site. We do not share personal information with HubSpot or ConnectWise beyond what is necessary to synchronize the records the Account Owner has chosen to synchronize.

The HubSpot access grant we hold for a portal is stored encrypted at rest. The Account Owner can withdraw it at any time by uninstalling SalesSync from HubSpot (Settings → Integrations → Connected Apps). When the grant is revoked, synchronization for that portal stops.

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Who We Share Your Personal Information With

We may share your personal information with the following parties:

• Your HubSpot Account Owner controls the HubSpot portal and the ConnectWise site that SalesSync synchronizes, and can see the synchronization status SalesSync writes to their records.
• Contuit, the automation platform on which each SalesSync tenant runs.
• Azure (infrastructure hosting).
• Stripe (payment processing) may process your payment details if you pay us by card.
• Additionally, we may disclose your data to third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy policy.
• We may share your information with any parent, subsidiary, or sister companies, to provide our services and for internal administration purposes.
• We may also share personal data where required: to comply with applicable laws, to enforce our contractual rights, or to protect the security, rights, privacy, safety, or property of Ntiva Inc., our users, or others.

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How Long Your Personal Information Will Be Kept

We will retain your personal data for a period of up to 12 months from the end of our relationship with the HubSpot Account Owner. After this period, your personal data will be securely deleted or anonymized unless a longer retention period is required or permitted by law.

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Transfer of Your Information

We may transfer your personal information to service providers which are located outside of your jurisdiction. We ensure appropriate safeguards are in place for such transfers, including contractual protections and security measures to protect the confidentiality and integrity of your personal information.

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Your Rights

Under applicable privacy laws, you have rights including:

• Access to your personal information and the right to request details about how it is processed.
• Correction — require us to correct any mistakes in your information.
• Erasure — require the deletion of personal information in certain situations.
• Portability — receive the personal information you have provided to us in a structured, commonly used, and machine-readable format.
• Objection to direct marketing — object at any time to processing of your personal data for direct marketing purposes.
• Objection to automated decisions — object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you.
• Restriction — otherwise restrict our processing of your personal data in certain circumstances.

Additional Rights for California Residents (CCPA)

If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with the following additional rights:

• Right to Know: You have the right to know what personal information we collect, use, disclose, and sell about you.
• Right to Delete: You have the right to request the deletion of personal information we have collected from you, subject to certain exceptions.
• Right to Opt-Out of Sale: You have the right to opt out of the sale of your personal information. We do not sell personal information.
• Right to Non-Discrimination: You have the right not to receive discriminatory treatment for exercising any of your CCPA privacy rights.

Exercising Your Rights

To exercise any of these rights, please email us at msp@contuit.com. We will respond to your request within the timeframes required by applicable law. We may need to verify your identity before processing your request.

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Keeping Your Personal Information Secure

We have appropriate security measures in place to prevent personal information from being accidentally lost, or used or accessed in an unauthorized way. We limit access to your personal information to those who have a genuine business need to know it. Those processing your information will do so only in an authorized manner and are subject to a duty of confidentiality.

We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where we are legally required to do so.

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How to Complain

We hope that we can resolve any query or concern you raise about our use of your information. If you are not satisfied with our response, you also have the right to lodge a complaint with appropriate regulatory authorities:

• US residents: You may file a complaint with the Federal Trade Commission (FTC).
• California residents: You may also contact the California Attorney General's office.
• Other state residents: You may contact your state's attorney general for privacy-related complaints.

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Changes to This Privacy Policy

This privacy policy was last updated on 2026-09-09. We may update this policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

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How to Contact Us

Please contact us if you have any questions about this privacy policy or the information we hold about you.

If you wish to contact us, please send an email to msp@contuit.com or write to us at:

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