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Zaim Product Privacy Policy

Last Modified: july 23, 2019

This Product Privacy Policy applies to your use of the Zaim Subscription Service (the Subscription Service) as a customer of Zaim (Zaim, Inc. and our affiliates), including the use of our associated mobile applications (Mobile Apps). This Product Privacy Policy applies to the data Zaim processes on behalf of our customers (Customer Data) in our capacity as a processor. This Product Privacy Policy does not apply to any information or data collected by Zaim as a controller for other purposes, such as information collected on our websites or through other channels for marketing purposes. Please find the Zaim Privacy Policy that covers this information or data by clicking.

Zaim processes Customer Data under the direction of our Customers, and has no direct control or ownership of the personal data we process. Customers are responsible for complying with any regulations or laws that require providing notice, disclosure, and/or obtaining consent prior to transferring the data to Zaim for processing purposes. Terms not otherwise defined herein shall have the meaning as set forth in the Zaim Customer Terms of Service (the ‘Agreement’). In the event of a conflict between this Product Privacy Policy and the Agreement, the terms of the Agreement will control.

We periodically update this Product Privacy Policy. We will post any changes on this page and, if the changes are significant, we will provide an update through the Notification app in your Zaim portal. While we will notify you of any material changes to this Product Privacy Policy prior to the changes becoming effective, we encourage you to review this policy periodically. We will also keep prior versions of this Product Privacy Policy in an archive for your review.

  1. Use of the Subscription Service

The Zaim Subscription Service

Our online Subscription Service allows users (typically small to medium size businesses) to create and share marketing, sales and customer service content. The Subscription Service can also be used to help organize sales data about a company’s sales pipeline (e.g., leads, customers, deals, etc.). The information added to the Subscription Service, either by site visitors providing their contact information or when a Subscription Service user adds the information, is stored and managed on our service providers' servers. . Zaim provides the Subscription Service to our customers for their own marketing, sales, CRM, and customer service needs. 

Use by Zaim

We use our own Subscription Service to build webpages that people can visit to learn more about Zaim. Information that we collect and manage using the Subscription Service for our own marketing belongs to us and is used, disclosed and protected according to the Zaim Privacy Policy. 

Use by Our Customers

Our customers use the Subscription Service to build webpages that people can visit to learn more about their business. Zaim does not control the content of these webpages or the types of information that our customers may choose to collect or manage using the Subscription Service. That information belongs to them and is used, disclosed and protected by them according to their privacy policies. Zaim processes our customers' information as they direct and in accordance with our agreements with our customers, and we store it on our service providers' servers. 

Our agreements with our customers prohibit us from using that information, except as necessary to provide and improve the Subscription Service, as permitted by this Product Privacy Policy, and as required by law.

We use the information collected through our Subscription Service by our customers for the following purposes: to provide the Subscription Service (which may include the detection, prevention and resolution of security and technical issues); to respond to customer support requests; and otherwise to fulfill the obligations under the Zaim Customer Terms of Service. 

We have no direct relationship with individuals who provide Personal Information to our customers. Our customers control and are responsible for correcting, deleting or updating information they have collected from using the Subscription Service. We may work with our customers to help them provide notice to their visitors about their data collection, processing and usage.

  1. Zaim Product Specific Privacy Disclosures
  2. All Product Tiers
  3. Google Integrations

If you choose to integrate your Gmail or any other G Suite application with the Subscription Service you may use the following integrations and allow Zaim access to your Google user data:

(1) Gmail Integration

By using the ‘Gmail Integration’ with the Subscription Service you will grant the Subscription Service access to information associated with your account, including contacts, emails, calendar, distribution lists, subject lines, and URLs of tracked links from your email, if you use the email tracking functionality. In addition, the Subscription Service will be able to read, modify, create, and send emails from your connected Gmail account. The Subscription Service will scan the content of your emails to identify which emails you have elected to track in order to provide you with the notifications feature. The Subscription Service will store replies, outgoing mail, email headers, subject line, distribution lists, aliases, time sent, and Email bodies. Your email may contain sensitive information, such as names of your contacts, your private communications, or financial or medical information. You understand that the correspondences you track will be visible to other users on your Subscription team.

If you connect your Gmail account via IMAP (or Generic Inbox Connection), the Subscription Service will have access only to email address, password, server information, email metadata, and message bodies. Additionally, connecting your Gmail account via IMAP does not require you to connect any other G Suite applications.

Additional Limits on Use of Your Google user Data: 

Notwithstanding anything else in this Product Privacy Policy, if you provide Zaim with access to your Gmail data using the Gmail Integration, our use of that data will be subject to these additional restrictions:

- We will only use access to read, write, modify or control Gmail message bodies (including attachments), metadata, headers, and settings to provide a web email client that allows users to compose, send, read, and process emails and to enhance the email experience for productivity purposes. 

- We will not transfer this Gmail data to others unless doing so is necessary to provide and improve these features, comply with applicable law, or as part of a merger, acquisition, or sale of assets.

- Zaim will not use this Gmail data for serving advertisements.

- Zaim will not allow humans to read this data unless we have your affirmative agreement for specific messages, doing so is necessary for security purposes such as investigating abuse, to comply with applicable law, or for Zaim's internal operations when the data have been aggregated and anonymized.

(2) Google Calendar Integration 

The Subscription Service will have access to both your Google Calendar and any other calendar you access via Google in order to power our Meetings tool, and allow you to associate events with contacts in the CRM . The Subscription Service will have the ability to: create or change your calendars, and update individual calendar events. 

(3) Google Drive Integration 

As part of connecting your Google Drive, the Subscription Service will be able to: see your files, upload and download your files, and store file contents and titles. The Subscription Service uses these permissions to power the features of our Composer and Collect tools, allowing you to create drafts of blog posts in Drive and then upload directly for publishing. 

(4) Google Search Console 

You can integrate your Google Search Console with our Content Management System (CMS). As part of this integration, the Subscription Service will be able to: manage the list of sites and domains you control, view and manage the list of sites and domains you control, view and manage the owners of domains you control.

(5) Chrome Extensions

Sales Extension: you can install the Zaim Sales Chrome extension to track Gmail and G Suite emails through your Chrome browser. The extension can read and change all your data on the websites you visit and display notifications. It logs all emails from Gmail and can be used in conjunction with the Inbox Integration.

Collect Extension: the Collect Extension integrates with your Google Drive, allowing you to upload files and text directly from your Chrome Browser into your drive. These files will then be available for your use through the Google Drive integration.

  1. Outlook Integration

If you use the Outlook integration with the Zaim Product, the Subscription Service will have access to information associated with your account, including contacts, emails, calendar, distribution lists, subject lines, and URLs of tracked links from your email, if you use the email tracking functionality. The Zaim Product will scan the content of your emails to identify which emails you have elected to track in order to provide you with the Notifications feature. The Subscription Service will store, replies, outgoing mail, email headers, subject line, distribution lists, aliases, time sent, and message bodies. Correspondences you track will be visible to other Users on your Subscription.

iii. Generic Inbox Connection (IMAP)

If you connect your email account via IMAP (or Generic Inbox Connection), the Subscription Service will have access only to email address, password, server information, email metadata, and message bodies. Additionally, connecting your Outlook account via IMAP does not require you to connect any other Microsoft applications.

  1. Crowdsourced Data

If you use our Zaim CRM, you may see fields in our company database marked with an orange dot, or highlighted in some other way. These fields are those that we let our Zaim CRM users update, to aim to keep our company database as current as possible. Crowdsourced Data fields only capture company level information, and are not intended to collect personally identifiable information. If you choose to submit updated information to these fields, you grant us the right to use such information in any manner that we choose (including, without limitation, publicly), without any payment or attribution to you. You represent and warrant that you have a right to share such information with us for our use and that you are not violating any confidentiality obligations by submitting the information. This information submitted by you will not be considered Customer Data or Confidential Information under this Agreement.

  1. Documents Tool

If you use the Documents feature of the Subscription Service, files that you upload using this ‘Documents’ feature are stored by us and shared with other users of your Zaim CRM team.

  1. Conversations

If you choose to use the shared inbox feature of our Conversations functionality you understand that any User may have access to or visibility into the contents of this inbox.

  1. Sales Hub
  2. Email Template Tools

In addition to the Inbox Integration described above, if you opt to use our template building tools, the Subscription Service will scan the content of your sent emails to identify possible templates for use by Users of your Zaim account.



  1. Call Transcription

The ‘Call Transcription’ feature allows you to transcribe calls that you record with Sales Hub products. We use Google Cloud Platform’s Cloud Speech-to-Text API and Google Cloud Storage to provide Call Transcription, which requires us to share call data with Google for use, analysis, and storage by Google. 

In order to use the Call Transcription feature you must consent to Google’s use of your call data via an in-app modal. If you do not consent, we are unable to provide the Call Transcription service to you. You are responsible for compliance with all call recording laws and obtaining any required consents from callers.

  1. Marketing Hub
  2. Zaim Video

If you want to use the default video application provided by Vidyard through the Subscription Service, you must agree to Vidyard’s Terms of Service and Privacy Policy. Any data processed by Vidyard will be subject to Vidyard’s own terms available here: https://www.vidyard.com/privacy/

  1. Zaim Tracking Code for Wordpress Plugin

To connect your Wordpress installation with your Zaim account, we may use Wordpress account information such as your email address to authenticate the connection. You grant permission to us and our licensors to collect data from your Wordpress instance only as necessary to provide the Subscription Service and Consulting Services to you and as permitted by this Agreement.

iii. Content Membership

The Content Membership functionality allows you to gate certain content to Contacts based on an authentication list and passwords. Passwords are not stored in the Subscription Service and are hashed. We do not have access to your Contacts’ passwords.

  1. Social Integrations
  2. Youtube Integration

If you use the YouTube Integration, you agree to be bound by YouTube's terms

If you choose to connect your YouTube account with our Social Tool (subject to your product tier), as part of posting to YouTube through the Subscription Service, the Zaim platform will store your posts and publish them at the scheduled time as selected by you. Additionally, the Subscription Service will add tracking code to any post URL generated through the Zaim Platform, solely for the purpose of tracking clicks. The Subscription Service stores comments and replies on your posts, as well as analytics for the performance of your posts.

  1. Twitter Integration

You may choose to integrate your Twitter account with the Zaim Platform (depending on product tier) in order to manage your Twitter. As part of posting Tweets through the Subscription Service, the Zaim platform will store your Tweets and post Tweets upon their scheduled time as selected by you. Additionally, the Subscription Service will add tracking code to any Tweet URL generated through the Zaim Platform, solely for the purpose of tracking clicks. The Subscription Service will store replies to and analytics for the performance of your Tweets.

iii. LinkedIn Integrations

Your use of the LinkedIn Ads integration is also subject to the terms and conditions provided by LinkedIn, available at: https://www.linkedin.com/legal/sas-terms. The Subscription Service will be able to view and manage your account, as well as store your LinkedIn Ads account number. As part of the integration, the Subscription Service receives user token with permissions on ad accounts and pages. The Subscription Service can view but does not store all the LinkedIn ads accounts and pages that you have permission for. LinkedIn will share with the Subscription Service: settings details (e.g., name, budget, bid strategy, creative) and performance metrics (impressions, clicks, etc.) for all campaigns, ad sets, and ads in the ad accounts the user has “connected” to the Subscription Service.

If you choose to sync leads, the Subscription Service will receive webhook updates when a new lead form submission occurs on a Page the user has “connected” to your account. The Subscription Service will pull all lead submissions for Pages the user has connected. The Subscription Service will log these submissions as form submissions in the CRM.

If you choose to connect your LinkedIn account with our Social Tool (subject to your product tier), as part of posting to LinkedIn through the Subscription Service, the Zaim platform will store your posts and publish only at the time you schedule. Additionally, the Subscription Service will add tracking code to any post URL generated through the Zaim Platform, solely for the purpose of tracking clicks. The Subscription Service stores comments and replies on your posts, as well as analytics for the performance of your posts.

As part of any LinkedIn integration the Subscription Service will store your account name, account profile picture.

  1. Google AdWords Integration 

Your use of the Google AdWords integration is subject to Google’s terms at: https://support.google.com/adspolicy/answer/54818. The Subscription Service will be able to view and manage your account, and stores your Google Ads account number. As part of the integration, the Subscription Service receives user token with permissions on ad accounts and pages. The Subscription Service can view but does not store all the Google ad accounts that you have permission for. Google will share with the Subscription Service: settings details (e.g., name, budget, bid strategy, creative) and performance metrics (impressions, clicks, etc.) for all campaigns, ad sets, and ads in the ad accounts the user has “connected” to the Subscription Service.

If you choose to sync leads, the Subscription Service will receive webhook updates when a new lead form submission occurs and will log these submissions as form submissions in the CRM.

  1. Facebook and Instagram Integrations

Facebook Ads

If you share any data from your Zaim Account with Facebook, as part of our Ads integration, Facebook’s ad terms will apply: https://www.facebook.com/legal/self_service_ads_terms. As part of the integration, the Subscription Service receives user token with permissions on ad accounts and pages. The Subscription Service can view but does not store all the ad accounts and pages that you have permission for. Facebook will share with the Subscription Service: settings details (e.g., name, budget, bid strategy, creative) and performance metrics (impressions, clicks, etc.) for all campaigns, ad sets, and ads in the ad accounts the user has “connected” to the Subscription Service.

If you choose to sync leads, the Subscription Service will receive webhook updates when a new lead form submission occurs on a page a user has connected to your account. The Subscription Service will pull all lead submissions for Pages the user has connected. The Subscription Service will log these submissions as form submissions in the CRM.

Facebook and Instagram 

If you choose to connect your Facebook and/or Instagram account with our Social Tool (subject to your product tier), as part of posting to Facebook and/or Instagram through the Subscription Service, the Zaim platform will store your posts and publish only at the time you schedule. Additionally, the Subscription Service will add tracking code to any post URL generated through the Zaim Platform, solely for the purpose of tracking clicks. The Subscription Service stores comments and replies on your posts, as well as analytics for the performance of your posts

Ad Network Pixel and Tags

The Subscription Service will receive the selected ad network (for all Ad Network) pixel/tag identification as part of connecting you account to that network. The Subscription Service will automatically place this pixel/tag on the user’s website pages where Zaim tracking code is present. This pixel/tag sends and tracks information about your website visitors back to the network, enabling conversion tracking and website audience creation.

  1. Other Product Specific Disclosures
  2. Integrations with the Zaim Platform

You may choose to connect any number of applications or integrations, including our certified partner applications, with your Zaim Account. Your use of these integrations is subject to the privacy terms made available by that integrator. For more information on our partners

  1. Mobile Applications

When You Use our Mobile Application

We use mobile analytics software to allow us to better understand the functionality of our Mobile Apps on your mobile device. This software may record information such as how often you use the application, the events that occur within the application, aggregated usage, performance data, and where the application was downloaded from. In addition to information we collect on our Websites, when you use our Mobile Apps we may also collect your city location, device model and version, device identifier (or “UDID”), OS version, and your Zaim Subscription Service credentials. 

We send push notifications from time to time in order to update you about events or promotions. If you no longer wish to receive such communications, you may turn them off at the device level.

We may link information we store within the analytics software to Personal Information you submit within the Mobile App. We do this to improve services we offer you and improve our marketing, analytics and site functionality.

iii. Single Sign-On 

You can log in to our site using a Single Sign-on (SSO) service like your Google account. This service will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form. Such services may give you the option to post information about your activities on this Web site to your profile page to share with others within your network.

  1. Log Files

When you use the Subscription Service, we automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses. This information is used by Zaim for the operation of the Subscription Service and to maintain quality of the Subscription Service. For these purposes, we do link this automatically-collected data to Personal Information such as name, email address, address, and phone number.

  1. Data Subject Requests

If you are a customer, prospect, or otherwise interact with one of our Customers and would no longer like to be contacted by one of our customers that use our Subscription Service, please contact the customer that you interact with directly. If you want to access, correct, amend, or delete data controlled by a Zaim customer, you should direct your query to the Zaim Customer (the data controller). 

You may request the deletion of your Zaim account or Subscription Service by sending a request to [email protected].

If you are seeking to exercise your data subject access rights for the data Zaim processes as a controller.

  1. Data Retention

The data you collect as part of your use of the Subscription Service is retained according to the relevant agreements between you and Zaim. Customer Data is retained for as long as you remain an active customer. Your data is deleted upon your written request or after an established period following the termination of all customer agreements. In general, Customer Data is deleted after your paid Subscription ends and your portal becomes inactive.

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