Data Processing Addendum

This Data Processing Addendum (“DPA”) forms part of the agreement between Workroomly and the customer using the Services, and applies where Workroomly processes personal data on behalf of the customer.

Effective Date: March 18, 2026

1. Scope and Incorporation

This Data Processing Addendum (“DPA”) forms part of the Terms of Service, Master Services Agreement, Order Form, subscription agreement, or other written or electronic agreement between:

  • Customer, acting as a controller or other party determining the purposes and means of processing personal data; and
  • Workroomly, acting as a processor or service provider in connection with the Services.

This DPA applies where Workroomly processes personal data on behalf of Customer in connection with the Workroomly platform, including customer operations workflows, CRM, support, inboxes, communication features, collaboration features, integrations, AI-assisted features, and related services.

If there is a conflict between this DPA and the main customer agreement regarding personal data processing, this DPA controls to the extent of that conflict.

2. Roles of the Parties

The parties acknowledge and agree that:

  • Customer is the controller of Customer Personal Data processed under this DPA, except to the extent Customer acts as a processor on behalf of another party.
  • Workroomly is the processor of Customer Personal Data processed on behalf of Customer in connection with the Services.
  • Customer is responsible for determining whether the Services are appropriate for its intended processing activities and for ensuring that its instructions to Workroomly comply with applicable data protection law.

2.1 Customer Instructions

Workroomly will process Customer Personal Data only on documented instructions from Customer, including as set out in the customer agreement, through Customer’s use of the Services, through configuration choices made by Customer in the platform, or as otherwise documented in writing by Customer, unless required to do otherwise by applicable law.

2.2 Unlawful Instructions

If Workroomly reasonably believes that a Customer instruction violates applicable data protection law, Workroomly may notify Customer and suspend the affected processing until the issue is resolved.

3. Details of Processing

The details of the processing covered by this DPA are described below.

Item Description
Subject Matter Provision of the Workroomly platform and related services, including customer operations workflows, CRM, support operations, inbox and communication features, collaboration tools, connected integrations, and related infrastructure and support services.
Duration For the duration of the customer relationship and for any limited retention period that applies under the customer agreement, backup processes, security requirements, or applicable law.
Nature of Processing Collection, storage, organization, retrieval, hosting, consultation, analysis, transmission, disclosure by customer configuration, support access, deletion, export, and other processing necessary to provide the Services.
Purpose of Processing To provide, secure, support, maintain, and improve the Services as requested by Customer, and to enable customer-facing workflows and related business operations configured by Customer.
Categories of Data Subjects Customer personnel, workspace users, leads, prospects, contacts, account stakeholders, support requesters, communication participants, meeting participants, and other individuals whose personal data Customer submits to the Services.
Categories of Personal Data Names, email addresses, phone numbers, job titles, company information, account records, support records, communication metadata, message content, meeting data, uploaded files, CRM records, activity history, and other personal data submitted by or for Customer.
Sensitive or Special Data Customer is responsible for determining whether it submits special category, sensitive, or regulated data into the Services and for ensuring such use is lawful and contractually appropriate.

4. Confidentiality

Workroomly will ensure that persons authorized to process Customer Personal Data are subject to appropriate confidentiality obligations, whether contractual, statutory, or professional.

5. Security Measures

Workroomly will implement appropriate technical and organizational measures designed to protect Customer Personal Data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or unauthorized access, taking into account the nature of the processing, the state of the art, implementation costs, and the risks presented by the processing.

Access Controls

Role-based access, permission controls, credential protection, and internal access limitation practices.

Infrastructure Security

Secure hosting, environment controls, infrastructure management discipline, and operational safeguards.

Logging & Monitoring

Operational visibility, alerting, and relevant system logging to support platform security.

Resilience

Backup, recovery, and continuity-oriented measures appropriate to Workroomly’s service model and maturity.

5.1 Security Updates

Customer acknowledges that Workroomly may update or modify security measures from time to time, provided such updates do not materially reduce the overall security of the Services.

6. Subprocessors

Customer authorizes Workroomly to engage subprocessors to support the provision of the Services, provided that Workroomly remains responsible for the performance of its subprocessors to the extent required by applicable law and this DPA.

6.1 Current Subprocessors

Workroomly’s current subprocessors may include infrastructure and integration providers such as:

  • Amazon Web Services (AWS) for hosting, storage, and infrastructure support
  • Google for enabled Google-connected identity or integration workflows
  • Microsoft for enabled Microsoft-connected identity or integration workflows
  • Meta / Facebook for enabled Meta-connected workflows
  • Twilio for enabled messaging, telephony, or channel workflows

6.2 Equivalent Protection

Where Workroomly engages a subprocessor for Customer Personal Data, Workroomly will impose data protection obligations on that subprocessor that are no less protective in substance than the obligations Workroomly owes under this DPA, as relevant to the nature of the services provided by the subprocessor.

6.3 Changes to Subprocessors

Workroomly may update its subprocessors from time to time. Material updates may be reflected on Workroomly’s Security & Compliance page or otherwise communicated through reasonable means.

7. Assistance with Data Subject Rights

Taking into account the nature of the processing, Workroomly will provide reasonable assistance to Customer, through technical and organizational measures where appropriate, to help Customer respond to requests from individuals exercising their rights under applicable data protection law, including access, correction, deletion, restriction, portability, or objection rights, where applicable.

8. Assistance with Compliance Obligations

Taking into account the nature of processing and the information available to Workroomly, Workroomly will provide reasonable assistance to Customer with respect to:

  • Security of processing
  • Personal data breach notification obligations
  • Data protection impact assessments where required and relevant
  • Consultation with regulators where required and relevant

Such assistance may be subject to technical feasibility and reasonable reimbursement where the request goes materially beyond the standard functionality of the Services.

9. Personal Data Breaches

If Workroomly becomes aware of a personal data breach affecting Customer Personal Data, Workroomly will notify Customer without undue delay and provide information reasonably available to Workroomly to help Customer understand the breach and meet its own legal obligations.

10. International Transfers

To the extent Customer Personal Data is transferred across borders in a way that requires a lawful transfer mechanism under applicable data protection law, the parties will cooperate in good faith to implement an appropriate mechanism where required.

10.1 Transfer Mechanisms

Where applicable, such mechanisms may include standard contractual clauses or other lawful transfer mechanisms recognized under applicable law.

10.2 Customer Responsibility

Customer remains responsible for determining whether its use of the Services triggers jurisdiction-specific transfer requirements and whether supplementary contractual or compliance steps are needed for its use case.

11. Audit Information and Cooperation

Workroomly will make available to Customer information reasonably necessary to demonstrate compliance with this DPA and, where required by applicable law and reasonably justified by Customer, allow for audits or inspections by Customer or an auditor mandated by Customer, subject to reasonable notice, confidentiality obligations, scope limitations, security safeguards, and reasonable cost allocation where appropriate.

Nothing in this section requires Workroomly to disclose confidential information of other customers, internal security secrets, or information that would create unreasonable security risk.

12. Return and Deletion of Data

Upon termination or expiry of the customer agreement, and at Customer’s choice where applicable, Workroomly will delete or return Customer Personal Data, unless retention is required by applicable law or reasonably necessary for security, fraud prevention, dispute resolution, backup cycles, or other legitimate retention bases described in the customer agreement or Privacy Policy.

Customer acknowledges that immediate deletion from backups may not always be technically feasible, provided such retained data remains protected and is deleted in accordance with Workroomly’s ordinary retention and deletion processes.

13. Liability

The liability of each party under this DPA is subject to the exclusions, limitations, and allocation of risk set out in the main customer agreement, except to the extent prohibited by applicable law.

14. Term

This DPA remains in effect for as long as Workroomly processes Customer Personal Data on behalf of Customer under the customer agreement.

15. Governing Terms

Except as expressly modified by this DPA, the main customer agreement remains in full force and effect.

Questions About This DPA

If your legal or procurement team needs a countersigned version, customer-specific revisions, or clarification on Workroomly’s processing role, contact:

Workroomly Legal / Privacy Contact

hi@workroomly.com

View Security & Compliance Page