At Workroomly, we are committed to protecting your privacy and handling your data responsibly. This policy explains what we collect, how we use it, and how integrations such as Google, Microsoft, and Meta/Facebook work inside Workroomly.
Workroomly ("Workroomly," "we," "our," or "us") provides software and related services that help teams manage communication, collaboration, customer operations, sales, support, files, workflows, and related business processes (collectively, the "Services"). This Privacy Policy explains how we collect, use, disclose, store, and protect personal data when you use our website, applications, integrations, APIs, and related services.
By accessing or using our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use the Services.
This Privacy Policy applies to information processed by Workroomly as a service provider or platform operator. Where a Workroom admin or customer controls the purposes and means of processing within their Workroom, that customer may act as the data controller for certain information and Workroomly may process that information on their behalf.
We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a person, organization, account, or device ("personal information").
We collect information:
We use personal information for the following business and operational purposes:
| Purpose | Description |
|---|---|
| Service Delivery | To provide, operate, maintain, secure, troubleshoot, and improve Workroomly and its modules. |
| Account Management | To register users, authenticate logins, manage Workrooms, assign permissions, and administer subscriptions. |
| Email and Communication Features | To enable users to connect inboxes, send messages, sync mailbox data, manage communication workflows, and support related collaboration features. |
| CRM, Support, and Workflow Operations | To capture leads, manage deals, process support tickets, automate tasks, and route business data through Workroomly workflows. |
| Integrations | To connect authorized third-party services such as Google, Microsoft, and Meta/Facebook and exchange approved data needed for the requested integration. |
| Security | To detect, investigate, and prevent fraud, abuse, unauthorized access, suspicious activity, or service misuse. |
| Support and Customer Success | To respond to inquiries, provide onboarding and support, and communicate about service issues, updates, or product changes. |
| Analytics and Product Improvement | To understand feature usage, performance, adoption trends, and service reliability in order to improve the Services. |
| Marketing | To send newsletters, event invitations, product updates, or promotional communications where permitted by law and, where required, with your consent. |
| Legal and Compliance | To comply with legal obligations, enforce our terms, protect our rights, and respond to lawful requests. |
Workroomly allows users and organizations to connect third-party services to enable login, email integration, marketing workflows, customer operations, analytics, and related business use cases. We only access and use data from these connected services as necessary to provide the specific functionality the user or customer has requested.
When you connect an integration, Workroomly may receive account identifiers, profile information, tokens, account metadata, campaign or mailbox metadata, message or ad objects, and other data necessary to operate that integration. The exact data depends on the permissions you approve and the features you use.
You or your organization control whether these integrations are enabled. You may disconnect them at any time through the relevant settings or by contacting us if needed.
If you sign in with Google, connect Gmail, or connect Google Ads functionality, Workroomly may process information provided by Google in accordance with the permissions you grant.
When you use Google Sign-In, we may receive basic profile information such as your name, email address, profile image, unique Google account identifier, and authentication details needed to create or manage your Workroomly account.
If you connect Gmail, Workroomly may access and process Gmail data strictly to provide the functionality you request, such as:
If you connect Google Ads-related functionality, Workroomly may access account, campaign, ad, conversion, click, attribution, and related reporting data needed to display campaign performance, link outcomes to CRM records, support analytics, or allow authorized advertising workflows.
Workroomly's use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements, where applicable.
If you sign in with Microsoft or connect Microsoft email services, Workroomly may receive and process information from Microsoft in line with the permissions you grant and the functionality you enable.
When you use Microsoft Sign-In, we may receive your name, email address, profile details, unique Microsoft account identifier, tenant or organization metadata, and authentication details necessary to provide access to Workroomly.
If you connect Outlook or Microsoft 365 email, Workroomly may access and process mailbox data to support features such as:
We process Microsoft data only as necessary to provide the requested integration, secure the Services, maintain logs, support debugging, and comply with applicable law or platform requirements.
If Workroomly offers Facebook Login or Meta/Facebook advertising integrations and you choose to connect them, Workroomly may receive and process information from Meta in accordance with the permissions you approve and the features you use.
If you sign in with Facebook, we may receive your name, email address, profile image, account identifier, and related authentication details needed to create or manage your Workroomly account.
If you connect Meta/Facebook advertising or lead-related functionality, Workroomly may receive and process data such as:
We use this data only to power the advertising, attribution, CRM, campaign, reporting, or workflow features you or your organization enable within Workroomly.
We may share personal information in the following circumstances:
We do not sell personal information for money. We also do not sell Google, Microsoft, or Meta-connected user data obtained through integrations.
We use administrative, technical, and organizational measures designed to protect personal data against unauthorized access, accidental loss, misuse, disclosure, alteration, or destruction.
These measures may include:
No method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for keeping your credentials secure and for appropriately managing access within your Workroom.
We retain personal information for as long as necessary to provide the Services, comply with legal obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business operations.
Retention periods may vary based on the type of data, the settings configured by your organization, contractual obligations, platform requirements, and applicable law. Integration tokens and related credentials may be retained only for as long as needed to maintain the relevant connection, unless earlier revoked or deleted.
Depending on where you live and how you use Workroomly, you may have rights regarding your personal information, including the right to:
Request access to the personal information we hold about you.
Request that inaccurate or incomplete information be corrected.
Request deletion of certain personal information, subject to legal and operational exceptions.
Request a copy of certain data in a portable format where applicable.
Opt out of marketing communications and, where applicable, certain tracking or sharing activities.
Disconnect Google, Microsoft, Meta/Facebook, or other third-party integrations at any time.
To exercise applicable rights, contact us using the details below. We may need to verify your identity before completing your request. If your data is controlled by a Workroom administrator or customer organization, we may direct your request to that organization where appropriate.
You may stop Workroomly’s access to your connected third-party accounts at any time by:
Revoking access may disable related features and may not remove information previously synced or processed within your Workroom unless separately deleted in accordance with product functionality, retention settings, or applicable law.
Workroomly may process and store personal information in countries other than the country in which you reside. Where required, we take steps designed to ensure appropriate safeguards apply to international transfers, including contractual protections or other lawful transfer mechanisms.
We use cookies, pixels, SDKs, local storage, and similar technologies to operate the Services, keep users signed in, analyze usage, understand campaign performance, improve reliability, and support marketing or attribution efforts.
You may control cookies through your browser settings and, where applicable, through our consent or preference tools. Disabling certain cookies may affect Service functionality.
Our Services are intended for business and professional use and are not directed to children under the age of 16. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, please contact us so we can investigate and take appropriate action.
We may update this Privacy Policy from time to time to reflect changes in our Services, integrations, data practices, legal requirements, or operational needs. When we make material changes, we may:
Your continued use of the Services after an updated Privacy Policy becomes effective means you accept the revised policy to the extent permitted by law.
If you have questions about this Privacy Policy, our privacy practices, or your data rights, contact us:
If you are contacting us about Google, Microsoft, or Meta/Facebook integration data, please include the email address or connected account details relevant to your request so we can assist more quickly.