Privacy Policy

Overview

Pipeline Audit provides sales pipeline intelligence software for businesses. This Privacy Policy explains how we collect, use, disclose, store, and protect information when customers use our website, application, and integrations.

This Privacy Policy applies to information collected through the Pipeline Audit marketing site, application, customer workspaces, and integrations that users explicitly connect.

Information We Collect

We collect information you provide directly to us, information collected automatically when you use the service, and information obtained through integrations that you authorize.

• Account and workspace information, such as name, email address, company, billing details, and workspace settings.
• Sales workflow data, such as CRM records, transcript records, notes, contacts, deals, and analysis outputs stored in the product.
• Integration data from connected services that you explicitly authorize, such as Gmail message metadata and message content, CRM data, and transcript platform data.
• Usage and diagnostic information, such as log data, sync job state, device and browser metadata, and product interaction events.

How We Use Information

We use information to operate, secure, support, and improve Pipeline Audit. We also use authorized integration data to provide the features requested by our customers.

• Authenticate users and administer workspaces.
• Sync, organize, and analyze deal, transcript, and email activity.
• Match emails, contacts, and transcripts to the correct deals and stakeholders.
• Generate pipeline analysis, health signals, summaries, recommendations, and reporting.
• Detect abuse, investigate incidents, maintain service reliability, and respond to support requests.
• Comply with legal obligations and enforce our terms.

Google User Data

If you connect Gmail, Pipeline Audit accesses Gmail data only with your explicit authorization and only to provide the Gmail-related product features you request inside Pipeline Audit.

Pipeline Audit uses Gmail data to identify deal-relevant communications, match those communications to contacts and deals, detect pipeline signals, and generate customer-requested analysis within your workspace.

Pipeline Audit does not use Google user data for advertising, does not sell Google user data, and does not transfer Google user data to data brokers.

Pipeline Audit uses access to Google user data only as permitted by the Google API Services User Data Policy, including the Limited Use requirements. Google user data is used only to provide or improve user-facing features that are visible in Pipeline Audit and requested by the customer.

How We Share Information

We do not sell personal information. We share information only in limited circumstances necessary to operate the service or comply with legal obligations.

• With service providers and subprocessors who help us host, secure, support, or operate Pipeline Audit.
• Within your organization’s workspace, according to the permissions and sharing model of the product.
• When required by law, regulation, legal process, or to protect rights, safety, and security.
• In connection with a merger, financing, acquisition, or sale of all or part of our business, subject to appropriate confidentiality protections.

Data Retention

We retain data for as long as needed to provide the service, maintain workspace history, support legitimate business operations, comply with legal obligations, and resolve disputes.

If you disconnect an integration, we stop future syncing from that source. Stored data already imported into Pipeline Audit may remain in the workspace until it is deleted through product workflows, workspace closure, or a valid deletion request.

OAuth tokens for supported integrations are stored encrypted at rest. We maintain integration state to support incremental sync, operational reliability, and customer-requested analysis features.

Security

We use reasonable administrative, technical, and organizational measures to protect information, including encrypted token storage for supported integrations, authentication controls, and access controls within the application.

No security program is perfect, and we cannot guarantee absolute security.

Your Choices

You may update account information, disconnect integrations, and request account or data-related assistance by contacting us.

Workspace administrators may control certain organizational settings, workspace access, and integration configuration on behalf of their teams.

If you want us to delete your account data or assist with a data access or deletion request, contact hello@pipelineaudit.com.

Children’s Privacy

Pipeline Audit is intended for business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the effective date above and may provide additional notice where appropriate.

Contact

If you have questions about this Privacy Policy or want to request support related to privacy, Google user data, or data handling, contact hello@pipelineaudit.com.