Know what happens to your prospect data.
Connecting your CRM should come with clear answers. Here’s how PortifyLead protects your connection and handles the information you choose to save.
Processed for your request, not kept on our servers.
Captured contact details and conversation content pass through PortifyLead to complete the action you request. They are processed in memory and are not retained in our server databases, logs, analytics, queues, or caches. This includes the raw conversation and the content used to generate your AI Sales Brief.
Clear about what is saved.
Reviewed contact details and briefs can remain in the extension’s local lead list and in the CRM or Google Sheet you choose. We separately store the account information, encrypted connection authorisations, settings, and operational metadata needed to run the service. Operational metadata records outcomes rather than captured prospect content.
Retention and deletion, in the Privacy Policy →Encrypted connections and credentials.
Data travels over encrypted connections.
The authorisations used to connect your CRM are encrypted with AWS Key Management Service and held on our servers.
Your CRM password is not shared with PortifyLead, and destination access tokens are not returned to the extension.
You choose what reaches your CRM.
Review and edit captured details before saving. A destination write happens when you confirm the action. The LinkedIn profile photo is a temporary preview and is not uploaded to PortifyLead or your destination.