MSOFT Dynamic Technologies – Twilio Connect for Zoho CRM
Effective Date: July 15, 2026
Privacy Policy
MSOFT Dynamic Technologies OPC Pvt. Ltd. ("MSOFT", "we", "our", or "us") is committed to protecting the privacy and security of our users. This Privacy Policy explains how the Twilio Connect for Zoho CRM extension collects, accesses, uses, and protects information when you install and use the extension.
MSOFT Dynamic Technologies OPC Pvt. Ltd. ("MSOFT", "we", "our", or "us") is committed to protecting the privacy and security of our users. This Privacy Policy explains how the Twilio Connect for Zoho CRM extension collects, accesses, uses, and protects information when you install and use the extension.
1. About the Extension
Twilio Connect for Zoho CRM enables businesses to integrate their Twilio account with Zoho CRM, allowing users to send SMS messages directly to Leads and Contacts from within Zoho CRM.
The extension allows users to:
The extension allows users to:
♦ Send SMS messages directly to Leads and Contacts.♦ Automatically log SMS history within CRM records.♦ Track SMS delivery status.♦ Automate SMS messages through Zoho CRM workflows.♦ Manage customer communication without leaving Zoho CRM.
The extension securely communicates with both Zoho CRM APIs and Twilio REST APIs to deliver SMS functionality.
2. Information We Access
Depending on the permissions granted by the Zoho CRM administrator, the extension may access the following information:
Zoho CRM Data
♦ Leads♦ Contacts♦ Phone Numbers♦ CRM Record IDs♦ User Information (required for authentication)♦ Workflow-related data necessary to execute configured automations
Twilio Data
♦ Message SID♦ Message Status♦ Delivery Status♦ Sender and Recipient Phone Numbers♦ Message Timestamps♦ Twilio Account Credentials (used securely for authentication)
The extension only accesses the information required to perform the requested SMS operations.
3. How We Use Your Information
The information accessed by the extension is used solely to provide its intended functionality, including:
♦ Sending SMS messages through your Twilio account.♦ Logging SMS history within Zoho CRM.♦ Tracking SMS delivery status.♦ Triggering SMS messages through Zoho CRM workflows.♦ Synchronizing communication records between Zoho CRM and Twilio.♦ Improving the reliability and performance of the extension.
We do not use customer information for advertising, marketing, profiling, or any unrelated purposes.
4. Data Storage
The extension is designed to minimize data storage.
Unless explicitly required for functionality:
Unless explicitly required for functionality:
♦ We do not permanently store your Zoho CRM records.♦ SMS requests are securely transmitted between Zoho CRM and Twilio.♦ SMS history is maintained within your Zoho CRM account.♦ Temporary data may be processed only while completing API requests.
If diagnostic logs are generated, they are used solely for troubleshooting and improving the extension.
5. Third-Party APIs
The Extension uses the Twilio REST API to send SMS messages and retrieve message delivery status.
The Extension also uses Zoho CRM APIs to access authorized CRM records and log SMS activities within your Zoho CRM account.
The Extension communicates with these APIs only to provide the functionality requested by the user and does not use them for any unrelated purpose.
6. Data Sharing
MSOFT Dynamic Technologies does not sell, rent, or trade your personal information.
Information is shared only when necessary to provide the extension's functionality, including communication between:
Information is shared only when necessary to provide the extension's functionality, including communication between:
♦ Zoho CRM♦ Twilio REST APIs
No customer information is shared with unauthorized third parties.
7. Security
We implement reasonable technical and organizational measures to protect your information, including:
♦ Secure HTTPS communication♦ OAuth authentication♦ Encrypted API requests♦ Secure handling of authentication credentials♦ Access controls that limit access to authorized users only
While we strive to protect your information, no method of internet transmission or electronic storage is completely secure.
8. User Permissions
The extension accesses only the data that has been explicitly authorized by the Zoho CRM administrator during installation.
Users may revoke permissions at any time by:
♦ Uninstalling the extension
Users may revoke permissions at any time by:
♦ Uninstalling the extension
♦ Revoking OAuth authorization
♦ Removing Twilio account credentials
9. Data Retention
The extension does not intentionally retain customer information beyond what is necessary to provide its services.
SMS history and CRM records remain within your Zoho CRM account and are subject to your organization's data retention policies.
SMS history and CRM records remain within your Zoho CRM account and are subject to your organization's data retention policies.
10. Cookies & Children's Privacy
The extension does not use cookies or any tracking technologies.
This extension is intended for business use only and is not designed for individuals under the age of 18.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Any changes will be published on this page with an updated Effective Date.
Your continued use of the extension after any updates constitutes your acceptance of the revised Privacy Policy.
12. Contact Information
If you have any questions regarding this Privacy Policy or the extension, please contact us:
MSOFT Dynamic Technologies OPC Pvt. Ltd.
Website: https://www.msoftdynamic.com
Email: info@msoftdynamic.com
MSOFT Dynamic Technologies OPC Pvt. Ltd.
Website: https://www.msoftdynamic.com
Email: info@msoftdynamic.com