Privacy Policy – ClubGX Automation Router Integration
Last Updated: March 9 2026
This Privacy Policy explains how Genex Marketing Agency Ltd. collects, uses, and protects data when using the ClubGX Automation Router and related integrations.
1. Overview
The ClubGX Automation Router is an internal automation system used to integrate business platforms including:
- QuickBooks Online
- Zoho CRM
- Zoho Desk
- WordPress
- Gravity Forms
The system automates workflows and synchronizes limited business data between connected systems.
2. Information We Access
When authorized by the user, the application may access business information from integrated platforms.
This may include:
Customer Information
- business names
- customer names
- contact information
- account identifiers
CRM Data
- account records
- contacts
- CRM identifiers
Accounting Data
- QuickBooks customer identifiers
- customer display names
- customer reference IDs
System Metadata
- synchronization timestamps
- internal mapping identifiers
- automation workflow metadata
The system does not access payment details, banking credentials, or sensitive financial transaction data unless explicitly configured to do so.
3. How Data Is Used
Data is used solely for operational automation purposes including:
- syncing customer accounts
- linking CRM and accounting records
- routing service tickets
- improving workflow automation
- enabling internal reporting
The system may store limited cached records locally to improve performance and reliability.
4. Local Data Storage
Some data retrieved from external systems may be stored temporarily within the WordPress database to support automation workflows.
This cached data may include:
- CRM account records
- CRM contact records
- QuickBooks customer records
- system mapping identifiers
These caches are used only for integration purposes and are not publicly accessible.
5. Data Sharing
We do not sell or share customer data with third parties.
Data is only transmitted between systems that have been explicitly connected by authorized administrators.
These systems may include:
- QuickBooks Online
- Zoho CRM
- Zoho Desk
- other connected automation platforms
6. Security
We take reasonable measures to protect data including:
- OAuth authentication for API integrations
- encrypted HTTPS communication
- restricted administrative access
- controlled database storage
Users are responsible for securing their hosting environment and access credentials.
7. Data Retention
Data stored in the automation system is retained only as long as necessary to support operational workflows.
Administrators may remove cached records or disconnect integrations at any time.
8. Disconnecting Integrations
Users may disconnect QuickBooks or other integrations at any time.
Upon disconnection:
- API access is revoked
- synchronization stops
- cached data may remain until manually removed
9. User Rights
Users may request:
- removal of cached data
- revocation of API access
- clarification on stored integration data
Requests can be submitted to:
10. Changes to This Policy
This Privacy Policy may be updated periodically to reflect system changes or regulatory requirements.
11. Contact
For privacy questions or requests:
Genex Marketing Agency Ltd.
Email: [email protected]
