When you created your Sharework account, you've been prompted to connect your company CRM, and you wonder how Sharework uses your data. This question is perfectly legitimate, so we tried to answer below a few questions you may have.
Why does Sharework need an access to my CRM?
Companies who work with an ecosystem of partners usually need to exchange information about their customer base with their partners. However, they would not be willing to share ALL their CRM data with these business partners, as most of it is considered confidential. As a solution, Sharework allows both partners to plug their CRM to Sharework, and acts as a trusted third-party technology to allow them to instantly identify overlaps in their customer bases: common customers, common opportunities, partners vs customers, etc. Learn more about Sharework's Account mappings.
How does Sharework connect to my CRM?
The connection to CRMs (Salesforce, Hubspot, Pipedrive and Zoho) is subject to validation by the user via the OAuth 2 user authorization protocol.
The authorization includes: (1) Access to the user profile, (2) Access to the API (read and write) with same permissions than the user giving access, and (3) Authorization to use "offline" connection.
Which data do I grant access to my CRM?
Technically by connecting your CRM to Sharework, we will have the same right access than the CRM user who granted the access. However, we only use and store the data that is necessary for us to compute matches with your partner's CRM and deliver the service that you expect from us.
Will Sharework ever modify the content of my CRM?
No, Sharework only uses Read APIs and won't ever make any writing on your CRM.
Can I revoke the access to my CRM?
Of course! Your company remains sole owner of your CRM data and you can revoke access to your CRM data at any time by simply clicking on the "Disconnect" button, in which case we will no longer access to your CRM data. You can even go further and click "delete", in which case we will completely delete your data from our servers within 2 months.
Can Sharework share my data with third parties that I did not approved?
Is Sharework compliant with GDPR regulation?
Sharework do not import any personal information of your prospects and clients such as contacts' names, firstnames, and e-mails. As a consequence Sharework is fully compliant with European GDPR regulation.
Is my data safe with Sharework?
Which CRM does Sharework support?
We currently support Salesforce, Hubspot, Zoho and Pipedrive, but we can integrate more CRMs on demand, so if your CRM is not supported by Sharework yet, do not hesitate to request an integration by sending an e-mail to firstname.lastname@example.org