> ## Documentation Index
> Fetch the complete documentation index at: https://docs.poodleailabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Data Handling

> How data from a connected CRM is secured, logged, and deleted in Poodle AI.

Connecting a CRM (Salesforce, HubSpot, Zoho CRM, Outreach, or Gong) is optional and admin-controlled. This page describes how that data is protected once it's connected.

## Consent-gated access

An admin must explicitly grant consent before Poodle AI reads and analyzes call/activity data from a connected CRM. Consent can be revoked at any time, independent of disconnecting the integration itself.

## Credential security

OAuth access and refresh tokens for your CRM are encrypted before storage and only decrypted in memory when needed to call the provider's API. Tokens are refreshed automatically ahead of expiry.

## Access logging

Every interaction with a connected CRM — connecting, disconnecting, granting or revoking consent, fetching data, and deleting data — is written to an organization-scoped access log with a success/failure status, available to admins for review.

## Rate limiting

Calls to each CRM provider's API are rate-limited per organization, to avoid excessive load on your connected systems and stay within provider limits.

## Disconnecting and deleting CRM data

<Steps>
  <Step title="Disconnect the integration">
    Disconnecting immediately and permanently deletes the stored CRM credentials (access and refresh tokens) — they are not just deactivated.
  </Step>

  <Step title="Revoke related consent">
    Disconnecting also revokes any consent previously granted for that provider.
  </Step>

  <Step title="Delete synced activity data">
    Admins can separately delete individual synced CRM records, or bulk-delete all synced data for a connection or provider, independent of disconnecting.
  </Step>
</Steps>

<Note>
  Deleting a CRM activity record clears the recording reference and analysis summary tied to it — not the record in your actual CRM or call-recording system, which is managed by that provider.
</Note>

<Card title="See sub-processors" icon="list-check" href="/trust-center/sub-processors">
  Which third parties process data on Poodle AI's behalf.
</Card>