Customer Data Processing Agreement
Last Modified: June 24, 2026
Data Processing Addendum
This Data Processing Addendum (“DPA”) supplements the Customer Terms and Conditions (and any related Order Form(s)) (collectively, the “Agreement”) between Unify AI Business Corporation (“Unify,” “us,” “we”) and the customer entity that is a party to the Agreement (“Customer” or “you”). We may update this Addendum from time to time, and we will provide reasonable notice of any such updates. Any terms not defined in this Addendum shall have the meaning set forth in the Agreement.
- Definitions
- “Authorized Subprocessor” means a third-party entity engaged by Unify to process Customer Personal Data in order to provide the Services and that has been approved by Customer in accordance with Section 4.
- “Data Privacy Framework” means, as applicable, EU-U.S. Data Privacy Framework, the UK Extension to the EU-U.S. Data Privacy Framework, and/or the Swiss-U.S. Data Privacy Framework.
- “Data Subject” means a natural person whose Personal Data is protected by Privacy Laws. For the avoidance of doubt, “Data Subject” includes the term “Consumer” under Privacy Laws.
- “Data Subject Request” means a request from a Data Subject to exercise their rights over Customer Personal Data afforded pursuant to Privacy Laws.
- “EU SCCs” means standard contractual clauses approved by the European Commission in Commission Decision 2021/914 dated 4 June 2021, for transfers of Personal Data to countries not otherwise recognized as offering an adequate level of protection for Personal Data by the European Commission (as amended and updated from time to time), as modified by Section 7 of this DPA.
- “ex-EEA Transfer” means the transfer of Personal Data subject to the GDPR from the European Economic Area (the “EEA”), to a country where the transfer is not governed by an adequacy decision made by the European Commission in accordance with the relevant provisions of the GDPR.
- “ex-UK Transfer” means the transfer of Personal Data subject to Chapter V of the UK GDPR from outside the United Kingdom (the “UK”) where such transfer is not governed by an adequacy decision made by the Secretary of State in accordance with the relevant provisions of the UK GDPR and the Data Protection Act 2018.
- “Customer Personal Data” means Personal Data captured in Customer Data. For the avoidance of doubt, Customer Personal Data does not include any Personal Data as to which Unify acts as an independent controller, including without limitation, Service Data, Unify Account Data, and Unify Usage Data.
- “Personal Data” shall have the meaning set forth in the Agreement.
- “Personal Data Breach” means a breach of security leading to any accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Customer Personal Data in Unify’s possession or control.
- “Privacy Laws” means any applicable laws and regulations in any relevant jurisdiction relating to the processing of Personal Data including, each to the extent applicable (i) the General Data Protection Regulation (Regulation (EU) 2016/679) (“EU GDPR”) and the EU GDPR as it forms part of the law of England and Wales by virtue of section 3 of the European Union (Withdrawal) Act 2018 (the “UK GDPR”) (together, collectively, the “GDPR”), (ii) the Swiss Federal Act on Data Protection, (iii) the UK Data Protection Act 2018, (iv) the Privacy and Electronic Communications (EC Directive) Regulations 2003, and (v) U.S. state comprehensive privacy laws, such as the California Consumer Privacy Act, as amended by the California Privacy Rights Act of 2020 (the “CCPA”). The terms “affiliates,” “business purpose,” “Controller,” “Processor,” “process” or “processing,” “sell,” “share,” or “supervisory authority,” shall have the meanings set forth for those or equivalent terms under Privacy Laws. For the avoidance of doubt, the terms “Controller” and “Processor” include “Business” and “Service Provider,” respectively, as defined in the CCPA.
- “Standard Contractual Clauses” means, as applicable, the EU SCCs and the UK SCCs.
- “UK Addendum” means the template International Data Transfer Addendum issued by the Information Commissioner and laid before Parliament in accordance with s119A of the Data Protection Act 2018 on 2 February 2022 (as may be amended from time to time), as completed by Exhibit D.
- “UK SCCs” means the EU SCCs, as amended by the UK Addendum.
- “Unify Account Data” means Personal Data that relates to Unify’s relationship with Customer, including the names or contact information of individuals authorized by Customer to access Customer’s account and billing information of individuals that Customer has associated with its account.
- “Unify Usage Data” means Service usage data collected and processed by Unify in connection with the provision of the Services, including without limitation data used to identify the source and destination of a communication, activity logs, and similar data.
- Role of the Parties; Description of Processing.
- Unify as a Processor.
- The parties acknowledge and agree that with respect to Customer Personal Data, Customer is the Controller and Unify is a Processor, or to the extent Customer is a Processor to a third-party Controller, Unify is a subprocessor. Customer shall, in its use of the Services, at all times process all Personal Data, and provide instructions for the processing of Customer Personal Data, in compliance with Privacy Laws. Customer shall ensure that the processing of Customer Personal Data in accordance with Customer’s instructions will not cause Unify to be in breach of the Privacy Laws. Customer is solely responsible for the accuracy, quality, and legality of (i) the Customer Personal Data, (ii) the means by which Customer acquired any such Customer Personal Data, and (iii) the instructions it provides to Unify regarding the processing of such Customer Personal Data. Customer shall not provide or make available to Unify any Customer Personal Data in violation of the Agreement or otherwise inappropriate for the nature of the Services, and shall indemnify Unify from all claims and losses in connection therewith. Unify shall immediately notify Customer if an instruction, in Unify’s opinion, infringes Privacy Laws or instruction of a supervisory authority.
- Unify shall process Customer Personal Data only (i) for purposes set forth in the Agreement, (ii) in a manner consistent with the documented instructions provided by Customer, which shall include the Agreement and this DPA, and (iii) as required by Privacy Laws or a supervisory authority; in such case, Unify shall inform Customer of any legal requirement before processing to the extent legally permitted. The subject matter, nature, purpose, and duration of this processing, as well as the types of Customer Personal Data collected and categories of Data Subjects involved, are described in Exhibit A to this DPA.
- Unify shall not: (i) sell or share Customer Personal Data; (ii) retain, use, or disclose Customer Personal Data outside of Unify’s direct business relationship with Customer or for any purpose other than for a business purpose as authorized under the CCPA, except as otherwise permitted in Agreement; and (iii) combine Customer Personal Data received from, or on behalf of, Customer with Personal Data that it receives from, or on behalf of, another party or person, except as necessary to provide the Services or as otherwise instructed by Customer.
- Upon the termination or expiration of the Agreement, at Customer’s choice, Unify shall return or delete Customer Personal Data, unless further storage of such Customer Personal Data is required or authorized by applicable law. If return or destruction is impracticable or prohibited by law, rule or regulation, Unify shall take measures to block such Customer Personal Data from any further processing (except to the extent necessary for its continued hosting or processing required by law, rule or regulation) and shall continue to appropriately protect the Customer Personal Data remaining in its possession, custody, or control. If Customer and Unify have entered into Standard Contractual Clauses as described in Section 7 (Transfers of Personal Data), the parties agree that the certification of deletion of Customer Personal Data that is described in Clause 8.1(d) and Clause 8.5 of the EU SCCs (as applicable) shall be provided by Unify to Customer only upon Customer’s request.
- Unify as an Independent Controller.
- The parties acknowledge and agree that with respect to Unify Account Data and Unify Usage Data, Unify is an independent controller, not a joint controller with Customer. Unify will process Unify Account Data and Unify Usage Data as a controller (i) to manage the relationship with Customer; (ii) to carry out Unify’s core business operations, such as accounting, audits, tax preparation and filing and compliance purposes; (iii) to monitor, investigate, prevent and detect fraud, security incidents and other misuse of the Services, and to prevent harm to Customer; (iv) for identity verification purposes; (v) to comply with legal or regulatory obligations applicable to the processing and retention of Personal Data to which Unify is subject; and (vi) as otherwise permitted under Privacy Laws and in accordance with this DPA and the Agreement. Unify may also process Unify Usage Data as a controller to provide, optimize, and maintain the Services, to the extent permitted by Privacy Laws. Any processing by the Unify as a controller shall be in accordance with the Unify’s privacy policy set forth at https://www.unifygtm.com/legal/privacy-policy.
- Each of Unify and Customer shall be an independent controller of Service Data to the extent in such party’s possession pursuant to the terms of the Agreement. When acting as an independent controller, each party shall be solely responsible for its compliance with its obligations as an independent controller under Privacy Laws.
- Unify as a Processor.
- Audit.
- Unify shall maintain records sufficient to demonstrate its compliance with its obligations under this DPA. Upon Customer’s written request at reasonable intervals, and subject to reasonable confidentiality controls, Unify shall, either (i) make available for Customer’s review copies of certifications or reports demonstrating Unify’s compliance with prevailing data security standards applicable to the processing of Customer Personal Data, or (ii) if the provision of reports or certifications pursuant to (i) is not reasonably sufficient under Privacy Laws, allow Customer’s independent third party representative to conduct an audit or inspection of Unify’s data security infrastructure and procedures that is sufficient to demonstrate Unify’s compliance with its obligations under Privacy Laws, provided that (a) Customer provides reasonable prior written notice of any such request for an audit and such inspection shall not be unreasonably disruptive to Unify’s business; (b) such audit shall only be performed during business hours and occur no more than once per calendar year; and (c) such audit shall be restricted to data relevant to Customer. Customer shall be responsible for the costs of any such audits or inspections, including without limitation a reimbursement to Unify for any time expended for on-site audits. If Customer and Unify have entered into Standard Contractual Clauses as described in Section 7 (Transfers of Customer Personal Data), the parties agree that the audits described in Clause 8.9 of the EU SCCs shall be carried out in accordance with this Section 3.1.
- Authorized Subprocessors.
- Customer acknowledges and agrees that Unify may (1) engage its affiliates as well as the Authorized Subprocessors listed in Exhibit B to this DPA to access and process Customer Personal Data in connection with the Services and (2) from time to time engage additional third parties for the purpose of providing the Services, including without limitation the processing of Customer Personal Data pursuant to Section 4.2. By way of this DPA, Customer provides general written authorization to Unify to engage subprocessors as necessary to perform the Services.
- A list of Unify’s current Authorized Subprocessors can be found at: https://trust.unifygtm.com/subprocessors (the “List”) Such List may be updated by Unify from time to time. Unify may provide a mechanism to subscribe to notifications of new Authorized Subprocessors and Customer agrees to subscribe to such notifications where available. At least ten (10) days before enabling any third party other than existing Authorized Subprocessors to access or participate in the processing of Customer Personal Data, Unify will add such third party to the List and notify Customer via email. Customer may object to such an engagement by informing Unify within ten (10) days of receipt of the aforementioned notice to Customer, provided such objection is in writing and based on reasonable grounds relating to data protection. If Customer does not object during this period, that third party will be deemed an Authorized Subprocessor. Customer acknowledges that certain subprocessors are essential to providing the Services and that objecting to the use of a subprocessor may prevent Unify from offering the Services to Customer.
- If Customer reasonably objects to an engagement in accordance with Section 4.2, and Unify cannot provide a commercially reasonable alternative within a reasonable period of time, Customer may discontinue the use of the affected Service by providing written notice to Unify. Discontinuation shall not relieve Customer of any fees owed to Unify under the Agreement.
- Unify will enter into a written agreement with the Authorized Subprocessor imposing on the Authorized Subprocessor data protection obligations comparable to those imposed on Unify under this DPA with respect to the protection of Customer Personal Data. In case an Authorized Subprocessor fails to fulfill its data protection obligations under such written agreement with Unify, Unify will remain liable to Customer for the performance of the Authorized Subprocessor’s- obligations under such agreement.
- If Customer and Unify have entered into Standard Contractual Clauses as described in Section 7 (Transfers of Customer Personal Data), (i) the above authorizations will constitute Customer’s prior written consent to the subcontracting by Unify of the processing of Customer Personal Data if such consent is required under the Standard Contractual Clauses, and (ii) the parties agree that the copies of the agreements with Authorized Subprocessors that must be provided by Unify to Customer pursuant to Clause 9(c) of the EU SCCs may have commercial information, or information unrelated to the Standard Contractual Clauses or their equivalent, removed by Unify beforehand, and that such copies will be provided by Unify only upon request by Customer.
- Confidentiality; Security of Customer Personal Data.
- Unify shall ensure that any person it authorizes to process Customer Personal Data has agreed to protect Customer Personal Data in accordance with Unify’s confidentiality obligations in the Agreement. Customer agrees that Unify may disclose Customer Personal Data to its advisers, auditors or other third parties as reasonably required to comply with its obligations under Data Protection Laws and this DPA, subject to confidentiality obligations in accordance with this DPA.
- Taking into account the state of the art, the costs of implementation and the nature, scope, context and purposes of processing as well as the risk of varying likelihood and severity for the rights and freedoms of natural persons, Unify shall maintain appropriate technical and organizational measures to ensure a level of security appropriate to the risk of processing Customer Personal Data, as described in Exhibit C.
- Personal Data Breach.
- In the event of a Personal Data Breach, Unify shall, without undue delay, inform Customer of the Personal Data Breach and take such steps as Unify in its sole discretion deems necessary and reasonable to remediate such Personal Data Breach, to the extent that remediation is within Unify’s reasonable control.
- In the event of a Personal Data Breach, Unify shall, taking into account the nature of the processing and the information available to Unify, provide Customer with reasonable cooperation and assistance necessary for Customer to comply with its obligations under Privacy Laws with respect to notifying (i) the relevant supervisory authority or regulatory agency and (ii) Data Subjects affected by such Personal Data Breach without undue delay.
- The obligations described in Sections 6.1 and 6.2 shall not apply in the event that a Personal Data Breach results from the actions or omissions of Customer. Unify’s obligation to report or respond to a Personal Data Breach under Sections 6.1 and 6.2 will not be construed as an acknowledgement by Unify of any fault or liability with respect to the Personal Data Breach.
- Transfers of Personal Data.
- The parties agree that Unify may transfer Personal Data processed under this DPA outside the EEA, the UK, or Switzerland as necessary to provide the Services. Customer acknowledges that Unify’s primary processing operations take place in the United States, and that the transfer of Personal Data to the United States is necessary for the provision of the Services to Customer. If Unify transfers Personal Data protected under this DPA to a jurisdiction for which the European Commission has not issued an adequacy decision, Unify will ensure that appropriate safeguards have been implemented for the transfer of Personal Data in accordance with Privacy Laws.
- Ex-EEA Transfers. The Parties agree that ex-EEA Transfers shall either be made pursuant to (i) the Data Privacy Framework to the extent the recipient of the ex-EEA Transfer is certified accordingly, or (ii) the EU SCCs, which are deemed entered into (and incorporated into this herein by reference) and completed as follows:
- Module One (Controller to Controller) of the EU SCCs apply when Unify is processing Personal Data as a controller pursuant to Section 2.2 of this DPA.
- Module Two (Controller to Processor) of the EU SCCs apply when Customer is a controller and Unify is processing Customer Personal Data for Customer as a processor pursuant to Section 2.1 of this DPA.
- Module Three (Processor to Sub-Processor) of the EU SCCs apply when Customer is a processor and Unify is processing Customer Personal Data on behalf of Customer as a sub-processor.
- For each module, where applicable the following applies:
- The optional docking clause in Clause 7 does not apply.
- In Clause 9, Option 2 (general written authorization) applies, and the minimum time period for prior notice of subprocessor changes shall be as set forth in Section 4.1 of this DPA.
- In Clause 11, the optional language does not apply.
- All square brackets in Clause 13 are hereby removed.
- In Clause 17 (Option 1), the EU SCCs will be governed by the laws of the Republic of Ireland.
- In Clause 18(b), disputes will be resolved before the courts of the Republic of Ireland.
- Exhibit B to this DPA contains the information required in Annex I of the EU SCCs.
- Exhibit C to this DPA contains the information required in Annex II of the EU SCCs,
- By entering into this DPA, the Parties are deemed to have signed the EU SCCs incorporated herein, including their Annexes.
- Ex-UK Transfers. The Parties agree that ex-UK Transfers shall either be made pursuant to (i) the Data Privacy Framework to the extent that recipient of the ex-UK Transfer is certified accordingly, or (ii) the UK SCCs, which are deemed entered into and incorporated herein by reference. The UK Addendum (including the EU SCCs incorporated into it) is (1) governed by the laws of England and Wales and (2) any dispute arising from it is resolved by the courts of England and Wales.
- Transfers from Switzerland. The Parties agree that transfers from Switzerland shall either be made pursuant to (i) the Data Privacy Framework to the extent that recipient of the transfer from Switzerland is certified accordingly, or (ii) the EU SCCs with the following modifications:
- The terms “General Data Protection Regulation” or “Regulation (EU) 2016/679” as utilized in the EU SCCs shall be interpreted to include the Federal Act on Data Protection of 19 June 1992 (the “FADP,” and as revised as of 25 September 2020, the “Revised FADP”) with respect to data transfers subject to the FADP.
- Clause 13 of the EU SCCs is modified to provide that the Federal Data Protection and Information Commissioner (“FDPIC”) of Switzerland shall have authority over data transfers governed by the FADP and the appropriate EU supervisory authority shall have authority over data transfers governed by the GDPR. Subject to the foregoing, all other requirements of Clause 13 shall be observed.
- The term “EU Member State” as utilized in the EU SCCs shall not be interpreted in such a way as to exclude Data Subjects in Switzerland from exercising their rights in their place of habitual residence in accordance with Clause 18(c) of the EU SCCs.
- Supplementary Measures. In respect of any transfer of Personal data made pursuant to the Standard Contractual Clauses, the following supplementary measures shall apply:
- As of the date of this DPA, Unify has not received any formal legal requests from any government intelligence or security service/agencies in the country to which the Personal Data is being exported, for access to (or for copies of) such Personal Data (“Government Agency Requests”).
- If Unify receives a Government Agency Request relating to Customer Personal Data, Unify shall attempt to redirect the government agency to Customer. As part of this effort, Unify may provide Customer’s basic contact information to the government agency. If Unify is compelled to disclose Customer Personal Data, to the extent legally permitted, Unify shall notify Customer of the demand and reasonably cooperate to allow Customer to seek a protective order or other appropriate remedy. Unify shall not voluntarily disclose Customer Personal Data to any law enforcement or government agency. The Parties shall determine whether all or any transfers of Customer Personal Data pursuant to this DPA should be suspended in light of such a Government Agency Request.
- The Parties will confer as appropriate to consider whether: (i) the protection afforded by the laws of the country of Unify to data subjects whose Personal Data is being transferred is sufficient to provide broadly equivalent protection to that afforded in the EEA or the UK, as applicable; (ii) additional measures are reasonably necessary for the transfer to comply with Privacy Laws; and (iii) it is still appropriate for Personal Data to be transferred to the relevant Unify, taking into account all relevant information available, including guidance by supervisory authorities, to the Parties.
- If either (i) any of the means of legitimizing a transfer cease to be valid or (ii) any supervisory authority requires transfers of Personal Data pursuant to those means to be suspended, the Parties agree to amend the means of legitimizing transfers in accordance with Privacy Laws. To the extent necessary to ensure the enforceability of the Standard Contractual Clauses, the Parties shall execute the Standard Contractual Clauses as a separate agreement.
- Data Protection Assessments. Taking into account the nature of Unify’s processing and the information available to Unify, Unify shall reasonably cooperate with Customer to conduct any data protection or privacy impact assessments as required by Privacy Laws, including by providing Customer with information and documents necessary for such assessments that Customer cannot otherwise obtain without Unify’s assistance. Notwithstanding the foregoing, Customer and Unify each remain responsible only for the measures respectively allocated to them under Privacy Laws pertaining to any such assessment.
- Data Subject Request.
- Unify shall, to the extent permitted by Privacy Laws, notify Customer upon receipt of Data Subject Request. If Unify receives a Data Subject Request directly, Unify will advise the Data Subject to submit their request to Customer and Customer will be responsible for responding to such request, including, where necessary, by using the functionality of the Services. Customer is solely responsible for ensuring that Data Subject Requests are communicated to Unify, and, if applicable, for ensuring that a record of consent to processing is maintained with respect to each Data Subject.
- Unify shall, at the request of Customer, and taking into account the nature of the processing applicable to any Data Subject Request, apply appropriate technical and organizational measures to assist Customer in complying with Customer’s obligation to respond to such Data Subject Request and/or in demonstrating such compliance, where possible, provided that (i) Customer is itself unable to respond without Unify’s assistance and (ii) Unify is able to do so in accordance with all applicable laws, rules, and regulations. Customer shall be responsible to the extent legally permitted for any costs and expenses arising from any such assistance by Unify.
- Miscellaneous. In the event of any conflict or inconsistency among the following documents, the order of precedence will be: (1) the applicable terms in the Standard Contractual Clauses; (2) the terms of this DPA; (3) the Agreement, and (4) Unify’s privacy policy. Any claims brought in connection with this DPA will be subject to the Agreement, including, but not limited to, the exclusions and limitations set forth in the Agreement.
Exhibit A
Details of Processing
Nature and Purpose of Processing: Unify will process Customer Personal Data as necessary to provide the Services under the Agreement, for the purposes specified in the Agreement and this DPA, and in accordance with Customer’s instructions as set forth in this DPA. The nature of processing may include, without limitation:
Receiving data, including collection, accessing, retrieval, recording, and data entry
Holding data, including storage, syncing, organization and structuring
Using data, including analysis, consultation, testing,
Updating data, including correcting, adaptation, alteration, alignment and combination
Protecting data, including restricting, encrypting, and security testing
Sharing data, including disclosure, dissemination, allowing access or otherwise making available
Returning data to the data exporter or data subject
Erasing data, including destruction and deletion
Duration of Processing: Unify will process Customer Personal Data as long as required (i) to provide the Services to Customer under the Agreement; (ii) for Unify’s legitimate business needs; or (iii) by applicable law or regulation. Unify Account Data and Unify Usage Data will be processed and stored as set forth in Unify’s privacy policy.
Categories of Data Subjects: Customer website visitors/customer leads; Customer sales representatives; recipients of Customer Messages initiated or transmitted through use of the Services or customer relationship management account.
Categories of Personal Data: Unify processes Personal Data contained in Unify Account Data, Unify Usage Data, and any Personal Data provided by Customer (including any Personal Data Customer collects from its end users and processes through its use of the Services) or collected by Unify in order to provide the Services or as otherwise set forth in the Agreement or this DPA. Categories of Personal Data include Authorized Credentials, name, location, email address, occupation, title, and any other category of Personal Data that made available in connection with Messages initiated or transmitted through use of the Services or customer relationship management account.
Sensitive Data or Special Categories of Data: Content of Messages, to the extent deemed “sensitive” or “special categories” under Privacy Laws.
Exhibit B
The following includes the information required by Annex I and Annex III of the EU SCCs, and Table 1, Annex 1A, and Annex 1B of the UK Addendum.
- The Parties
Data exporter(s): The Customer
Contact details: As designated by Customer in Customer’s account
Signature and date: By entering into the Agreement, Customer is deemed to have signed these Standard Contractual Clauses incorporated herein, as of the Effective Date of the Agreement.
Role (controller/processor): Customer’s role is set forth in Section 2 of this Addendum.
Data importer(s): Unify AI Business Corporation
Address: ... 360 Pine Street, Suite 500 San Francisco, CA 94101
Contact person’s name, position and contact details: ... legal@unifygtm.com
Signature and date: By entering into the Agreement, Unify is deemed to have signed these Standard Contractual Clauses incorporated herein, as of the Effective Date of the Agreement.
Role (controller/processor): Unify’s role is set forth in Section 2 of this Addendum.
- Description of the Transfer
- Competent Supervisory Authority
The supervisory authority shall be the supervisory authority of the Data Exporter, as determined in accordance with Clause 13 of the EU SCCs. The supervisory authority for the purposes of the UK Addendum shall be the UK Information Commissioner’s Officer.
- List of Authorized Subprocessors
Can be found at:https://unifygtm.notion.site/Unify-Authorized-Sub-Processors-6d2ef955adbc4cd4820f5d821e5457c9?pvs=4
Exhibit C
Description of the Technical and Organisational Security Measures implemented by the Data Importer
The following includes the information required by Annex II of the EU SCCs and Appendix II of the UK Addendum.
Exhibit D
UK Addendum
International Data Transfer Addendum to the EU Commission Standard Contractual Clauses
Part 1: Tables
Table 1: Parties
Table 2: Selected SCCs, Modules and Selected Clauses
Table 3: Appendix Information
Table 4: Ending this UK Addendum when the Approved UK Addendum Changes
Part 2: Mandatory Clauses
The Mandatory Clauses of the UK Addendum are incorporated herein by reference.