Read-only connections
Adrata connects to HubSpot or Salesforce with read-only access and never writes to your CRM.
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Security
Read-only by design.
Adrata reads your CRM, calls, email and calendar to find what your best reps do. It never writes to your CRM, and nothing reaches a rep until someone on your team approves it.
How Adrata handles your data
Single sign-on
Sign in through your identity provider. Admins set it up in Settings, under Security.
Approvals before anything ships
A play reaches reps only after the approver you choose signs off.
Audit log
See who connected, approved, sent or changed what, and when.
Retention requirements
Talk with us about the retention your team needs before connecting call or email data.
Data access and deletion
Ask us to confirm export coverage and workspace deletion options for your requirements.
Policies
Our security documents are being finalized with counsel.
- Security overviewPolicy: pending legal review
- Data processing addendumPolicy: pending legal review
- SubprocessorsPolicy: pending legal review
Bring your toughestsecurity questions.
We’ll walk through exactly what Adrata reads and how access works.