Privacy Policy

Scope and who we are

Zeta Groups LLC, a Nebraska limited liability company ("Zeta Groups," "we," "us," or "our"), owns and operates the ZetaConnect software and related services. This Privacy Policy applies to personal information we handle through zetaconnect.net, our applications, appointment and contact forms, customer support, and other interactions that link to this policy.

ZetaConnect is the name of our software and is not a separate legal entity. This policy is written for our United States market. Our service is not directed to people outside the United States.

This policy does not govern a customer's own privacy practices or third-party sites and services. When a business customer uses ZetaConnect to handle information about its own contacts, that customer generally decides why and how the information is used. Section 4 explains that relationship.

Information we collect

The information we collect depends on how you interact with us and which features a customer configures. It may include:

• Identity and contact information: name, business name, job title, email address, telephone number, mailing address, and account identifiers.
• Appointment and inquiry information: scheduling selections, form responses, workflow details, and messages you send to us.
• Customer content and connected-system data: records, messages, files, contact data, workflow events, and other information a customer chooses to connect or upload.
• Communications: email, chat, SMS, call details, support requests, and—where permitted and disclosed—call recordings or transcripts.
• Transaction information: plan, subscription, invoice, and payment status. Payment-card details are generally collected directly by our payment processors rather than stored by us.
• Device and usage information: IP address, browser and device type, referring page, pages viewed, interactions, approximate location derived from IP, cookie identifiers, error logs, and security events.
• Integration information: account and authorization details needed to connect services selected by a customer.

We collect information directly from you, from our business customers and their authorized users, automatically from browsers and devices, and from integrations or service providers acting on your or a customer's instructions.

How we use information

We may use personal information to:

• provide, configure, maintain, and support ZetaConnect and requested integrations;
• schedule appointments and send confirmations, reminders, service messages, and support responses;
• authenticate users, prevent fraud and abuse, troubleshoot errors, and protect our customers and systems;
• process transactions and administer subscriptions and customer relationships;
• analyze usage, measure website and service performance, and improve reliability and features;
• send marketing communications where permitted by law and consistent with the choices provided;
• comply with law, enforce agreements, establish or defend legal claims, and protect rights and safety; and
• carry out another purpose disclosed when information is collected or with your direction or consent.

Data we process for customers

Our business customers may use ZetaConnect to manage their own leads, customers, employees, and other contacts. For that data, the business customer generally determines why and how the information is used, and Zeta Groups generally acts as its service provider or processor under our Terms of Service and applicable law.

We process that data to provide, secure, support, and improve the customer-configured service; follow authorized instructions; and comply with law. If your information was submitted to ZetaConnect by one of our customers, contact that customer first to exercise privacy rights. We will support the customer as required by applicable law.

How we disclose information

We may disclose personal information to:

• Service providers and subprocessors that support cloud hosting, CRM and communications, analytics, AI-enabled features, payment processing, security, customer support, and professional services;
• Customer-authorized integrations and recipients when a customer directs a workflow or connects another service;
• Professional advisers and authorities when reasonably necessary to comply with law, protect rights or safety, investigate misuse, or establish and defend claims;
• Transaction participants in connection with a financing, merger, acquisition, reorganization, or sale of assets, subject to appropriate safeguards; and
• Other recipients with your direction, authorization, or consent.

We do not sell personal information for money. We do not currently share personal information for cross-context behavioral advertising or use it for targeted advertising as those terms are defined under applicable U.S. state privacy laws. If our practices change, we will update this policy and provide legally required choices before using information in the new manner.

SMS and mobile information

When you opt in to non-marketing text messages, we may use your mobile number to send appointment confirmations, reminders, scheduling updates, account notices, or support messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. We may disclose mobile information to subcontractors that support service delivery, such as customer service providers. Text-message originator opt-in data and consent will not be shared with third parties, except aggregators and providers necessary to deliver the text-message service.

Marketing texts, if offered, require a separate, optional consent. Consent to marketing texts is not a condition of purchase or booking an appointment.

AI-enabled features

ZetaConnect may use AI providers to perform customer-configured tasks such as summarization, classification, drafting, routing, or conversational assistance. When an AI feature is enabled, we and our providers process the information needed to deliver that feature subject to provider and technical controls.

We do not use Customer Content, client contact data, or mobile opt-in information to train general-purpose AI models for unrelated purposes. Customers should configure AI features with appropriate human review and should not submit restricted data unless our current product documentation expressly permits it.

Cookies, analytics, and tracking

We and our providers use cookies, pixels, scripts, local storage, and similar technologies to keep the site functioning, maintain security, remember settings, understand site usage, and measure forms and appointments.

Our website uses Google Analytics and ZetaConnect platform tracking. These tools may collect device, browser, IP-address, page-view, referral, and interaction information. You can limit cookies through browser settings or privacy controls, though parts of the service may not function correctly. We do not respond to every legacy "Do Not Track" signal because there is no uniform industry standard.

U.S. state privacy rights

Depending on where you live and whether an applicable law covers our activities, you may have rights to request access to, correction of, deletion of, or a portable copy of certain personal information; to opt out of certain sales, sharing, targeted advertising, or profiling; to limit certain uses of sensitive information; and to appeal a denied request. You may also have the right not to receive discriminatory treatment for exercising a privacy right.

Submit a request by emailing privacy@zetagroups.com or writing to the address below. Describe the request and the product or customer involved. We may verify your identity and authority before acting. Authorized agents may submit requests where state law allows, but we may require proof of authorization and identity.

We currently do not sell personal information or share it for cross-context behavioral advertising. If you believe a request was denied incorrectly, reply to our decision and state that you want to appeal.

Retention and security

We retain personal information for as long as reasonably necessary to provide services, maintain account and transaction records, meet legal requirements, resolve disputes, and protect the service. Retention varies based on the type of information, customer settings or instructions, account status, and legal obligations. Deleted information may remain temporarily in protected backups.

We use administrative, technical, and physical safeguards designed to protect personal information. No transmission or storage system is completely secure, so we cannot guarantee absolute security. Please report suspected security issues to privacy@zetagroups.com.

Children, changes, and contact

Children

ZetaConnect is a business service and is not directed to children under 13. We do not knowingly collect personal information directly from children under 13. If you believe a child has provided information, contact us so we can review and delete it where appropriate.

United States service

Our website and services are intended for the United States. Information may be processed in the United States and in other locations where our service providers operate, subject to applicable safeguards.

Changes to this policy

We may update this policy to reflect changes in our practices, technology, or law. We will post the updated version here and revise the effective date. If a change materially affects how we use information already collected, we will provide any additional notice or choice required by law.

Contact us