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Skip to main content Platform Platform How it works Why Put It Forward Pricing Components Data integration Process automation Process mining tools Data analytics Predictive analytics Foresight embedded analytics How AI Works In Put It Forward Ecosystem Connectors Agents Integrations EU AI Act Aug 2 Compliance Guide Solutions Use case Integration Automation COE Quote To Cash Automation Predictive Revenue Analytics Marketing Operations Intelligence Workflow Orchestration IT operations Identity Resolution Conversion Prediction Role Marketing Sales Operations Information Technology Finance Customer Success Solutions Revenue Intelligence Intelligent Operations Intelligent Finance Automation Agentic AI Orchestration | Governed AI Agents for Enterprise | Put It Forward IT Transformation Customer Data Platform - CDP AI Control Plane Solution for Enterprise AI Governance | Put It Forward Resources See in action Videos Solution webinars ROI Calculators Forward Perspectives Resource Library Case studies Blog Whitepapers and Playbooks Infosheets Partners Become a partner Integration Connectors OEM partners Technology partners Adobe Marketo Microsoft See more -> Get a Demo Buyer Guide Privacy Policy Put It Forward® Privacy Policy Effective date: August 22, 2026 Last updated: August 22, 2026 1. Who we are Put It Forward Inc. (“Put It Forward,” “we,” “us,” or “our”) is the controller of personal information covered by this Privacy Policy. Put It Forward, Inc., a Delaware corporation Principal place of business: 3300 N IH 35, 7th Floor, Austin, Texas 78705, USA Privacy inquiries: This email address is being protected from spambots. You need JavaScript enabled to view it. Security inquiries: This email address is being protected from spambots. You need JavaScript enabled to view it. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit www.putitforward.com, submit a form through our website, or interact with us as a prospect, customer, partner, supplier, or other business contact. This Privacy Policy does not apply to third-party websites, services, or applications that may link to or from our website. Their privacy practices are governed by their own privacy notices. 2. Personal information we collect We collect personal information that you provide through a website form, information we maintain in connection with a business relationship in our customer relationship management system (“CRM”), and limited technical information that is automatically processed when you visit our website. Information submitted through our website When you submit a contact form, request a meeting, request information, register for an event, subscribe to communications, or otherwise contact us through our website, we collect the information you choose to provide. Depending on the form, this may include: Name Business email address Company name Job title Business telephone number Country or region Your message, request, or other information you choose to provide Please do not submit sensitive personal information through our website forms unless we specifically ask for it and provide an appropriate method to do so. Information maintained in our CRM If you are a prospect, customer, partner, supplier, or other business contact, we may maintain relevant professional and relationship information in our CRM. This may include: Name, business email address, business telephone number, job title, company, and business address Communications and correspondence with Put It Forward Meeting requests, meeting notes, sales activity, and relationship history Information about your organization’s interest in, use of, or relationship with Put It Forward Contract, account, and business-administration records Marketing and communication preferences Limited technical information When you visit our website, our hosting and security providers may automatically process limited technical information necessary to deliver, maintain, and protect the website. This may include: IP address Browser type and device or operating-system information Referring page or website Pages or files requested Date and time of requests Server, security, and error logs We use limited technical information to operate, secure, troubleshoot, maintain, and prevent misuse of our website and, where permitted by applicable law and with consent where required, to understand website use and improve our website. IP addresses and online identifiers may be considered personal data under applicable privacy laws. 3. Cookies and similar technologies Put It Forward uses Google Analytics to understand how visitors use our website and to improve the website’s performance, content, and user experience. Google Analytics may use cookies and similar technologies to collect information about your use of our website, including pages visited, approximate location derived from IP address, browser and device information, referring website, and interactions with our website. We do not use Google Analytics for behavioral advertising, retargeting, cross-context behavioral advertising, social-media advertising, or advertising personalization. Where required by applicable law, we obtain your consent before enabling Google Analytics or placing analytics cookies on your device. You may withdraw or change your consent at any time through [Cookie Settings]. You may also manage cookies through your browser settings; however, browser settings may not control all website-specific preference records. For more information about how Google processes personal information, please review Google’s Privacy Policy. In addition to analytics technologies, we may use strictly necessary technical mechanisms required to deliver the website, maintain website security, prevent abuse, or process a form submission. These mechanisms are not used to profile visitors, track individuals across websites for advertising purposes, or conduct behavioral advertising. 4. How we use personal information We use personal information to: Respond to your inquiry, meeting request, or request for information Communicate with you about Put It Forward, our offerings, and your business relationship with us Manage prospective, customer, partner, supplier, and other business relationships Maintain accurate CRM records and manage communication preferences Provide requested materials, demonstrations, events, support, and business communications Send marketing communications where permitted by applicable law Operate, secure, troubleshoot, maintain, and improve our website Analyze website usage and improve website performance, content, and user experience, where permitted by applicable law and subject to your cookie choices Where required by applicable law, we obtain your consent before enabling Google Analytics or placing analytics cookies on your device. You may accept or reject analytics cookies when you first visit our website. Prevent fraud, misuse, unauthorized access, and security incidents Comply with legal obligations, resolve disputes, enforce our agreements, and protect the rights, property, and safety of Put It Forward and others We do not use personal information for behavioral advertising, cross-context behavioral advertising, or automated decision-making that produces legal or similarly significant effects on individuals. 5. Legal bases for processing Where the GDPR, UK GDPR, or similar law applies, we process personal information only where we have a valid legal basis, including: Legitimate interests: To respond to business inquiries, manage B2B relationships, maintain accurate CRM records, secure our website, and communicate about our services, provided our interests are not overridden by your rights and freedoms Contract or pre-contractual steps: Where processing is necessary to enter into, perform, or administer an agreement with you or your organization, or to take steps at your request before entering into an agreement Consent: Where we specifically request and rely on your consent, including for Google Analytics or other cookies where required by applicable law Legal obligation: Where processing is necessary to comply with applicable law, regulation, legal process, or a lawful authority request Where we rely on consent, you may withdraw it at any time. Withdrawal will not affect the lawfulness of processing before withdrawal. 6. How we disclose personal information We do not sell personal information. We may disclose personal information only as necessary to the following categories of recipients: Service providers: Providers that help us host and secure our website, operate our CRM, process website forms, manage email communications, provide IT support, or perform other services for us Professional advisers: Lawyers, accountants, auditors, insurers, consultants, and similar advisers where necessary for legitimate business purposes Corporate transaction participants: Parties involved in a financing, investment, merger, acquisition, reorganization, or sale of all or part of our business Authorities and other third parties: Where required by law, legal process, or a valid government request, or where reasonably necessary to protect the rights, safety, security, or property of Put It Forward, our customers, users, or others Other parties: With your consent or at your direction We require service providers to process personal information only as necessary to provide services to us and subject to appropriate confidentiality, privacy, and security obligations. 7. International transfers Put It Forward and its service providers may process personal information in Canada, the United States, and other countries in which we or our service providers operate. These countries may have privacy laws that differ from those in your country. Where personal information subject to the GDPR, UK GDPR, Swiss law, or similar requirements is transferred internationally, we use an appropriate legally recognized transfer mechanism. Depending on the relevant transfer, this may include: An adequacy decision issued by the applicable data-protection authority The European Commission’s Standard Contractual Clauses The UK International Data Transfer Agreement or the UK Addendum to the European Commission’s Standard Contractual Clauses Another valid transfer mechanism recognized under applicable law The European Commission’s modernized Standard Contractual Clauses, issued in 2021, are a recognized mechanism for many GDPR-related transfers outside the EEA, where applicable. Put It Forward does not rely on the former U.S.-E.U. Safe Harbor Framework. The Court of Justice of the European Union invalidated that framework in 2015. To request information about the safeguards used for a particular transfer, contact This email address is being protected from spambots. You need JavaScript enabled to view it.. 8. Retention We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to respond to inquiries, manage business relationships, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. Our retention periods are based on the nature of the information, the purpose for which it is used, the status of our business relationship, and applicable legal, contractual, tax, accounting, and recordkeeping requirements. Subject to applicable law and documented business needs: We retain website inquiry information in our CRM for up to 24 months after our last meaningful interaction, unless a longer period is necessary for an active business relationship, legal obligation, dispute, or legitimate recordkeeping purpose. We retain customer, contractual, and business-administration records for the duration of the applicable relationship and for seven years afterward, or longer where required by law. We retain marketing opt-out information only as long as necessary to honor your opt-out request. We retain website security and server logs for 30 days, unless a longer period is necessary to investigate a security incident, enforce our rights, or comply with a legal obligation. 9. Your rights and choices Depending on your location and applicable law, you may have the right to: Request access to personal information we hold about you Request correction of inaccurate or incomplete personal information Request deletion of personal information Request restriction of processing Object to certain processing, including direct marketing Receive a portable copy of certain personal information Withdraw consent where processing is based on consent Lodge a complaint with your local data-protection authority To exercise a privacy right, contact This email address is being protected from spambots. You need JavaScript enabled to view it. with the subject line “Privacy Rights Request.” We may need to verify your identity and authority before responding. We will respond to verified requests within the timeframe required by applicable law. You may opt out of marketing emails at any time by selecting the unsubscribe link in the message or contacting This email address is being protected from spambots. You need JavaScript enabled to view it.. We will process unsubscribe requests promptly and retain limited suppression information as necessary to honor your request. Where required by applicable law, we will not discriminate against you for exercising your privacy rights. If you are in the EEA, UK, or Switzerland, you may also have the right to complain to your local data-protection authority. 10. Security We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, and disclosure. No method of electronic transmission or storage is completely secure. Accordingly, we cannot guarantee absolute security. If you believe information you have submitted to us may have been compromised, please contact This email address is being protected from spambots. You need JavaScript enabled to view it.. 11. Children’s privacy Our website and services are intended for business users and are not directed to children. We do not knowingly collect personal information from children under 16. If you believe a child has provided personal information to us, contact This email address is being protected from spambots. You need JavaScript enabled to view it., and we will take appropriate steps to delete it. 12. Changes to this Privacy Policy We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top of this page. If we make a material change, we will provide additional notice where required by applicable law. 13. Contact us For questions about this Privacy Policy or our privacy practices, contact: This email address is being protected from spambots. You need JavaScript enabled to view it. Put It Forward, Inc., a Delaware corporation Principal place of business: 3300 N IH 35, 7th Floor, Austin, Texas 78705, USA Change your cookie preferences here Intelligent Automation Resources More Resources Patterns for Success Patterns for Success IDC Analyst Guidance Report