Data Processing Agreement

Last updated May 20, 2025.

This Propel3 Data Processing Agreement and its Annexes A, B, and C (“DPA”) is between Metrix Marketing, doing business as Propel3 (“Propel3”), and the party executing this agreement as Customer (“Customer”). This DPA reflects the parties’ agreement with respect to the Processing of Personal Data by Propel3 on behalf of Customer in connection with the Service under the contemporaneously-executed Terms of Service agreement between the parties (“Agreement”).

This DPA is part of the Agreement and is effective upon execution or another time as specified in the Agreement, an Order or an executed amendment to the Agreement. In case of any conflict or inconsistency with the terms of the Agreement, this DPA will take precedence over the terms of the Agreement to the extent of such conflict or inconsistency, and it will supersede any previous DPA.

1. Definitions

a. CCPA means California Civil Code Sec. 1798.100 et seq. as amended (also known as the California Consumer Privacy Act of 2018), including the California Privacy Rights Act amendments to the CCPA.

b. California Personal Information means Personal Data that is subject to the protection of the CCPA.

c. Business Purpose, Controller, Processor, Data Subject, Personal Data, Personal Data Breach, Process, and Processing shall have the meaning given to them in the Data Protection Laws;

d. Customer Personal Data means any information relating to an identified or identifiable individual where (i) such information is contained within Customer Data provided under the Agreement; and (ii) is protected as personal data, personal information or personally identifiable information under applicable Data Protection Laws.

e. Data Protection Laws means all applicable worldwide legislation relating to data protection and privacy which applies to the respective party in the role of Processing Personal Data in question under the Agreement, including without limitation, the European Data Protection Laws, the CCPA, and other US laws; in each case as amended, repealed, consolidated or replaced from time to time.

f. Europe means the European Union, the European Economic Area and/or their member states, Switzerland and the United Kingdom.

g. European Data means Personal Data that is subject to the protection of European Data Protection Laws.

h. European Data Protection Laws means data protection laws applicable in Europe, including: (i) Regulation 2016/679 of the European Parliament and of the Council on the protection of natural persons with regard to the Processing of personal data and on the free movement of such data, the GDPR; (ii) Directive 2002/58/EC concerning the Processing of personal data and the protection of privacy in the electronic communications sector; and (iii) applicable national implementations of (i) and (ii); or (iii) GDPR as it forms part of the United Kingdom domestic law by virtue of Section 3 of the European Union (Withdrawal) Act 2018 (“UK GDPR”); and (iv) Swiss Federal Data Protection Act on 19 June 1992 and its Ordinance (“Swiss DPA”); in each case, as may be amended, superseded or replaced.

i. GDPR means the General Data Protection Regulation ((EU) 2016/679), and the retained UK version of the same.

j. Standard Contractual Clauses means the standard contractual clauses annexed to the European Commission’s Decision (EU) 2021/914 of 4 June 2021 currently found at:
https://ec.europa.eu/info/law/law-topic/data-protection/international-dimension-data-protection/standard-contractual-clauses-scc/standard-contractual-clauses-international-transfers_en

k. UK Addendum means the International Data Transfer Addendum issued by the UK Information Commissioner under section 119A(1) of the Data Protection Act 2018 currently found at:
https://ico.org.uk/media/for-organisations/documents/4019539/international-data-transfer-addendum.pdf

2. Compliance

Both parties will comply with all applicable requirements of Data Protection Laws. This schedule is in addition to, and does not relieve, remove or replace, a party’s obligations or rights under Data Protection Laws.

3. Controller/Processor

The parties have determined that for the purposes of Data Protection Laws, Propel3 shall process the Customer Personal Data as processor on behalf of the Customer. Customer may be either a Controller or Processor.

4. Consents

Customer will ensure that it has all necessary appropriate consents and notices in place to enable lawful transfer of Customer Personal Data to Propel3, and the lawful collection of the same by the Customer using the Propel3 Services for the duration and purposes of the Agreement and DPA, and shall indemnify Propel3 against all loss and damage (including fines) arising from a failure to do so.

5. Nature, Scope, Purpose of Processing, and Data Subjects

Annex A sets out the scope, nature, and purpose of Customer Personal Data Processing by Propel3, the duration of the Processing and the types of Customer Personal Data and categories of Data Subjects.

6. Customer Instructions

Propel3 shall process Customer Personal Data only on the documented instructions of the Customer, unless Propel3 is required by any applicable laws to otherwise process that Customer Personal Data. The Agreement and DPA are deemed to be the instructions of Customer; the parties may agree to additional instructions. Propel3 shall inform the Customer if, in the opinion of Propel3, the instructions of the Customer breach Data Protection Laws.

7. Propel3 Obligations

Propel3 will:
a. Implement and maintain appropriate technical and organizational measures to protect Customer Personal Data from Personal Data Breaches, as described under Annex B to this DPA (“Security Measures”). Notwithstanding any provision to the contrary, Propel3 may modify or update the Security Measures at its discretion provided that such modification or update does not result in a material degradation in the protection offered by the Security Measures.
b. Ensure that any personnel engaged and authorised by Propel3 to process Customer Personal Data have committed themselves to confidentiality or are under an appropriate statutory or common law obligation of confidentiality;
c. Assist the Customer insofar as this is reasonably possible (taking into account the nature of the Processing and the information available to Propel3), and at the Customer’s cost and written request, in responding to any request from a Data Subject and in ensuring the Customer’s compliance with its obligations under Data Protection Laws with respect to security, breach notifications, impact assessments and consultations with supervisory authorities or regulators;
d. Notify the Customer without undue delay on becoming aware of a Personal Data Breach involving the Customer Personal Data;
e. At the written direction of the Customer, delete or return Customer Personal Data and copies thereof to the Customer on termination of the Agreement unless Propel3 is required by any applicable law to continue to process that Customer Personal Data. For the purposes of this paragraph, Customer Personal Data shall be considered deleted where it is put beyond further use by Propel3;
f. For European Data, assist Customer in ensuring compliance with Articles 32 to 36 of the GDPR; make available all information reasonably necessary to demonstrate compliance with this DPA available to Customer and allow for and reasonably contribute to audits, including inspections conducted by Customer to assess compliance with this DPA to the extent required by Data Protection Laws; and will make available all information reasonably necessary to demonstrate compliance with GDPR Article 28 requirements for Processors; and
g. Maintain records to demonstrate its compliance with this paragraph.

8. Service Provider

The parties agree that if the CCPA applies, Customer is a “business” and Propel3 is a “service provider” as defined under the CCPA. Propel3 will not retain, use, or disclose the California Personal Information it collects pursuant to the Agreement for any purposes other than for the Business Purposes specified in the Agreement, including retaining, using, or disclosing the personal information for a commercial purpose other than the business purposes specified in the Agreement, or as otherwise permitted by the CCPA; and (b) Propel3 will not retain, use, or disclose the California Personal Information it collects pursuant to this the Agreement outside of the direct business relationship between Propel3 and Customer, unless otherwise permitted by the CCPA. Propel3 will not “sell” or “share” California Personal Information as those terms are defined in the CCPA or combine the California Personal Information with personal information obtained from sources other than Customer, except to the extent permitted by the CCPA. From time to time, Customer may ask for, and Propel3 will provide, reasonable evidence of its compliance with this Section 8.

9. Sub-Processors

The Customer provides its prior, general authorization for Propel3 to appoint Processors to process the Customer Personal Data, provided that Propel3 shall ensure that the terms on which it appoints such processors comply with Data Protection Laws, and are consistent with the obligations imposed on Propel3 in this paragraph; and shall remain responsible for the acts and omission of any such Processor as if they were the acts and omissions of Propel3. Propel3 has currently appointed, as Sub-Processors, the third parties listed in Annex C to this DPA. Propel3 will notify Customer if it adds or replaces any Sub-Processors listed in Annex C at least 30 days prior to any such changes, if Customer opts-in to receive such emails by contacting Propel3. Propel3 will include substantially the same protections for Customer Personal Data as those in the DPA.


10. European Data: Transfer Mechanisms for Data Transfers / Standard Contractual Clauses

a. Propel3 will not transfer European Data to any country or recipient not recognized as providing an adequate level of protection for Personal Data (within the meaning of applicable European Data Protection Laws), unless it first takes all such measures as are necessary to ensure the transfer is in compliance with applicable European Data Protection Laws. Such measures may include (without limitation) transferring such Personal Data to a recipient that is covered by a suitable framework or other legally adequate transfer mechanism recognized by the relevant authorities or courts as providing an adequate level of protection for Personal Data, to a recipient that has achieved binding corporate rules authorization in accordance with European Data Protection Laws, or to a recipient that has executed appropriate standard contractual clauses in each case as adopted or approved in accordance with applicable European Data Protection Laws.
b. Customer acknowledges that in connection with the performance of the Service, Propel3 is a recipient of European Data in Canada and the United States. Subject to sub-sections (c), the parties agree that the Standard Contractual Clauses will be incorporated by reference and form part of the Agreement as follows:

  • EEA Transfers. In relation to European Data that is subject to the GDPR (i) Customer is the “data exporter” and Propel3 is the “data importer”; (ii) the Module Two terms apply to the extent the Customer is a Controller of European Data and the Module Three terms apply to the extent the Customer is a Processor of European Data; (iii) in Clause 7, the optional docking clause applies; (iv) in Clause 9, Option 2 applies and changes to Sub-Processors will be notified in accordance with the ‘Sub-Processors’ section of this DPA; (v) in Clause 11, the optional language is deleted; (vi) in Clauses 17 and 18, the parties agree that the governing law and forum for disputes for the Standard Contractual Clauses will be the Republic of Ireland (without reference to conflicts of law principles); (vii) the Annexes of the Standard Contractual Clauses will be deemed completed with the information set out in the Annexes of this DPA; and (viii) if and to the extent the Standard Contractual Clauses conflict with any provision of this DPA the Standard Contractual Clauses will prevail to the extent of such conflict.
  • UK Transfers. In relation to European Data that is subject to the UK GDPR, the Standard Contractual Clauses will apply in accordance with sub-section (1) and the following modifications (i) the Standard Contractual Clauses will be modified and interpreted in accordance with the UK Addendum, which will be incorporated by reference and form an integral part of the Agreement; (ii) Tables 1, 2 and 3 of the UK Addendum will be deemed completed with the information set out in the Annexes of this DPA and Table 4 will be deemed completed by selecting “neither party”; and (iii) any conflict between the terms of the Standard Contractual Clauses and the UK Addendum will be resolved in accordance with Section 10 and Section 11 of the UK Addendum.
  • Swiss Transfers. In relation to European Data that is subject to the Swiss DPA, the Standard Contractual Clauses will apply in accordance with sub-section (1) and the following modifications (i) references to “Regulation (EU) 2016/679” will be interpreted as references to the Swiss DPA; (ii) references to “EU”, “Union” and “Member State law” will be interpreted as references to Swiss law; and (iii) references to the “competent supervisory authority” and “competent courts” will be replaced with the “the Swiss Federal Data Protection and Information Commissioner ” and the “relevant courts in Switzerland”.

c. If Propel3 cannot comply with its obligations under the Standard Contractual Clauses or is breach of any warranties under the Standard Contractual Clauses or UK Addendum (as applicable) for any reason, and Customer intends to suspend the transfer of European Data to Propel3 or terminate the Standard Contractual Clauses, or UK Addendum, Customer agrees to provide Propel3 with reasonable notice to enable Propel3 to cure such non-compliance and reasonably cooperate with Propel3 to identify what additional safeguards, if any, may be implemented to remedy such non-compliance. If Propel3 has not or cannot cure the non-compliance, Customer may suspend or terminate the affected part of the Service in accordance with the Agreement without liability to either party (but without prejudice to any fees Customer have incurred prior to such suspension or termination).

11. Amendments

Notwithstanding anything else to the contrary in the Agreement, Propel3 reserves the right to make any updates and changes to this DPA, including to address changes in Data Protection Laws and to revise the security provisions in this DPA, so long as Propel3 does not materially reduce the overall security level provided to Customer Personal Data.

12. How to Contact Us

If you have questions about this document or any aspect of Propel3’s Data Processing Agreement, reach out to:
legal@propel3.com

We’re happy to provide additional documentation for customers with specific legal, procurement, or compliance requirements.

13. Changes to This Policy

We may update this Data Processing Agreement at any time. We encourage you to review it periodically. Changes take effect once posted.

Annex A: Details of Processing

A. List of Parties

Data exporter:

Name: You, as defined in Propel3’s Terms of Service

Address: Your address as specified by your Platform Account

Contact person’s name, position and contact details: Your contact details, as specified by your Platform Account

Activities relevant to the data transferred under these Clauses: Performance of the Agreement between the parties as a Controller

Role (controller/processor): Controller or Processor

Data importer:

Name: Metrix Marketing (dba Propel3)

Address: #25 – 6950 120 Street, Surrey, BC, V3W 3M7, Canada

Contact person’s name, position and contact details: TBD

Activities relevant to the data transferred under these Clauses: Performance of the Agreement between the parties.

Role (controller/processor): Processor

B. Description of Transfer

Categories of Data Subjects whose Personal Data is Transferred: Customers and potential customers of clients

Categories of Personal Data Transferred: The Personal Data input and collected as decided by the Customer, including name, age, date of birth, phone number, email address, social media profiles

Sensitive Data transferred and applied restrictions or safeguards: The parties do not anticipate the transfer of sensitive data

Frequency of the transfer: Variable during the Agreement term.

Subject Matter and Nature of the Processing: Propel3 will provide the Services to the Customer under the Agreement between the parties. The Customer will use the Services to collect and process Personal Data of their customers and potential customers for the purposes of managing and carrying out marketing activities, which may be targeted to their customers and potential customers. The Processing will involve collecting, storing, recording, contacting and managing Personal Data, in particular for the purpose of running marketing campaigns, providing marketing services, and managing marketing generally.

Purpose of the transfer and further Processing: Propel3 will Process Personal Data as necessary to provide the Service pursuant to the Agreement, as further specified in an order form, and as further instructed by Customer in Customer’s use of the Service.

Period for which Personal Data will be retained: The duration of the period in which the Customer accesses and uses the Propel3 platform under the Services Agreement.

C. Competent Supervisory Authority

For the purposes of the Standard Contractual Clauses, the supervisory authority that will act as competent supervisory authority will be determined in accordance with the Transfer Mechanisms for Data Transfers section of this DPA.

Annex B to the Standard Contractual Clauses

Description of the technical and organizational security measures implemented by the data importer in accordance with clause 4(d) and clause 5(c) (or documents/legislation attached):

Measure
Description
Measures of pseudonymization and encryption of personal data
All personal data at rest is encrypted with: AES 256 CBC All personal data in transit is encrypted with: TLS V1.2+.
Measures for ensuring ongoing confidentiality, integrity, availability and resilience of processing systems and services
Processor has endpoint protection on its APIs. Processor has uptime monitors to help ensure availability and to alert Processor if there is downtime. Processor has implemented access control measures such as user-based authentication and subaccount-base authentication. Processor uses managed services (AWS, GoogleCloud) to help ensure integrity.
Measures for ensuring the ability to restore the availability and access to personal data in a timely manner in the event of a physical or technical incident
Personal data backed up on AWS and GoogleCloud with 5 minute granularity to enable Processor to restore personal data in case of an incident.
Measures for user identification and authorisation
Processor uses encrypted signed tokens and role-based authorizations, as well as password protection.
Measures for the protection of data during transmission
SSL certificates and https are used during personal data transmission. Protected with TLS v1.2+.
Measures for the protection of data during storage
Personal data is encrypted at rest with AES-256 CBC encryption.
Measures for ensuring physical security of locations at which personal data are processed
Measures for ensuring physical security of locations at which personal data are processed
Measures for ensuring events logging
Measures for ensuring events logging
Measures for ensuring system configuration, including default configuration
Processor has configurations stored in version control. All containers are created from standardized images hosted by AWS and GoogleCloud. Updates and upgrades are performed automatically and managed by GoogleCloud. Patching of any vulnerabilities is managed by GoogleCloud, according to its standard policies.
Measures for internal IT and IT security governance and management
Processor uses a third-party vendor (iWerk) for internal IT and IT security.
Measures for certification/assurance of processes and products
The Compliancy Group has issued Processor a HIPAA Seal of Compliance Certificate.
Measures for ensuring data minimization
Minimum data requirement set by Processor. Users can decide not to enter personal data into optional fields.
Measures for ensuring data quality
Processor enables customers to update relevant personal data to the latest date, and Processor uses two-factor authentication. Application monitoring conducted by GoogleCloud and custom monitors.
Measures for ensuring limited data retention
Data retention can be configured with respect to specific individuals by the customer administrator.
Measures for ensuring accountability
Measures for ensuring accountability
Measures for allowing data portability and ensuring erasure
Customers can download their personal data from within the Service. Customers can request a copy, or deletion, of their personal data upon separation Processor uses support tickets to ensure the foregoing.

Describe the specific technical and organizational measures to be taken by Data Importer to be able to provide assistance to the Data Exporter:

Measure
Description
Self-Service
Personal data can be downloaded by customers from within the Service. Customer admins can set data retention for terminated personnel.
Customer and Product Support
FAQs, support tickets for specific queries not addressed by collateral on Processor customer/product support website

Annex C: Sub-Processors

This list represents Propel3’s list of sub-processors as of the date of this Data Processing Agreement and is subject to change at any time. For the most up-to-date version of Propel3’s sub-processors, please visit https://propel3.com/sub-processors.

Propel3 Third Party Sub-Processors

Name of Authorized Subcontractor
Address
Contact Information
Description of Processing
Country in Which Sub-processing Will Take Place
HighLevel USA
400 North Saint Paul St. Suite 920 Dallas, Texas 75201
kiran.raparti@gohighlevel.com
Data storage; support for performance of this Agreement
USA
HighLevel India
HighLevel India Private Limited, C/O 91 Springboard Business Hub Private Limited,B1/H3, Mohan Co-operative, Mathura Road, Industrial Area, Block B, Pul Pahladpur, New Delhi - 110044, India
kiran.raparti@gohighlevel.com
Data storage; support for performance of this Agreement
India
LeadConnector LLC
400 North Saint Paul St. Suite 920 Dallas, TX 75201
kiran.raparti@gohighlevel.com
Data storage; support for performance of this Agreement
USA
Google Cloud Services
1600 Amphitheatre Parkway Mountain View, CA 94043 United States
legal-notices@google.com
Data storage; support for performance of this Agreement
USA
Amazon Web Services, Inc.
410 Terry Avenue North Seattle, WA 98109-5210 United States
206.266.7010
Data storage; support for performance of this Agreement
USA
Twilio
101 Spear Street Fifth Floor San Francisco, CA 94105 United States
903.500.7655
Data storage; Support for performance of this agreement
USA
Mailgun
112 E Pecan Street #1135 San Antonio, TX, 78205 United States
888.571.8972
Data storage; Support for performance of this agreement
USA
Chargebacks911
18167 US Hwy 19 North #600 Clearwater, FL 33764 United States
legal@chargebacks911.com
Data storage; support for performance of this Agreement
USA
Pendo
301 Hillsborough Street Raleigh, NC 27603 United States
877.320.8484
Data storage; support for performance of this Agreement
USA
ChartMogul
ChartMogul GmbH & Co. KG c/o WeWork Kemperplatz 1 10785 Berlin, Germany
info@chartmogul.com
Data storage; support for performance of this Agreement
Germany, Ireland, UK, Italy, France, Spain, Sweden, Switzerland
Freshworks
2950 S. Delaware Street Suite 201 San Mateo, CA 94403 United States
legal@freshworks.com
Data storage; support for performance of this Agreement
Germany, Ireland, UK, Italy, France, Spain, Sweden, Switzerland, USA
Yext
61 Ninth Avenue New York, NY 10011 United States
info@yext.com
Data storage; support for performance of this Agreement
USA
privacy@zapier.com
548 Market Street #62411 San Francisco, CA 94104 United States
privacy@zapier.com
Data transfer; support for performance of this Agreement
USA
Stripe
Corporation Trust Center 1209 Orange Street Wilmington, DE 19801 United States
privacy@stripe.com
Data storage and transfer of payment information
USA
Zoom
55 Almaden Blvd. Suite 600 San Jose, CA 95113 United States
privacy@zoom.us
Support for performance of this agreement
USA
Authorize.net
900 Metro Center Boulevard Foster City, CA 94404 United States
privacy@visa.com
Payment processing
USA
FirstPromoter
Igil Webs SRL, Str. Talmacelului, nr. 30, Talmaciu, Sibiu, Romania
hello@firstpromoter.com
Data storage and transfer to run the affiliate program
USA
ClickUp
350 Tenth Ave Suite 500 San Diego, CA 92101 United States
data@clickup.com
Data storage for project management
USA
Loom
5214F Diamond Heights Blvd #3391 San Francisco, CA 94131 United States
privacy@loom.com
Data storage and transfer for customer support
USA
Open AI
3180 18th Street San Francisco, CA 94110 United States
privacy@openai.com
Data storage and transfer of payment information
USA
Meta
Meta Platforms, Inc. ATTN: Privacy Operations 1601 Willow Road Menlo Park, CA 94025 United States
datarrequests@fb.com
Data storage and transfer for communications
USA
Mozart Data
250 King Street #514 San Francisco, CA 94107 United States
security@mozartdata.com
Data storage; support for performance of this Agreement
USA
Accredible
800 West El Camino Real Suite 180 Mountain View, CA 94040 United States
628.214.2701
Data storage; support for performance of this Agreement
USA
OnRocket.com, LLC
126 Bayberry Circle Jupiter, FL 33458 United States
646.895.6320
Hosting services; support for performance of this Agreement
USA
Persona Identities, Inc.
981 Mission Street #95 San Francisco, CA 94103 United States
privacy@withpersona.com
Identify verification
USA

To view the most up-to-date sub-processor information, and to be notified of any changes, visit our Sub-processor page.

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