Data handling
What Cust imports, how to control its scope, and how to request access or deletion.
Controller and processor
For customer personal data processed through the service, you are the data controller and Cust acts as your processor under the Data Processing Agreement. Cust's security overview states that customer data is not used to train models for other customers or third parties.
Control what is imported
The scope depends on each connection's permissions and configuration. Cust can contain customers, prospects, former customers, and other company records. Connecting a CRM does not by itself restrict every source to won deals or current paying customers.
- CRM: review the selected objects, fields, record filters, and connected user's access. CRM guide.
- Email: review the connected mailboxes, team domains, internal-email setting, ignored domains, and exceptions. Inbox's customer-focus filter changes what you see, not what is ingested. Email and calendar guide.
- Slack: enable the channels you want synced and map them to the correct companies. Slack guide.
- Support, calls, and product data: review each provider's supported resources and filters. Matching an imported interaction to a company is separate from limiting what the provider account can access.
Review connection permissions
In Settings → Integrations, open the provider's details and review Connection, Access granted, and Data synced. The connection review guide explains each panel and its states.
Access granted shows provider-reported scopes where available. For opaque API keys, review the permissions of the credential at the provider. BigQuery access is governed by the connected service account's IAM roles. If no scope list is available, follow the explanation in the panel and inspect the provider's app or credential permissions.
Use Data synced to check the configured resources and their individual last-sync times. Provider permission defines what the connection can access; Cust's resource selection, queries, and filters define what it imports. Review both when narrowing scope.
Ignored email domains
In Settings → General, review these controls together:
- Your domains identifies your team's primary and additional domains. Addresses from these domains are not matched to customer contacts.
- Don't sync emails between teammates excludes internal-only mail when enabled.
- Under Advanced email filtering, Ignored domains accepts domains or specific addresses, and Always sync lists address exceptions to the skip rules.
Cust checks the sender and To, Cc, and Bcc recipients. It skips a message only when every participant falls under a skip rule. An external participant outside those rules, or an Always sync address, keeps the message eligible for syncing. Adding a domain therefore does not exclude every message involving that domain.
See Settings for the configuration steps.
Historical imports
History varies by source:
| Source | Normal initial scope |
|---|---|
| 180 days, approximately six months. | |
| Calendar | Fetching can cover five years back and two years ahead. Meeting processing and recurring-event handling narrow the future events used for actions. |
| CRM | Accessible records that match the sync configuration. |
| Slack | Up to 30 days for a newly enabled channel. |
| Pylon | The last seven days of issues on the initial sync. |
| Gong and Grain | Available meeting details, summaries, or transcripts, subject to provider access and usable content. |
A provider may retain less history, restrict API access, or delay processing. Check the relevant integration guide for details rather than assuming a single lookback applies to all sources.
Disconnecting and deleting
Stopping a sync or disconnecting a provider generally preserves data already imported. It does not constitute a deletion request. Some configuration actions, such as removing managed CRM fields, explicitly delete their stored values and show a confirmation preview.
Contact support@cust.co for data access or deletion requests. The DPA describes the applicable processing and end-of-service arrangements.