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Privacy Policy

Privacy Policy

Effective Date: November 12, 2026
Contact: support@opta.io

Opta (“we,” “us,” or “our”) is a U.S.-based business unit of Tiburon Media Group, LLC that provides lead routing and campaign operations tools for business customers. This Privacy Policy explains how we collect, use, and protect personal information through our public website (opta.io), the Opta platform, our marketing activities, and account-level interactions.

If your personal information has been submitted to Opta by one of our customers as part of their lead data, please refer to that organization’s privacy policy. We process lead data on behalf of our customers and do not control how they collect, use, or share it. See Section 5 for details.


1. Information We Collect

We collect personal information in connection with our website, our platform, and direct communications with you.

Website Data:

  • Contact Information — name, email address, phone number, company name (e.g., when you fill out a form or request a demo)
  • Website Usage Data — IP address, browser type, device information, pages visited, referring URLs
  • Cookie and Tracking Data — data collected by analytics and advertising tools (see Section 3)

Platform Data:

  • Account Information — login credentials, billing contacts, user roles, company name
  • Platform Usage Data — feature usage, session activity, page views, interaction data, and technical logs used to operate and improve the platform (see Section 3)

Marketing and Communication Data:

  • Email preferences, event registrations, responses to campaigns

We do not knowingly collect sensitive personal information or data related to children under 13.


2. How We Use Your Information

We use personal information to:

  • Respond to inquiries and support requests
  • Provide, maintain, and improve our website and platform
  • Send service updates, product announcements, or marketing communications (with opt-out)
  • Analyze site traffic, platform usage, and campaign performance
  • Respond to prospective customers who contact us or submit information through our website
  • Comply with legal obligations and protect our rights

You may opt out of marketing communications at any time by clicking “unsubscribe” or contacting support@opta.io.


3. Cookies, Analytics, and Advertising

We use cookies and similar technologies on our website and within our platform.

Website Tracking:

  • Opta website analytics: We measure page visits, navigation, time on site, device and browser information, referring pages, campaign and advertising identifiers, and interactions such as demo bookings and resource requests to understand website and campaign performance.
  • Google Analytics: We use Google Analytics to measure website traffic and interactions. It uses cookies and similar identifiers. See how Google uses information from sites that use its services.
  • Meta Pixel and Conversions API: We use Meta Pixel and server-side conversion reporting to measure advertising performance and support retargeting. We may send Meta information about your browser, device, IP address, pages visited, website interactions, advertising identifiers, and demo bookings. Conversion reporting may include your email address in hashed form; hashing does not make this information anonymous. See Meta’s Privacy Policy.
  • HubSpot: We use HubSpot for website forms, demo scheduling, CRM, follow-up, and website activity measurement. Information you submit and associated website activity may be linked to your contact record.
  • ClickCease: We use ClickCease to detect invalid advertising clicks and fraudulent or automated traffic.

Platform Tracking:

  • Product Analytics: We collect usage data such as feature adoption, navigation paths, and error events to improve platform performance and user experience.

Your Choices: Use the privacy control below to opt out of sale or sharing for advertising. You can also manage cookies in your browser settings or contact support@opta.io. Essential functions, including responding to your requests and preventing fraud, continue to operate.


4. Sharing and Disclosure

We do not sell your personal information for monetary consideration.

We share personal information with third parties for cross-context behavioral advertising, which qualifies as “sharing” under the California Consumer Privacy Act. Specifically, we transmit website visitor data to advertising platforms such as Meta for retargeting and campaign measurement purposes.

We may also share limited data with:

  • Service Providers — web hosting, analytics, CRM, scheduling, fraud prevention, and product analytics tools that process data on our behalf
  • Advertising Platforms — to support retargeting and campaign performance measurement
  • Legal Authorities — when required by law or to protect our rights
  • Business Successors — in the event of a merger, acquisition, or sale of assets

All third parties are subject to contractual confidentiality and data protection obligations.


5. Customer Lead Data (Platform Use)

When customers use the Opta platform to manage or route lead data, we act as a data processor on their behalf. This data is stored temporarily, transmitted securely, and may be logged to ensure reliable delivery. We do not access, analyze, or use customer lead data for any purpose other than providing the service.

Lead data is governed by the customer’s privacy policy and our Terms of Service and Data Processing Agreement.

This section does not apply to the platform usage data described in Sections 1 and 3, which we collect as a data controller to operate and improve our platform.


6. Personal Information Categories (CCPA Disclosure)

The following table summarizes the categories of personal information we have collected in the preceding 12 months, the sources, purposes, and third parties with whom we share each category.

Category Sources Purpose Shared With Retention
Identifiers (name, email, phone, IP address) You, website visits, and connected forms Provide services, marketing, sales outreach, analytics Service providers, advertising platforms Duration of business relationship + 3 years, or 24 months for prospects
Commercial information (account details, billing) You, payment processors Billing, account management Service providers, payment processors Duration of business relationship + 3 years
Internet/electronic activity (browsing, clicks, feature usage) Website cookies, website and platform analytics, technical logs Improve website and platform, analytics, advertising Service providers, advertising platforms 24 months
Professional information (job title, company, role) You and your organization Sales outreach, marketing Service providers, advertising platforms 24 months
Inferences (interest in products, engagement level) Derived from website and platform activity Marketing, sales prioritization Service providers 24 months

7. Your Privacy Rights

Depending on your jurisdiction, you may have rights regarding your personal information.

California Residents (CCPA/CPRA):

You have the right to:

  • Know what personal information we collect, use, and share
  • Request deletion of your personal information
  • Opt out of the sharing of your personal information for cross-context behavioral advertising
  • Non-discrimination for exercising your rights
  • Correct inaccurate personal information
  • Limit use of sensitive personal information (we do not collect sensitive PI)

Do Not Sell or Share My Personal Information

Use the button below to opt out of advertising sharing on this browser. No account or identity verification is required.

Your choice is remembered on this browser. We also honor Global Privacy Control (GPC), a browser signal that automatically opts you out. Opting out disables optional website analytics and advertising tracking, including matching future Meta conversion reporting. Demo bookings, form submissions, and necessary service delivery still work.

This choice does not delete existing records or recall information already sent. If you use another browser or clear your browser data, you may need to make the choice again. For other privacy requests, email support@opta.io.

Virginia, Colorado, Connecticut, Texas, Oregon, and Other U.S. State Laws:

Residents of states with comprehensive privacy laws may have similar rights to access, correct, delete, and opt out of targeted advertising and profiling. To exercise these rights, contact support@opta.io.

To exercise any privacy rights, contact support@opta.io. We may need to verify your identity for access, correction, or deletion requests. We do not require identity verification or an account to opt out of sale or sharing. We will respond within the timeframe required by applicable law.


8. Data Security and Retention

We apply security measures consistent with SOC 2 standards, including:

  • Encryption in transit and at rest
  • Access controls and monitoring
  • Incident response procedures

We retain personal data according to the retention periods listed in the table in Section 6. You may request deletion of your information at any time.


9. Updates to This Policy

We may update this Privacy Policy to reflect changes in law or business practices. If we make material changes, we will update the effective date and post a notice on our website.


Contact Us

support@opta.io
Opta
39 Main St.
Tiburon, CA 94920
United States

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