hapily | Trust Center
hapily Trust Center
hapily is committed to ensuring the confidentiality, integrity, and availability of your data. Here is how we protect information and comply with standards and regulations.
See section

Compliance

SOC 2 Type 2

Service Organization Controls (Soc2) (Type II) Trust Services Principles

GDPR

Protect the personal data and privacy of EU citizens for transactions that occur within EU member states

CCPA

California Consumer Privacy Act

Resources

hapily Terms of Service

hapily Privacy Policy

Data Protection Agreement

hapily W9

SOC 2 Type II Report

As of 12/31/2024

SOC 3 Report

As of 12/31/2024

3rd Party Penetration Test Results

Letter of attestation from a certified 3rd party application security vendor

Anti-slavery Policy

Frequently Asked Questions

How do you protect my data?

In addition to the process controls described in the Monitoring section below, we enforce the following technical controls:

  • All incoming and outgoing data is encrypted in transit using SSL/TLS 1.2.
  • All data is encrypted at rest using AES-256-GCM.
  • Authentication tokens are encrypted at rest using AES-256-GCM.
  • We leverage AWS KMS for secure encryption key storage and management.

What data do you store?

The data we store depends on the hapily product(s) you use. We're happy to discuss specific application data usage with your team.

All products
  • Encrypted HubSpot OAuth tokens, restricted to the scopes you authorize access to.
  • Following installation of any hapily app, hapily retrieves the names and email addresses of your HubSpot users in order to enable and enforce licensing limitations.
  • Application configuration information.
event•hapily
  • Encrypted Zoom OAuth credentials, for companies using the hapily Zoom integration.
quote•hapily
  • Temporary storage of quote data for quotes created with quote•hapily.
saas•hapily
  • Stripe API keys
  • Stripe Customer data: ID, name, email, phone, shipping address (30 days).
  • Stripe Transaction data: transaction amounts, related customer IDs (30 days).
  • Daily transaction volume
Associ8
  • Cached association search results that include the search term and the record IDs that matched.
  • No PII is stored (unless it's your search term).

Subprocessors

hapily relies on these subprocessors to conduct business.

Amazon Web Services

All compute and storage services reside in the us-east-2 AWS region.

Stripe

We use Stripe to maintain PCI-compliant payment processing and subscription management.

HubSpot

We use HubSpot as our CRM for sales, service, and operations.

Google

We use Google for email, documents, and collaboration.

Slack

We use Slack for collaboration and communication with internal teams and partners.

Monitoring

Continuously monitored by Secureframe

Monitoring

Change Management

Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.

Availability

High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.
Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.
Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.
Uptime and Availability Monitoring
System tools monitors for uptime and availability based on predetermined criteria.

Organizational Management

Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Personnel Acknowledge Security Policies
Internal personnel review and accept applicable information security policies at least annually.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.

Confidentiality

Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.

Risk Assessment

Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.

Network Security

Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information

Communications

Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.