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Managing GDPR, PII & sensitive data

Explore how some features could be used for strategies around GDPR, Personally Identifiable Information (PII), or sensitive data. 

This article covers:

  • How to add fields for opt-ins or terms and conditions
  • How to anonymise contact data
  • How to add notes to database entries
  • How to turn off email tracking
  • About our data sub-processors 

 

How to add fields for opt-ins or terms and conditions

Give users extra information about your data collection strategies.

  1. You'll need Administrator access
  2. Click Settings → Marketing → Opt-in and terms:

    opt.jpg

  3. You'll see previously created opt-ins you can use, or you can create an opt-in
  4. You can now add the opt-in to your forms

How to anonymise contact data

Admins can permanently anonymise individual or multiple contacts' information. This anonymises:

  • Contact name
  • Contact title
  • Phone numbers
  • Email address
  • Notes
  • Custom fields for the contact

How to add notes to database entries

You can add internal notes to cards for activities, documents, contacts, companies, opportunities, sales, subscriptions.

 

How to turn off email tracking

Tracking email performance is activated by default. To deactivate, visit the email tracking response article and scroll to how email tracking works

 

About our data sub-processors

We have sub-processor agreements for the sub-processors below. For sub-processors located outside the EU, we require them to have EU Standard Contractual Clauses.

Sub-processor Data Location Data Processing Agreement
Amazon (AWS) Hosting the platform and all customer data Sweden Yes
Bidtheater (Ads) Cookie data (UID) for retargeting EU Yes
Postmastery B.V Email addresses of Upsales users that use Marketing and Marketing Automation EU (Google Cloud Platform) Yes
Sendgrid (email service) Email from/to, subject, mail body, open rates, click rates US with Standard Contractual Clauses Yes
SMS-teknik (2FA) Phone numbers of users with 2FA Sweden Yes
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Articles in this section

  • Managing GDPR, PII & sensitive data
  • How to anonymise contact data

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