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GDPR and managing your client's data in Pipeliner
GDPR and managing your client's data in Pipeliner

How GDPR affects how you deal with the data that you keep in Pipeliner about your Accounts and Contacts (clients)

Updated over a week ago

This article will cover the following topics:

The European GDPR grants your clients a number of rights regarding how you handle their data in Pipeliner.

It is important to understand that this GDPR topic covers you and the data that you keep in Pipeliner about your own clients — it does not cover Pipeliner's obligations to you (as our client).

Our obligations to you are covered on our website where you can find full information.

What is GDPR?

The General Data Protection Regulation (“GDPR”) is a new European privacy regulation which will replace the current EU Data Protection Directive (“Directive 95/46/EC”). The GDPR aims to strengthen the security and protection of personal data in the EU and harmonize EU data protection law.

The General Data Protection Regulation (GDPR), which came into effect on May 25 2018, provides data subjects with an array of privacy rights, which provide individuals with greater transparency into and control over uses of their personal information.

To whom does the GDPR apply?

The GDPR applies to all organizations operating in the EU and processing “personally identifiable data” of EU residents. Personal data is any information relating to an identified or identifiable natural person.

Individual Rights

The GDPR grants your client(s) a number of rights regarding how you handle their personal data.

Data Access

Your client has the right to confirm with you whether you are processing their personal data. For more details about how Pipeliner CRM as your Data Processor handles these requests see our Pipeliner CRM Terms.

Right to Object

Your client can in certain cases object at any time to the processing of their personal data, in particular, if the processing is for direct marketing purposes.

Data Rectification

Your client can request for you to correct or complete their personal data if the data is inaccurate or incomplete. See this article on how to edit such data.

Restriction of Processing

Your client can request you to stop accessing and, or modifying their personal data.

Data Portability

In certain cases, your client has the right to ask you to provide their personal data in a structured, commonly used, and machine-readable format (for example, a .csv file) so they can transmit their own personal data to another company. You can read this article on How to export data from Pipeliner.

Right to Erasure

Also known as “The right to be forgotten” this right empowers your client to request that you delete or remove their personal data in situations such as the following:

  • When the data is no longer needed for the original purpose.

  • When the data subject withdraws consent.

  • When the data subject objects to the processing and the controller has no overriding legitimate interest in the processing.

To be able to delete entities such as contacts or accounts, follow this Article.

If you have any questions or feedback, please reach out to our Pipeliner privacy team by email at

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