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Custom field setup
Web form setup

How can I create a web form that is GDPR compliant?

Yssel Salas, May 29, 2024
Note: These actions are available to global admin users and regular users with the correct permissions enabled. To have web forms available in your account, you must have the LeadBooster add-on in your subscription.

The implementation of the GDPR law in 2018 had a significant impact on sales and marketing companies, namely for lead generation, prospection and e-commerce. You can learn more about GDPR compliance for your sales team in this blog entry.

In Pipedrive, we have the Web Forms feature, one of the most valuable tools to capture leads from your website. However, as controller of the information and depending on the data you are gathering, you should notify your customers when and how you are processing their information to ensure GDPR compliance.

Learn more about Web Forms

Custom field setup

The first step is to think about precisely what is required from your customers. For example:

  • I have read the Privacy Policy.
  • I accept the terms and conditions.
  • I want to subscribe to the newsletter.

Each authorization you need requires a custom field to obtain it, and we recommend creating person custom fields since it’s people you’re requesting permission from.

Note: The type of custom field you need depends on the options viewable on your checklist. A single option field must have two or more options to be used in a web form block (e.g., “Yes” and “No.”) To add a block with only one option (e.g., “Yes”), use a multiple-option field instead.

Privacy policy

For privacy policy, create a multiple-option field, name it accordingly and add options for yes and, if applicable, no.

Terms and conditions

For terms and conditions, create a multiple-option field, name it accordingly and add options for yes and, if applicable, no.


Since a newsletter subscription isn’t mandatory, you can use a single option field, name it accordingly and add options for yes and no.

Once you have your custom fields created, you can set up your web form.

Web form setup

Go to Leads > Web Forms > “Form editor,” then use the “+” above the submit button to add your blocks.

Privacy policy/Terms and conditions

Here are a few things to keep in mind when creating your web form blocks:

  • Use an input field block
  • Select the custom field you created from the drop-down under input field on the right
  • Highlight your text and use the “link” option to hyperlink any documentation
  • Use custom visibility if you only want only a single option available when filling out the form (e.g "Yes.")
  • Check the required box to ensure the question can’t be skipped


Note: Unlike the privacy notice and the terms of use, users don’t need to accept or subscribe to your newsletter.

The only big difference between your newsletter block and the others is you don’t need consent to send it, and therefore don’t need to limit the available submission options to one.

Once you finish adding your blocks to your web form, click on “Save” at the top right corner of your screen:

You can check our article about web forms to learn how to configure them.

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