Knowledge Base

Topics
Pipedrive as the data processor
Data transfers
Pipedrive as the data controller
What is Pipedrive doing for the GDPR?
Internal processes, security and data transfers
Readiness to comply with subject access requests
Documentation
Training

Pipedrive and GDPR

JT
Jenny Takahara, September 16, 2022

25 May 2018 marks the start of enforcement of the European Union's General Data Protection Regulation. This new legislation has significantly impacted anyone whose business involves handling personal data about EU residents or within the EU. Naturally, personal data is at the core of working in sales, so Pipedrive and our users have also been busy making sure that we are compliant.

This article provides an overview of the data-related roles and responsibilities when you've chosen Pipedrive as your CRM platform and will explain Pipedrive's efforts to live up to the values and requirements of the GDPR.


Pipedrive as the data processor

The people you store in Pipedrive as contacts are your data subjects, and you are considered the data controller for this personal data. In our Terms of Service and Privacy Policy, we refer to this data as client data.

Using the Pipedrive app to manage your customers means that you have engaged Pipedrive as a data processor to carry out certain processing activities on your behalf.

According to article 28 of the GDPR, the relationship between the controller and the processor needs to be made in writing (electronic form is acceptable under subsection (9) of the same article).

This is where our Data Processing Addendum, Terms of Service and Privacy Policy come in. These three documents serve as your data processing contract, setting out the instructions that you are giving to Pipedrive about processing the personal data you control and establishing the rights and responsibilities of both parties. Pipedrive will only process your client data based on your instructions as the data controller.

Lastly, it is crucial to check Section 18.1 of our Terms of Service to see which Pipedrive entity is your contractual partner.

All EU customers have a contractual relationship with our EU entity, based in Estonia.


Data transfers

One topic that often comes up with customers is data transfers outside the EEA.

The GDPR establishes strict requirements for moving data outside its protection scope. This is only natural – otherwise, it would be impossible for the law to fulfill its purpose.

Who is responsible for meeting these data transfer requirements? As our EU customers have a legal relationship with our EU entity, this data transfer remains within the EEA. However, if Pipedrive subsequently engages sub-processors outside the EEA, it is our job to ensure that we transfer the data lawfully.

We will keep an up-to-date list of sub-processors in our Terms of Service to be fully transparent about these transfers. This list will also explain what data is involved and how we have ensured that the data is adequately protected even after it leaves the EEA.

We do this by ensuring that our third-party service providers have either certified under the EU-US Privacy Shield framework or signed the EU Commission's standard contractual clauses for data transfers with us.


Pipedrive as the data controller

Additionally, Pipedrive acts as the data controller for the personal data we collect about you, the user of our web app, mobile apps and website.

First and foremost, we process data that is necessary for us to perform our contract with you (GDPR Article 6(1)(b)).

Secondly, we process data to meet our obligations under the law (GDPR Article 6(1)(c)) – this primarily involves financial data and information that we need to meet our accountability obligations under the GDPR.

Thirdly, we process your personal data for our legitimate interests in line with GDPR Article 6(1)(f).

What are these "legitimate interests" we talk about?

  • Improving the app to help you reach new levels of productivity
  • Making sure that your data and Pipedrive's systems are safe and secure
  • Responsible marketing of our product and its features

Hopefully, this helps you to navigate the EU's data protection requirements better. If you have any questions concerning the above, you're welcome to reach out to us at [email protected], and we'll do our best to explain things further.


What is Pipedrive doing for the GDPR?

As a company with roots in Europe, Pipedrive is very much up to speed with the implications that the EU General Data Protection Regulation has for businesses.

We appreciate the privacy needs of Pipedrive users as well as their customers and, as such, have implemented – and will continue to improve – technical and organizational measures in line with the GDPR to safeguard the personal data processed by Pipedrive.


Internal processes, security and data transfers

A large part of GDPR compliance is ensuring that procedures are in place and data processes are mapped and auditable. Therefore, we have added elements to our application development cycle to build features following the principles of Privacy by Design.

Any access to the client data that we process on your behalf is strictly limited. Our internal procedures and logs ensure that we meet the GDPR accountability requirements in this regard.

We have established a process for onboarding third-party service providers and adopting tools that ensure that these third parties meet the high expectations that Pipedrive and its customers have regarding privacy and security.


Readiness to comply with subject access requests

Data subjects' ownership of their personal data is at the heart of the GDPR. We are therefore ready to respond to data subject requests to delete, modify, or transfer their data.

This means our customer support specialists and the engineers that assist them are well-prepared to help you in any matters involving your personal data, in addition to providing the fantastic customer support experience you are accustomed to.


Documentation

Our Terms of Service and Privacy Policy are constantly revised to increase transparency and ensure the documents meet GDPR requirements. As these are the basis for our relationship with you, we must comprehensively and openly explain our commitments and your rights in these documents.

Additionally, we're constantly mapping all our data processing activities to be able to comply with the GDPR accountability requirements.


Training

All of the above is supported by extensive training efforts within the company, ensuring the GDPR-compliant processes we've put in place are followed. For example, data privacy and security sessions are an integral part of our onboarding process, and each department receives training tailored to their work involving personal data.

Pipedrive is firmly convinced that meeting GDPR requirements is much more than just checking off boxes in a list. For us, GDPR represents a lifestyle of respect for individuals' privacy and responsibility in handling personal data.

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