GDPR right to information: Export of all personal data when requested by a contact
Dear product team,
This request is about a feature that allows the download of all data stored about a contact easily – without the help of a developer.
According to article 15 of the GDPR, when requested by a contact, a HubSpot customer "shall provide a copy of the personal data undergoing processing" (see here for reference: https://gdpr-info.eu/art-15-gdpr/).
As of now, it's not possible to export this information easily, as HubSpot stores personal data in a variety of places:
Contact property values (can be exported, this is the easiest part)
Values and history of all associated objects (see above)
Activities and engagements like sales emails, notes, meetings etc (cannot be exported without third-party software or custom developed solution based on API)
Interaction with other tools that are not considered engagements (interactions with marketing emails, marketing forms, surveys etc)
In other words, the preparation of this export is time-consuming and requires a developer. This should be a native feature in HubSpot.
Ideally, this is not just a feature in the HubSpot app but something that can be offered as a customer-facing tool, too, as requested here:
You're right, that's the update I was referring to! 🙂
Re your question, Activities and engagements are already available in this update, we are still collecting customer feedback, and plan to expand the export in the future.
I’m Bhargava, the Senior Product Manager for HubSpot’s GDPR tool.
Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating different solutions to solve this problem.
My team and I would love the opportunity to speak with you to understand your needs better and also brainstorm the solutions we are thinking about. If you are open to a chat, please email me at bgade@hubspot.com or DM me here.
Any news about this feature request will be relayed on this thread, so stay tuned!
Indeed a shocker this is not already provided to the customers. For small to medium companies that obviously need to comply to GDPR it can be a real challenge and a lot of money to spend to get all that data condensed in a readable format for the client who asks for it !
Please consider it as soon as possible on your product roadmap as it will be one more argument to push adoption to European countries.
That's indeed a very pressing issue if you want to keep up with GDPR standards without the hustle of having your development department ready to do their magic everytime you have a request to provide information stored in your CRM.
I’m Bhargava, the Senior Product Manager for HubSpot’s GDPR tool.
Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating different solutions to solve this problem.
My team and I would love the opportunity to speak with you to understand your needs better and also brainstorm the solutions we are thinking about. If you are open to a chat, please email me at bgade@hubspot.com or DM me here.
Any news about this feature request will be relayed on this thread, so stay tuned!
You can now export specific data about a contact including:
Contact properties
Contact property history
Contact activities and associations
Keep in mind, this export displays information about a contact and includes personal data. Because of its sensitive nature, it should only be shared with your contact for its intended purpose.
Why does it matter?
It can take hours, sometimes days, to export data about a contact when it's needed. This feature saves time and makes exporting contact data a breeze.
How does it work?
Go to the contact's page, click on the ellipsis (...) on the contact card, then click on "Contact data export." After selecting the data for export, you'll get an email to download the file(s). You can also go to Settings > Data Management > Import & Export to download.
Are there any plans to include the additional data points from the original requests?
Activities and engagements like sales emails, notes, meetings etc
Interaction with other tools that are not considered engagements (interactions with marketing emails, marketing forms, surveys etc)
These would also fall under personal data stored in a CRM and would have to be shared with a contact when requested.
You're right, that's the update I was referring to! 🙂
Re your question, Activities and engagements are already available in this update, we are still collecting customer feedback, and plan to expand the export in the future.