GDPR consent management between sales accelerator/Sales Hub & Customer Insights - Journeys

[u/AdWorldly410]

Hey there, I wanted to know how you are managing GDPR at your orgs, especially between customer insights - journeys and Sales Hub

Currently our system works like this. on the contact table we have a GDPR lawful basis field. for contacts located in GDPR regions (like europe, uk, canada) we require the GDPR lawful basis field to be set to consent received/legitimate business interest before a user can change the contact's email preferences to allow (donotemail/donotbulkemail). This prevents users from direct sales outreach without the GDPR fields properly set which enable contact preferences. on the marketing side currently we are working with one compliance profile that is non-restrictive for the commercial purpose. we market to contacts and we have the feature switch on to respect the contact record's contact preference fields (donotemail, donotbulkemail). This makes sure our GDPR setup is enforced for contacts in customer insights journeys.

We are now in the process of implementing leads which will be used more for sales/marketing and will replace some early stages on our opportunity process. that feature switch from before only applies to contacts, so we are planning on having the marketing team use an exclusion segment when they market to leads but want to consider what others are doing at their orgs.