How to get customer consent or track legal basis to process your lead's or customer's personal data

Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. 


  1. What is personal data?
    • Any information which are related to an identified or identifiable natural person
  2. Where can personal data be collected?
    • Funnels & Websites
  3. Pre-requisites
    • Privacy policy should be displayed during obtaining the personal data
    • Get your customer's consent to process their personal data or make sure you have a legal basis for doing so.
  4. How to get consent from your customers
    • Forms & Forms embedded on websites or funnels
    • Surveys & Surveys embedded on websites or funnels
    • Webchat
    • Calendars & calendars embedded in funnels or websites
    • Order forms embedded in funnels or websites
  5. How can you track your "legal basis" for processing customer's personal data if they have not expressly consented to the processing
    • Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation