
GDPR Sensitivity sits with the other company-wide switches
This is one switch inside a much larger obligation. Enabling it does not make your organisation compliant, and no software setting can. It supports your process; it doesn’t replace it.
Where your obligations actually sit
Whatever the setting does, these remain yours to handle:Lawful basis
You need a lawful basis for collecting each field. “It was useful” isn’t one — and every extra field on your capture form is another thing to justify.
Transparency
People must know who is collecting their data and why, at the point they give it.
Recording consent
Recording a conversation is separate from capturing contact details, and in many places needs its own explicit consent. Tell people before you start recording.
Erasure requests
You must be able to find and delete an individual’s data on request — including their meetings and transcripts.
Handling an erasure request
1
Find every record for that person
Search Leads by name and by email. The same person captured at two events with two different addresses is two records.
2
Delete the leads
Deleting a lead removes its meetings and transcripts along with it.
3
Delete from your CRM too
Records already synced live in your CRM independently. Deleting in Tap does not remove them from HubSpot, Salesforce, or anywhere else.
4
Check your other destinations
If you route leads through Zapier, the data has also reached whatever that Zap feeds — spreadsheets, Slack, email tools. Those are part of your footprint too.
Practical steps that reduce your exposure
Collect fewer fields
Collect fewer fields
The single most effective privacy measure available to you. Data you never collected needs no lawful basis, no storage, and no deletion.
Say what you're doing, out loud
Say what you're doing, out loud
“I’ll pop you into our system and someone will follow up next week” takes three seconds and covers transparency far better than fine print nobody reads.
Ask before recording, every time
Ask before recording, every time
Not once at the start of the day. Each conversation.
Keep your destination list current
Keep your destination list current
Know every place captured data ends up. You can’t honour an erasure request against a system you forgot exists.
This page describes product behavior, not legal advice. Talk to your own advisors about what your organisation needs to do.
