How to Secure Your HubSpot for GDPR

Learn how to secure your HubSpot CRM for GDPR compliance. Discover best practices to protect customer data and streamline privacy efforts.

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Reviewed by Jeff Harms

Director, Advisory Services at OCD tech

Updated June, 19

Guide

How to Secure Your HubSpot for GDPR

 

How to Secure Your HubSpot for GDPR Compliance and Get the Badge/Seal

 

Securing your HubSpot account to meet GDPR compliance is crucial for protecting personal data of EU citizens and building trust with your customers. The GDPR badge or seal isn’t a simple logo you paste on your website—but a confirmation after an audit that your processes, systems, and platforms (including HubSpot) follow the law. Here’s how you can achieve full compliance and confidently show you’re secure:

  • Understand What GDPR Means for You: GDPR (General Data Protection Regulation) is a set of strict rules from the European Union. It governs how you must collect, use, store, and manage personal data (like emails, names, phone numbers, browsing behavior, etc.). If your business targets, stores, or tracks EU citizens’ data—even if based elsewhere—you fall under this regulation.
  • Secure Personal Data in HubSpot:
    • Enable GDPR features in HubSpot: Go to your account settings and turn on GDPR functionalities. This automates consent tracking on forms, double opt-in for emails, and cookie banners on your website.
    • Limit personal data collection: Only collect what’s necessary. Don’t add extra fields in your forms that your business doesn't truly need. Minimize “special categories” (sensitive or risky data—like health info).
    • Use encrypted connections: Ensure your website and all HubSpot-connected forms use HTTPS, which protects user info during transmission.
    • Control user access: In HubSpot settings, make sure only staff who really need access to contacts or customers can view/edit that data. Use strong, unique passwords and enable two-factor authentication for every user.
  • Prepare for Data Subject Rights:
    • Right to be forgotten: Be able to quickly delete a user’s data from HubSpot (contacts, email logs, web activity, etc.) if they ask.
    • Right to access and correct: Have a clear process for retrieving and providing a full export (copy) of a user’s data, and fixing it upon request.
  • Update Privacy Notices and Cookie Banners:
    • Customize your privacy policy: Let users know exactly how their data is collected, why, for how long, and who it’s shared with. Link this policy everywhere you collect info (forms, chat, etc.).
    • Enable HubSpot cookie consent banners: Configure these so users actually have a choice before non-essential cookies track them. Include easy-to-understand options for consent withdrawal.
  • Track, Document, and Manage Consent:
    • Record legal bases for all contacts: HubSpot lets you track whether contacts have consented, and what for (e.g., marketing, newsletters, offers). Never send marketing emails to people who haven’t opted in as required by GDPR.
    • Audit your marketing lists: Regularly clear out contacts who did not consent and review your processes every 6–12 months.
  • Work With Trusted Partners: Always work with GDPR-compliant vendors. HubSpot itself is GDPR-ready, but consider regular audits and getting expert help from a consulting firm, like OCD Tech, who specializes in GDPR readiness assessments and helps businesses pass compliance audits.

 

How to Get the GDPR Compliance Badge/Seal for HubSpot

 

You can’t get an “official” GDPR badge from the EU, but you can pass compliance audits or get certified by reputable firms. To achieve a recognized trust mark or seal for your website or marketing materials:

  • Request a third-party readiness assessment: Services like OCD Tech will review your policies, technical setup (including in HubSpot), and handling of user requests—ensuring nothing is missed.
  • Implement their recommendations: Auditors may suggest changes to your forms, processes, or technical settings to close any gaps.
  • Pass the GDPR audit: Once you’ve fixed any issues, the assessor will review you again. If you meet their (and GDPR’s) requirements, you’ll get an official statement, report, or a digital badge to add to your site that shows “GDPR compliance verified.”

What’s most important to pass GDPR audits in HubSpot?

  • Proving user consent exists with robust records for each contact
  • Deleting data swiftly when requested and being able to show documented, fast response processes
  • Clear privacy and cookie policies—with easy opt-in/opt-out tools
  • Using only GDPR-compliant partners and limiting who accesses data
  • Ongoing training and regular audits, which consulting partners like OCD Tech can ensure you meet

Summary: Achieving GDPR compliance in HubSpot means combining technical security (settings, encryption, user access) and transparent, up-to-date privacy processes for users. Always document everything, review regularly, and use expert advice to close gaps—this is the only way to get “How to Secure Your HubSpot for GDPR badge/seal” and truly protect your business.

Achieve GDPR on HubSpot—Fast & Secure

Don’t let security gaps slow you down. Partner with OCD Tech’s seasoned cybersecurity experts to tailor a robust, framework-aligned protection plan for your HubSpot. From uncovering hidden vulnerabilities to mapping controls against GDPR, we’ll streamline your path to certification—and fortify your reputation.

What is...

What is GDPR? Understand Europe's data protection regulation. What is HubSpot? Discover how this CRM platform helps businesses boost growth and customer relations.

What is HubSpot

 

What is HubSpot?

 

HubSpot is a comprehensive customer relationship management (CRM) platform designed for businesses to streamline their marketing, sales, customer service, and content management activities. This cloud-based solution centralizes customer data, email campaigns, forms, analytics, automation tools, and website hosting—offering a unified workspace for teams. Organizations choose HubSpot because of its robust marketing automation, lead tracking, data integration, and GDPR compliance features. Key components include:

  • Marketing Hub: Tools for email marketing, lead capture, and campaign management.
  • Sales Hub: Pipeline tracking, deal management, and sales automation.
  • Service Hub: Customer support tickets, feedback collection, and knowledge base creation.
  • CMS Hub: Secure content creation, hosting, and website analytics.

What is GDPR

 

What is GDPR?

 

The General Data Protection Regulation (GDPR) is a comprehensive EU law that sets strict requirements for handling personal data of individuals in the European Union. When securing HubSpot for GDPR compliance, it’s critical to understand GDPR’s core principles which demand robust data privacy, lawful processing, and enhanced transparency. GDPR governs how platforms like HubSpot gather, store, and distribute user information. Essential GDPR compliance practices for HubSpot users include:

  • Transparent data processing with clear consent from contacts.
  • Respecting the right to be forgotten and enabling data deletion upon request.
  • Implementing strong security to prevent unauthorized data access in HubSpot.
  • Ensuring data portability and rectification mechanisms are in place.

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Frequently asked questions

What services does OCD Tech provide?

OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.

Which industries does OCD Tech serve?

OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.

How long does an IT security assessment take?

Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.

Why should I get SOC 2 compliant?

SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.

Can OCD Tech help me with federal cybersecurity regulations?

Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.

What is a virtual CISO (vCISO), and do I need one?

A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.

Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

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IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.

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