The Workflow Library

Library / Marketing ops / marketing-ops-019

Right-to-be-forgotten / data subject erasure request internal queue trigger

Marketing opsContactMarketing Hub ProfessionalIntermediate~30 min to buildFull spec

Outcome. An erasure request gets logged into one queue the moment it comes in, with a task and a deadline reminder, so compliance never misses one even though HubSpot cannot perform the actual deletion as a workflow action.

Workflow map Enrollment, branches and actions at a glance marketing-ops-019
flowchart TD
    A[Erasure request status = Requested] --> B[Set erasure_requested_date]
    B --> C[Add to GDPR erasure queue]
    C --> D[Notify compliance owner]
    D --> E[Create review task, due 5 biz days]
    E --> F[Delay 5 business days]
    F --> G{Status still Requested?}
    G -->|Yes| H[Escalate to compliance owner + manager]
    G -->|No| I[No action, being handled]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse once you have a way for a contact or an internal team member to flag "this person asked to be forgotten," whether through a form, a support ticket, or a manually set property.
  • UseUse to make sure a request is never handled only by memory or a Slack message that scrolls away.
  • SkipDo not use this fiche as the deletion mechanism itself. HubSpot has no workflow action that deletes a contact record or its associated data. Deletion happens through the GDPR delete tool in Settings or the API, run manually by a person after legal review, never automatically. [VERIFY]
  • SkipDo not use if your process already runs the request through a dedicated case management or legal tool with its own SLA tracking; duplicating the queue there adds confusion.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library, 149 EUR

or the marketing ops pack, 39 EUR

One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.