Skip to content
The Workflow Library
Get the full library

Legitimate interest legal basis annual review reminder

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact7 stepsUpdated for HubSpot seat pricing
OutcomeContacts marketed to under a legitimate interest basis get flagged for review before that basis goes stale, instead of relying on someone remembering to check a spreadsheet once a year.
Workflow mapmarketing-ops-020
legitimate_interest_review_date due, basis = Legitimate interest leads to Set review status = Due. Set review status = Due leads to Create review task. Create review task leads to Notify reviewer. Notify reviewer leads to Delay 10 business days. Delay 10 business days leads to Status still Due?. Status still Due? leads to Yes: Escalate to reviewer + manager; No: No action, reviewed. Yes No legitimate_interest_review_date due, basis = Legitimate interest Set review status = Due Create review task Notify reviewer Delay 10 business days Status still Due? Escalate to reviewer + manager No action, reviewed
legitimate_interest_review_date due, basis = Legitimate interest leads to Set review status = Due. Set review status = Due leads to Create review task. Create review task leads to Notify reviewer. Notify reviewer leads to Delay 10 business days. Delay 10 business days leads to Status still Due?. Status still Due? leads to Yes: Escalate to reviewer + manager; No: No action, reviewed. Yes No legitimate_interest_review_date due, basis = Legitimate interest Set review status = Due Create review task Notify reviewer Delay 10 business days Status still Due? Escalate to reviewer + manager No action, reviewed

When to use it, when not to

Use it

  • Use when part of your marketing contact base is processed under legitimate interest rather than consent, and your legal guidance requires periodic re-justification of that basis.
  • Use to turn a compliance calendar item into a record-level reminder tied to the actual contact, not a generic yearly task with no list attached.
Read more on when to use itShow less

Skip it

  • Do not use this fiche to decide whether legitimate interest is the correct basis in the first place. That is a legal judgment made once per use case, outside this workflow; this fiche only reminds someone to revisit a decision already made.
  • Do not use if every contact in your database is processed under consent only. This fiche is specific to the legitimate interest basis.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Marketing ops spec

Not the workflow you needed?

More in Marketing ops

50 specs in this section

See all 50 This category, 39 EUR
FreeLead to MQL lifecycle stage promotion on lead score thresholdContact6 steps MQL to SQL handoff with lifecycle stage change and sales notificationContact6 steps Marketing contact vs non-marketing contact status management for cost controlContact8 steps Unsubscribe / subscription type suppression sync across marketing sendsContact10 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library