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Data processing agreement acknowledgment tracking property

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.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeA contact's acknowledgment of a data processing agreement or privacy notice update is captured and timestamped on the record, giving compliance a queryable answer to "did this person see and accept the current notice" without digging through form submission logs.
Workflow mapmarketing-ops-045
Acknowledgment checkbox submitted leads to Set dpa_acknowledgment_status = Acknowledged. Set dpa_acknowledgment_status = Acknowledged leads to Set dpa_acknowledged_date. Set dpa_acknowledged_date leads to Set dpa_version_acknowledged. Acknowledgment checkbox submitted Set dpa_acknowledgment_status = Acknowledged Set dpa_acknowledged_date Set dpa_version_acknowledged
Acknowledgment checkbox submitted leads to Set dpa_acknowledgment_status = Acknowledged. Set dpa_acknowledgment_status = Acknowledged leads to Set dpa_acknowledged_date. Set dpa_acknowledged_date leads to Set dpa_version_acknowledged. Acknowledgment checkbox submitted Set dpa_acknowledgment_status = Acknowledged Set dpa_acknowledged_date Set dpa_version_acknowledged

When to use it, when not to

Use it

  • Use when your process requires a documented acknowledgment of a data processing agreement, updated privacy notice, or similar document, tied to a specific version.
  • Use for B2B contexts especially, where a DPA acknowledgment is often part of an onboarding or procurement step.
Read more on when to use itShow less

Skip it

  • Do not use this fiche as the DPA itself or as legal advice on what a DPA must contain. This only tracks that an acknowledgment happened and when.
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 · 3 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 · 3 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.

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