Add a GDPR agreement

The General Data Protection Regulation (GDPR) (EU) 2016/679 is a regulation in EU law on data protection and privacy for all individuals within the European Union and the European Economic Area.

When you create a CRM form in Bitrix24 or configure a communication channel, you may need to add a GDPR agreement.

Add a GDPR agreement to a CRM form

Click CRM > CRM Forms > select a form and click Edit.

In the Agreements section, click Create user agreement.

Specify the consent name and the text. Click Save.

Select the created consent from the list.

You can select Agreement behavior by clicking on the pencil.

You can edit the contract by clicking on the Agreement parameters.

Done! Click the Save button.

How it works

A client completes the webform and needs to accept the consent to send the completed form.

If a client doesn't accept the consent, the webform won't be sent.

View the list of obtained consents

Just click View user consents.

You'll see the list of obtained consents.

Click the source name to view additional information.

Set a GDPR consent for a communication channel

Click Contact center and select a communication channel. Select an open channel and click Configure.

In the Agreement section, enable the Send warning about collecting personal data option and select a consent from the list or create a new one. The consent creation process for open channels is the same as for the CRM forms.

Add a GDPR consent to Sales Center

Go to the Sales Center section and click Agreements.

Select an existing consent from the list or create a new one.

Was this information helpful?
Article feedback
Could you please tell us why:
Article feedback
Integration specialist assistance
Go to Bitrix24
Don't have an account? Create for free