Implement Clay PII handling, data retention, and GDPR/CCPA compliance patterns.
Use when handling sensitive data, implementing data redaction, configuring retention policies,
or ensuring compliance with privacy regulations for Clay integrations.
Trigger with phrases like "clay data", "clay PII",
"clay GDPR", "clay data retention", "clay privacy", "clay CCPA".
Manage lead data through Clay enrichment pipelines in compliance with GDPR, CCPA, and data privacy best practices. Clay enriches records with PII (emails, phone numbers, LinkedIn profiles, job titles), requiring careful handling of consent, retention, and export controls.
Prerequisites
Clay account with enriched tables
Understanding of GDPR/CCPA requirements for B2B data
Data retention policy defined by your legal team
CRM or database for enriched data storage
Instructions
Step 1: Classify Enriched Data by Sensitivity
// src/clay/data-classification.ts
enum DataSensitivity {
PUBLIC = 'public', // Company name, industry, employee count
BUSINESS = 'business', // Work email, job title, LinkedIn URL
PERSONAL = 'personal', // Phone number, personal email
RESTRICTED = 'restricted' // Home address, personal phone
}
const FIELD_CLASSIFICATION: Record<string, DataSensitivity> = {
company_name: DataSensitivity.PUBLIC,
industry: DataSensitivity.PUBLIC,
employee_count: DataSensitivity.PUBLIC,
domain: DataSensitivity.PUBLIC,
work_email: DataSensitivity.BUSINESS,
job_title: DataSensitivity.BUSINESS,
linkedin_url: DataSensitivity.BUSINESS,
first_name: DataSensitivity.BUSINESS,
last_name: DataSensitivity.BUSINESS,
phone_number: DataSensitivity.PERSONAL,
personal_email: DataSensitivity.RESTRICTED,
home_address: DataSensitivity.RESTRICTED,
};
function classifyRow(row: Record<string, unknown>): Record<DataSensitivity, string[]> {
const classified: Record<DataSensitivity, string[]> = {
public: [], business: [], personal: [], restricted: [],
};
for (const [field, value] of Object.entries(row)) {
if (value == null) continue;
const sensitivity = FIELD_CLASSIFICATION[field] || DataSensitivity.BUSINESS;
classified[sensitivity].push(field);
}
return classified;
}