Vendor compliance profile
Is Pipedrive HIPAA compliant?
Pipedrive should not be used to collect, store, manage, or process PHI. Pipedrive's current Terms of Service say its services are not designed for HIPAA and prohibit customers from using the services to process sensitive information, including health and genetic data.
Direct compliance answer
Pipedrive HIPAA, BAA, PHI, and SOC 2 snapshot
Last checked: 2026-10-01 | Confidence: High
| Direct answer | Pipedrive should not be used to collect, store, manage, or process PHI. Pipedrive's current Terms of Service say its services are not designed for HIPAA and prohibit customers from using the services to process sensitive information, including health and genetic data. |
|---|---|
| BAA availability | No public Pipedrive HIPAA BAA path was confirmed in this review. Current Pipedrive terms prohibit using the services to process sensitive information, including health and genetic data. |
| Can it handle PHI? | CRM notes, contacts, custom fields, emails, call recordings, activities, forms, attachments, AI inputs, automations, and integrations can reveal health status or patient relationships. |
| SOC 2 caveat | Pipedrive's Trust Center lists SOC 2 Type 2 and SOC 3 materials. Review current report scope and exceptions, but do not treat security evidence as permission to process PHI. |
| What to verify | Whether the current Pipedrive Terms of Service and any account-specific terms permit the exact data planned for the CRM. How staff, forms, email sync, calling, notes, custom fields, AI functionality, automations, enrichment, and integrations will be prevented from receiving PHI or other sensitive information. |
Scope of this profile
Use this profile for Pipedrive's current HIPAA and sensitive-information restrictions, SOC 2 evidence, and non-PHI healthcare CRM boundaries. It corrects older third-party BAA claims using Pipedrive's current Terms of Service.
HIPAA status signal
Not designed for HIPAA data
BAA public signal
No public HIPAA BAA path confirmed
SOC 2 evidence signal
Public evidence
PHI warning: CRM notes, contacts, custom fields, emails, call recordings, activities, forms, attachments, AI inputs, automations, and integrations can reveal health status or patient relationships.
Search query answers
Is Pipedrive HIPAA compliant?
Pipedrive should not be treated as HIPAA-ready. Its current Terms of Service state that Pipedrive services are not designed to comply with HIPAA and that customers must not use the services to collect, store, manage, or process sensitive information such as health or genetic data.
Does Pipedrive offer a HIPAA BAA?
ComplySaaS did not confirm a public Pipedrive HIPAA BAA path. The current Pipedrive Terms instead say the services are not designed for HIPAA and prohibit processing sensitive information, so buyers should keep PHI out of Pipedrive unless Pipedrive provides newer written terms that explicitly change that position.
Does Pipedrive have SOC 2 evidence?
Pipedrive's Trust Center lists SOC 2 Type 2 and SOC 3 materials. Those reports may support security review, but they do not override Pipedrive's HIPAA and sensitive-information restrictions or create BAA coverage.
Can a healthcare company use Pipedrive?
A healthcare company may use Pipedrive for workflows that exclude PHI and other prohibited sensitive information, such as general business development using non-patient organization data. Patient identity, diagnosis, treatment, appointment, insurance, and care details should stay out of the platform.
HIPAA, BAA, and SOC 2 summary
| HIPAA | Pipedrive's current Terms of Service say the services are not designed to comply with HIPAA or FISMA and are not designed to process or manage sensitive information. |
|---|---|
| BAA | No public Pipedrive HIPAA BAA path was confirmed in this review. Current Pipedrive terms prohibit using the services to process sensitive information, including health and genetic data. |
| SOC 2 | Pipedrive's Trust Center lists SOC 2 Type 2 and SOC 3 materials. Review current report scope and exceptions, but do not treat security evidence as permission to process PHI. |
| PHI risk | CRM notes, contacts, custom fields, emails, call recordings, activities, forms, attachments, AI inputs, automations, and integrations can reveal health status or patient relationships. |
| Category | HIPAA-Compliant CRM and Marketing Tools |
| Last checked | 2026-10-01 |
| Confidence | High |
Public evidence and open questions
What public sources say
- Pipedrive's Terms of Service state that its services are not designed for HIPAA compliance.
- The same terms prohibit customers from using Pipedrive services to collect, store, manage, or process sensitive information, including health and genetic data.
- Pipedrive publishes SOC 2 and related security evidence through its Trust Center, but that evidence does not change the contractual data restriction.
What remains unconfirmed
- Whether Pipedrive offers any separately negotiated healthcare terms that supersede the public Terms of Service for a specific customer and product scope.
- Whether connected forms, calling, email sync, AI functionality, integrations, support, and data enrichment can be configured to exclude all PHI and prohibited sensitive information.
What it may be used for
- General business development that contains no PHI, health data, genetic data, patient identifiers, treatment context, or other prohibited sensitive information.
- Organization-level sales pipelines where contacts are not patients and the workflow is separated from clinical, appointment, insurance, and care systems.
- Vendor comparison when buyers need to distinguish SOC 2 evidence from HIPAA suitability and contractual data permission.
What not to use it for
- Patient, member, or prospective-patient records containing diagnosis, treatment, appointment, insurance, medication, or care details.
- Call recordings, email sync, forms, notes, attachments, AI features, or integrations that collect or infer health or genetic information.
- Assuming SOC 2 Type 2, GDPR documentation, encryption, or a DPA makes Pipedrive appropriate for PHI.
What to verify with the vendor
- Whether the current Pipedrive Terms of Service and any account-specific terms permit the exact data planned for the CRM.
- How staff, forms, email sync, calling, notes, custom fields, AI functionality, automations, enrichment, and integrations will be prevented from receiving PHI or other sensitive information.
- Whether a healthcare-specific CRM or a covered Salesforce or HubSpot configuration is required for workflows that cannot exclude PHI.
- Whether current Pipedrive SOC reports cover the exact services and period needed for non-PHI security review.
Safer alternatives and related profiles
Safer alternatives to consider
- HubSpot only where an eligible Enterprise subscription, Sensitive Data settings, and BAA scope cover the intended workflow.
- Salesforce covered services or Health Cloud only after the applicable Business Associate Addendum, product scope, and configuration are verified.
- A healthcare-specific CRM when patient, care, appointment, insurance, or clinical context must be stored in the CRM.
FAQ
Is Pipedrive HIPAA compliant?
Pipedrive should not be treated as HIPAA-ready. Its current Terms of Service state that Pipedrive services are not designed to comply with HIPAA and that customers must not use the services to collect, store, manage, or process sensitive information such as health or genetic data.
Does Pipedrive offer a HIPAA BAA?
ComplySaaS did not confirm a public Pipedrive HIPAA BAA path. The current Pipedrive Terms instead say the services are not designed for HIPAA and prohibit processing sensitive information, so buyers should keep PHI out of Pipedrive unless Pipedrive provides newer written terms that explicitly change that position.
Does Pipedrive have SOC 2 evidence?
Pipedrive's Trust Center lists SOC 2 Type 2 and SOC 3 materials. Those reports may support security review, but they do not override Pipedrive's HIPAA and sensitive-information restrictions or create BAA coverage.
Can a healthcare company use Pipedrive?
A healthcare company may use Pipedrive for workflows that exclude PHI and other prohibited sensitive information, such as general business development using non-patient organization data. Patient identity, diagnosis, treatment, appointment, insurance, and care details should stay out of the platform.
Will Pipedrive sign a BAA?
No public Pipedrive HIPAA BAA path was confirmed in this review. Current Pipedrive terms prohibit using the services to process sensitive information, including health and genetic data.
Can Pipedrive be used with PHI?
Do not use this vendor with PHI until your organization verifies BAA scope, covered services, configuration, access controls, data retention, and connected integrations.
Does SOC 2 mean Pipedrive is HIPAA compliant?
No. SOC 2 evidence can support security diligence, but it does not prove HIPAA compliance, confirm BAA coverage, or approve PHI use. Review HIPAA terms, BAA scope, covered services, configuration, and intended workflow separately.
What should buyers verify before using Pipedrive with PHI?
Whether the current Pipedrive Terms of Service and any account-specific terms permit the exact data planned for the CRM. How staff, forms, email sync, calling, notes, custom fields, AI functionality, automations, enrichment, and integrations will be prevented from receiving PHI or other sensitive information. Whether a healthcare-specific CRM or a covered Salesforce or HubSpot configuration is required for workflows that cannot exclude PHI. Whether current Pipedrive SOC reports cover the exact services and period needed for non-PHI security review.
Last checked and source notes
- Last checked
- 2026-10-01
- Confidence
- High
- Dataset rows
- 280 vendors
- Reviewed Pipedrive's Terms of Service current as of September 16, 2026 and Pipedrive Trust Center on 2026-10-01.
- The public Terms of Service expressly state that Pipedrive is not designed for HIPAA and prohibit processing sensitive information, including health and genetic data.
- ComplySaaS did not verify a private Pipedrive agreement that overrides the public restrictions for a specific customer.
- Pipedrive Terms of Service
- Pipedrive Trust Center
- Pipedrive Data Processing Addendum