Update your privacy policy for Pipeline On

Pipeline On uses a website tag to help identify recovered homeowners and route lead data into your dashboard or CRM. Your privacy policy should explain that kind of tracking in plain language.

This article is general setup guidance, not legal advice. Ask your legal advisor to approve the final wording for your business, state, and customer locations.

What to disclose

Your privacy policy should say that your website may use cookies, pixels, scripts, analytics tools, lead identification tools, attribution tools, and CRM or marketing integrations.

It should also explain that these tools may collect or receive website activity and match it to contact, business, household, property, or service-area information where available.

Data types to mention

Include the types of data your site and tools may process:

Pages viewed
Date and time of visits
Device, browser, and technical information
IP-derived location or network information
Referring page, campaign, or ad source
Contact, business, household, property, or service-area information where matched
CRM delivery or follow-up status

Only include categories that match how you actually use Pipeline On and your other tools.

Why the data is used

Explain your business purpose clearly. For most Pipeline On customers, that means:

Website analytics
Lead identification
Marketing attribution
Follow-up with potential customers
CRM routing
Measuring booked-work performance

Privacy choices

If required for your business or visitor location, your site may need a privacy choices link such as:

Do Not Sell or Share My Personal Information

or:

Your Privacy Choices

Some privacy laws also require honoring opt-out requests, deletion requests, suppression requests, or browser privacy signals.

Where to put the update

Put the disclosure in your main privacy policy. If you use a cookie policy or tracking policy, include Pipeline On in that page as well.

If your site already lists tools such as Google Analytics, Meta Pixel, call tracking, form tracking, or CRM integrations, add Pipeline On to the same section.

Official resources

FTC privacy and security guidance: https://www.ftc.gov/business-guidance/privacy-security
California Privacy Protection Agency regulations: https://cppa.ca.gov/regulations/
UK ICO cookie and similar technology guidance: https://ico.org.uk/for-organisations/direct-marketing-and-privacy-and-electronic-communications/guide-to-pecr/cookies-and-similar-technologies/