HIPAA & BAA · CRM
Is Pipedrive HIPAA compliant?
No. Pipedrive does not sign a Business Associate Agreement and is not HIPAA-compliant; its Terms of Service state the service is not designed to comply with HIPAA, and PHI should not be stored in it.
Key facts
- BAA available: No — vendor will not sign a BAA
- Official source: Pipedrive Terms of Service (Section 7.3) — https://www.pipedrive.com/en/terms-of-service (verified 2026-06)
What to do instead of Pipedrive
- Do not enter PHI (patient names tied to health data, medical history, diagnoses) into Pipedrive on any plan.
- Limit Pipedrive to non-clinical data such as general business contacts and sales pipeline.
- For PHI workflows, use a CRM that will sign a BAA (e.g., Zoho CRM, Salesforce Health Cloud).
- Confirm requirements with your own compliance/legal counsel before relying on any setup.
Important caveats
- There is no HIPAA/BAA tier or add-on; the disclaimer is product-wide, not plan-specific.
- Pipedrive holds SOC 2 and is GDPR-compliant, but neither is a substitute for a HIPAA BAA.
- Third-party 'HIPAA wrappers' carry a BAA with the third party, not with Pipedrive.
The bottom line
No software is "HIPAA compliant" on its own. HIPAA compliance is a property of your organization, not a tool. Even with a signed BAA, you remain responsible for configuring Pipedrive correctly, limiting access to PHI, training staff, and maintaining your own safeguards. This page is general information, not legal advice; confirm current terms with Pipedrive.
Frequently asked questions
Does Pipedrive sign a BAA?
No. Pipedrive does not sign a Business Associate Agreement, so it should not be used to create, receive, store, or transmit protected health information (PHI).
Is Pipedrive HIPAA compliant out of the box?
No software is "HIPAA compliant" by itself. Even when Pipedrive offers a BAA, you are responsible for signing it, configuring the product correctly, restricting access, and maintaining your own administrative, physical, and technical safeguards.
What should I check before using Pipedrive with PHI?
There is no HIPAA/BAA tier or add-on; the disclaimer is product-wide, not plan-specific.
