How to Automate Fulfillment of Data Subject Request (DSR) Portal Requests

Captain Compliance supports automation of Data Subject Request (DSR) fulfillment through integrations with third-party platforms. This functionality is designed to reduce manual effort when responding to requests. Initial configuration is not fully self-service and requires coordination with Captain Compliance support and engineering.

This article explains how DSR automation works, how to enable available integrations, and what to expect from the setup process.

Before enabling automation, a DSR Portal must already be created and configured.

Refer to the article How to Generate and Customize a Data Subject Request (DSR) Portal for portal setup instructions.

To view available automation options:

• Navigate to DSR Portal → Settings → Integrations in the Captain Compliance app

If the Integrations option is not visible, contact your primary Captain Compliance representative. This feature is not enabled for all customers by default and may need to be activated manually.

Once integrations are available, select the platform you wish to integrate.

For example, HubSpot integrations may include:

• Do Not Sell Data
  Marks a contact as “do not sell” in HubSpot

• Remove from HubSpot
  Automatically removes user data from HubSpot

You can activate one or more integration actions depending on your fulfillment requirements.

Pre-built integrations are a work in progress and currently support a limited set of platforms and actions.

Important considerations:

• Integration behavior is not fully configurable within the app

• Some actions may require backend configuration

• Not all data types or request types may be supported

If you require automation for a platform or action that is not currently available, contact your primary Captain Compliance representative to discuss feasibility, scope, and potential implementation timelines.

After enabling an integration, Captain Compliance engineering will work with you to connect the integration to your specific platform instance.

This step typically includes:

• Secure authentication or API credential exchange

• Mapping request types to supported actions

• Validating permissions and data scope

At this time, these steps cannot be completed entirely within the app and require backend support from the Captain Compliance team.

Once integration setup is complete, perform end-to-end testing.

Recommended testing steps:

• Submit a test request through the DSR Portal

• Confirm the request is received in DSR Portal → Requests

• Verify that the appropriate action is executed in the connected platform

• Confirm request status updates as expected

Testing should cover the full flow from form submission to downstream platform action.