Secure Private Info: How to Use HubSpot's Sensitive Data Feature
Learn all about the sensitive data features now available in the Enterprise levels of all HubSpot Hubs!
In this step-by-step video, we'll review:
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Common use cases and industries that may benefit from sensitive data properties
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Key considerations before turning on sensitive data
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How to strategize and create a sensitive data property
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Where the properties can and can't be used in your HubSpot portal
Is storing your sensitive data like herding cats?
You have to collect sensitive data for your business needs, but your teams have to use multiple systems to store and use financial or HIPAA-protected information in order to maintain compliance.
Not using a singular system can lead to major issues like:
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Incomplete data that limits marketing segmentation efforts
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Misalignment or incorrect data across systems
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Increased risk for compliance and regulatory slips (with steep fines and penalties)
Maintain compliance and open a world of possibilities!
Creating sensitive data properties within your HubSpot portal means your CRM information can stay together to improve processes across your marketing, sales and service teams.
Utilizing sensitive data properties in HubSpot means you can:
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Improve segmentation and opportunities for more customized content experiences
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Consolidate tools once needed for HIPAA-compliant data collection in your tech stack
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Provide service reps with more complete customer profiles for better client interactions
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And so much more!