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Sensitive Data

Store and use sensitive data in HubSpot Smart CRM safely, with the security controls and regulatory support your team needs.

  • Protect sensitive data, including health, demographic, and financial information, with an extra layer of encryption

  • Use sensitive data to segment audiences, qualify leads, and personalize outreach

  • Support HIPAA and GDPR compliance with audit logging and access controls

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When data governance is fragmented, your team feels it.

When sensitive data lives in your CRM, your team gets a complete picture of every customer without compromising on security. No more jumping between systems or working from an incomplete record. With sensitive data stored securely in HubSpot Smart CRM, the right people have the context they need to engage customers more effectively, all in one place.

  1. Securely store sensitive data where the rest of your customer record lives.

    Compliance requirements often force businesses to store their most sensitive data — financial records, health information, government IDs — in a separate system. With HubSpot, securely store regulated data types, including protected health information and demographic data, alongside all other customer interactions. With everything in one place, audience segments become more specific, campaigns more effective, and post-sale service more tailored to each customer.
  2. Keep up with data privacy regulations.

    HubSpot supports secure storage of personal information (PI), personally identifiable information (PII), and protected health information (PHI), giving your business the foundation to operate in compliance with regulations like GDPR and HIPAA. That includes comprehensive audit logging, a Business Associate Agreement (BAA), and field-level permissions that help ensure only the right people can access sensitive data. You can also scan and redact sensitive data that appears in CRM activities, like notes or call logs, so confidential information stays in the right hands.
  3. Protect your data from breaches and bad actors.

    HubSpot adds an extra layer of application encryption to sensitive data to give your account increased protection. Security health recommendations, inactive session timeouts, and advanced authentication features, like two-factor authentication, help you follow best practices and make sure only authorized users can access sensitive data. Admins can also monitor and review user activity to stay on top of who's accessing what.

Have questions? Give us a call and we'll walk you through it.

+1 888 482 7768

Frequently Asked Questions

Find quick answers to common questions about HubSpot’s sensitive data features.