In today’s digital age, the protection of sensitive data is paramount, particularly for financial firms and security-minded companies. HubSpot has introduced a new feature to address this need, allowing users to store and manage highly sensitive information within their CRM .
At HubSpot’s Inbound 24, I had a quick chat with Rachel Webb, Project Manager at HubSpot, and she shared insights about the new highly sensitive data protection feature.
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“With our new highly sensitive data protection feature, you can now store information like social security numbers and full bank account numbers in your CRM. This information is encrypted and includes a ‘click to decrypt’ feature, where users must click to view the value,” Webb told me.
Additionally Webb added, “You can control who sees the data using users and teams with our existing field-level permissions feature. Additionally, every time someone clicks to view the data, it is recorded in the audit logs. This ensures you have a clear view of who is accessing the data.”
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Core Features of Sensitive Data Protection in HubSpot
HubSpot’s sensitive data protection feature is designed with several key components to ensure data security and compliance:
Encryption: All sensitive data is encrypted at rest and in transit.
Role-Based Permissions: Administrators can define who has access to specific data fields.
Audit Logs: Every access attempt is logged, providing a complete record of who viewed or interacted with the data.
Compliance: The feature helps organizations meet regulatory requirements, such as GDPR and CCPA, by providing robust data protection measures.
Full details on HubSpot’s Sensitive Data Protection Page .
PII Protection in HubSpot CRM
HubSpot’s new feature for protecting PII and sensitive data is a significant advancement for enterprise users, particularly those in the financial sector or interested in the highest level of data security in their CRM. By adding encryption, role-based permissions, and audit logs, HubSpot ensures that sensitive information is stored and accessed securely. If you’re interested in this feature, Sensitive Data protection is available in any HubSpot Enterprise Hub, activate this feature and begin enhancing your data protection measures.
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About the Author: Shane Stiles
Shane Stiles is President of Gate 39, a financial services marketing firm providing online marketing and application development for financial services across futures, equities, alternative investments and insurance.
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