Secure Private Info: How to Use HubSpot's NEW Sensitive Data Feature

For years, businesses who utilize HubSpot and operate with sensitive information have painstakingly pieced together systems to store private financial and HIPAA-protected data. Not anymore—sensitive data can now be stored right in HubSpot!

What does this mean? Enterprise users in HubSpot now have the ability to create and store a host of sensitive data fields like demographics, Protected Health Information (PHI), payment history, financial information and so much more.

Need inspiration? If you're utilizing HubSpot Service Hub to communicate with customers regarding their software subscription payments, you can create a property to capture the last 4 digits of their bank account or credit card number. This way service reps can request customers to confirm those numbers as a security measure to help combat scams, identity theft and fraud.

In this video, your HubSpot Helper will review:
• use cases and industries that may benefit from sensitive data properties
• considerations for businesses before turning on sensitive data
• how to strategize and create a sensitive data property
• where sensitive data can (and cannot) be used in your HubSpot portal

Want to follow along and create your own sensitive data property? Check out our Custom Properties Worksheet to strategize all the nitty gritty details about property creation before you even touch HubSpot.

The HubSpot Sensitive Data Terms we referenced can be found below as well!

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🎦 About "Your HubSpot Helper"

Your HubSpot Helper is a YouTube series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!

Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.

Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.

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🥝 About Kiwi Creative

Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:

• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" YouTube Series

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Want to review all the nitty gritty details about your own sensitive data properties? Check out our Custom Properties Worksheet to strategize property creation before you even touch HubSpot.