We are using HubSpot as our only CRM. I wouldn’t say we have a lot of attachments being sent to clients that are sensitive, but even the occasional one is an issue. And keeping it “in email” isn’t the solution, it is the problem. The majority of our communication is being sent via Outlook email, but it’s synced to HubSpot (which we want), and now those attachments are being saved to HubSpot with no ability to delete them, with no way to opt-out except for choosing not to save the communication at all.
And at the moment, as far as I can tell, I don’t think HubSpot is automatically saving incoming attachments. I hope not because that would be a deal-breaker for us. According to our NDAs, we’d have to reduce the Users on HubSpot to a number so low as to not be a useful tool to us anymore.
Again, I doubt that we’re unique. There has to be other companies out there that don’t want attachments automatically uploaded to the cloud.