Ticket Attachments that include highly sensitive data

[KParker92]

Has anyone out there developed a workflow pipeline for client services in a financial services firm, that involves attaching records with financial data on a hubspot ticket?   I am eager to learn what challenges you experienced with data that includes highly sensitive data like bank records. 

[BérangèreL]

Hi @KParker92 and welcome, we are so glad to have you here!

Great question, thanks for asking the HubSpot Community!
 

I'd like to share these resources that might be of interest:

- Store Sensitive Data in HubSpot
- Store Highly Sensitive Data in HubSpot (BETA)
- Sensitive Data in HubSpot CRM for Developers

Also, I'd love to put you in touch with some of our Top Experts: Hi @danmoyle, @ScottPennwood and @johnelmer do you and/or your customers deal with sensitive data? If yes, how do you proceed to store it in HubSpot, please?

Have a lovely day and thanks so much!

Best,
Bérangère

[danmoyle · Accepted solution]

+1 to these resources from @BérangèreL, @KParker92. Welcome to the Community btw! 

I'd use HubSpot's sensitive data guidelines and tools. I wouldn't use attachments necessarily - those aren't protected like the sensitive data properties. That's my two cents! 

[KParker92]

Thanks @BérangèreL<>. Would you feel the same, even though we are in the new Highly Sensitive Data Beta addition?

[BérangèreL]

Hi @KParker92, thank you for your message and thanks @danmoyle for your valuable contributions! ❤️

Yes, I completely agree with @danmoyle and I wouldn't use attachments.

You could create custom properties that store Sensitive Data.

I hope this helps!

Have a great day!

Best,
Bérangère