Tickets & Conversations

KParker92
Member

Ticket Attachments that include highly sensitive data

SOLVE

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. 

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Ticket Attachments that include highly sensitive data

SOLVE

+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! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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3 Replies 3
BérangèreL
Community Manager
Community Manager

Ticket Attachments that include highly sensitive data

SOLVE

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


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danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Ticket Attachments that include highly sensitive data

SOLVE

+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! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
KParker92
Member

Ticket Attachments that include highly sensitive data

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