Ticket Attachments that include highly sensitive data
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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.
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!
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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?
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!