Secure Private Info: How to Use HubSpot's NEW Sensitive Data Feature скачать в хорошем качестве

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

🔐 Want to store sensitive customer data in HubSpot without duct-taped workarounds? For years, teams handling financial or HIPAA-protected data had to bolt external systems onto HubSpot just to stay compliant. Now, Enterprise users can securely store sensitive data directly in the CRM, reducing risk and simplifying workflows. This walkthrough shows how to do it safely, what to consider first and where the limits still apply. 🚨Looking for the Custom Properties Worksheet we mentioned in the video? ➡️ Download it here: https://resources.kiwicreative.net/cu... In this video, we’ll walk through how HubSpot’s sensitive data properties work and what businesses should consider before enabling them. You’ll learn how to: • Identify use cases and industries that benefit from sensitive data properties • Evaluate compliance considerations before turning sensitive data on • Strategize and create sensitive data properties correctly • Understand where sensitive data can and cannot be used in HubSpot • Reduce fraud risk while supporting secure customer interactions Use this video to confidently decide whether sensitive data properties are right for your HubSpot portal. ⸻ 💬 Have Questions or Suggestions? Drop a comment below—we’d love to hear your thoughts and ideas for future videos. 👍 Enjoyed the Video? Don’t forget to like, share and subscribe for more HubSpot tutorials! 📺 About “Your HubSpot Helper” Your HubSpot Helper is a YouTube series created by the pros at Kiwi, a HubSpot Diamond Solutions Partner. Each episode breaks down a specific HubSpot feature in plain English (with a little snark) so you can skip the trial-and-error and get straight to what works. 🔥 Clean up your HOT MESS HubSpot portal Our HubSpot Action Plan will give you a step-by-step plan to finally tame your out-of-control HubSpot portal. The result? Better data, accurate reporting, improved engagement and more value from your subscription. 👉 Get started at hubspotactionplan.com