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Store Sensitive Data in HubSpot Securely.

HubSpot now supports sensitive data—but secure setup is crucial. We help businesses safely store and manage personal, financial, and healthcare data in HubSpot while ensuring compliance and preventing exposure.

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A New Era of Data Security in HubSpot

Managing sensitive data has long been a challenge, with businesses relying on complex workarounds and risky manual processes. As data privacy regulations tightened, compliance became even harder to maintain.

Now, HubSpot has evolved. With built-in encryption, granular permissions, and audit trails, businesses can securely store and manage sensitive data—without the hassle of patchwork solutions.

See Huble’s CTO explain how businesses are overcoming these challenges and how HubSpot is transforming data security.

What are the risks of getting it wrong?

Non-compliance with GDPR, HIPAA, or SOC 2 can result in hefty fines and legal consequences.

Data leaks expose sensitive information to unauthorized users, putting your business and customers at risk. Operational inefficiencies caused by a lack of structured governance can lead to security gaps, making it harder to protect critical data.

Is Your Data Secure? Identify Potential Risks

Data security is not a one-size-fits-all solution. Leaders in healthcare, government, and finance face distinct challenges and regulatory demands when safeguarding sensitive information.

Recognizing these unique needs is essential for creating the right security strategy. Explore below how customized solutions can effectively address the specific data security requirements of your industry.

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“I Need to Comply with GDPR/SOC 2”

Healthcare

The GDPR requires explicit consent for collecting and processing patient data, which must be securely stored and accessible only to authorized personnel. SOC 2 compliance ensures robust controls around confidentiality, security, and auditability. CRM systems must feature strong encryption, access management, and monitoring to meet both The GDPR and SOC 2 standards while protecting patient data.

Government

The GDPR mandates strict data protection and transparency for citizen information, while SOC 2 ensures data security, availability, and privacy. CRM systems must support data anonymization, role-based access, and detailed audit trails to comply with these regulations and safeguard sensitive government data.

Finance

The GDPR focuses on the protection of financial data and the right to access or delete personal information, while SOC 2 emphasizes secure storage and processing. CRMs in financial institutions must implement encryption, multi-factor authentication, and rigorous access controls, with regular audits to meet compliance standards and protect sensitive financial data.

“My Sales & Marketing Teams Handle Sensitive Customer Data”

Healthcare

Sales and marketing teams in healthcare must handle patient data in compliance with HIPAA and The GDPR. CRM systems should ensure that customer data is securely stored, with access restricted to authorized users only. Sensitive information such as medical history should be anonymized or pseudonymized, and robust encryption and audit trails should be in place to protect patient privacy.

Government

When handling citizen data, sales and marketing teams in government sectors must follow strict privacy laws and GDPR. CRM systems need to ensure transparency in how data is collected and used, with clear consent management features. Data access must be highly restricted, with encryption and continuous monitoring to prevent unauthorized access or misuse of sensitive information.

Finance

Financial teams handle highly sensitive data that must be protected in accordance with industry regulations. While HubSpot Payments is PCI-DSS compliant, the CRM itself does not process or store payment data and is therefore not subject to this standard. However, HubSpot offers robust security features, including encryption, multi-factor authentication, and role-based access controls, to help safeguard customer information. Regular security monitoring further enhances data protection and risk management.

“I Want to Secure Customer Payment & Personal Info”

Healthcare

In healthcare, securing patient payment and personal information is critical to comply with HIPAA and GDPR. CRM systems must use encryption for both data at rest and in transit, along with secure payment processing methods. Access controls should ensure only authorized personnel can view sensitive financial and personal details, and audit trails must be implemented to monitor any access or changes.

Government

Government entities must protect citizen payment and personal information while adhering to GDPR and federal security standards. CRM systems should enforce encryption, multi-factor authentication, and role-based access controls. Sensitive data should be stored securely, and clear policies must be in place for data retention and secure deletion, ensuring compliance with regulatory requirements.

Finance

In finance, securing customer payment and personal information is essential to comply with financial regulations. CRM systems should feature strong encryption, tokenization for payment details, and multi-factor authentication. Additionally, regular security audits and continuous monitoring are necessary to detect and mitigate any potential breaches or vulnerabilities in handling sensitive customer data.

“I Need Advanced Role-Based Access Controls”

Healthcare

In healthcare, advanced role-based access controls (RBAC) are essential to ensure that only authorized personnel can access sensitive patient data. CRM systems must be configured to limit access based on job roles, with specific permissions for viewing, editing, or sharing medical and financial information. Regular audits should be conducted to ensure compliance with HIPAA and GDPR requirements.

Government

Government organizations require RBAC to enforce strict data access policies and meet privacy regulations like GDPR. CRM systems should allow fine-grained control over who can access citizen data, with access roles defined by department or responsibility. This helps prevent unauthorized access and ensures that only those with the appropriate clearance can handle sensitive government information.

Finance

In the finance industry, advanced RBAC is crucial for protecting customer financial data and ensuring compliance with regulations like GDPR and CCPA. CRM systems must support role-based access to limit exposure of sensitive payment and account details, with permissions tailored to specific job functions. Monitoring and auditing access permissions regularly ensures that only authorized personnel handle critical financial information.

“I Want to Use AI, but I’m Worried About Data Security and Compliance”

Healthcare

In healthcare, AI can streamline patient management and predictive analytics, but it also processes vast amounts of sensitive medical data. Without strict data governance, AI-driven insights could expose confidential patient records, leading to compliance violations under HIPAA and GDPR.

Government

Public sector organizations are leveraging AI for citizen services and automation. However, managing AI securely means ensuring that government-held personal data is processed with strict access controls, encryption, and audit trails to prevent misuse or unauthorized access.

Finance

Financial institutions use AI for fraud detection and customer insights, but compliance risks arise when AI processes sensitive financial data. Organizations must ensure that AI applications adhere to data protection regulations by implementing secure data handling, encryption, and access management policies.

HubSpot now makes it possible to store and manage sensitive data—but most businesses aren’t set up to do so securely.

Sensitive data is one of your company’s most valuable assets—but also one of your biggest risks. Businesses in healthcare, government, and finance in particular need structured governance, compliance controls, and secure configurations to prevent breaches and regulatory penalties.

HubSpot provides the tools, but expert setup is essential.

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How Huble protects your sensitive data

Compliance with Security Standards

We align HubSpot CRM with key security frameworks like SOC 2, GDPR, and HIPAA. Our solutions support secure data collection, consent management, and access controls, ensuring compliance for marketing, sales, service, and IT teams. We work closely with legal teams to implement the right tools for ongoing compliance.

Role-Based Access Control

Our team sets up advanced role-based access controls (RBAC) to restrict sensitive data access. By customizing permissions, we ensure teams only see or modify relevant data, protecting personal and financial information while maintaining operational efficiency.

Data Encryption for Security

We encrypt data at rest and in transit using the latest standards, securing customer, financial, and healthcare data. From contact forms to backups, we ensure all sensitive information is protected against breaches.

Tailored Compliance Solutions

We implement tools that streamline GDPR-compliant data collection, secure payment processing, and ensure privacy-compliant workflows. We also provide IT teams with monitoring solutions and compliance teams with auditing capabilities.

Secure AI Solutions

Our team helps businesses integrate AI securely, ensuring compliance while maximizing insights. Our AI governance strategies, along with HubSpot’s security features like encryption and audit logs, keep data safe and regulatory-ready.

24/7 Support

Protecting your sensitive data doesn’t end with implementation. Our 24/7 managed services ensure continuous monitoring, incident response, and compliance with SOC 2, GDPR, and HIPAA. We proactively track activity, detect threats, and handle access management, data protection, and security updates—so you can focus on growth while we secure your HubSpot CRM.

Why Huble?

Seek Evolution

Our tagline of “Seek Evolution” showcases the way we think. We aren’t content at just implementing HubSpot, we want to constantly push the boundaries and help you evolve your business on the platform.

ISO 27001

Huble is ISO/IEC 27001:2022 certified in all international locations, to safeguard your data while optimizing customer relationships. Our commitment to information security ensures a reliable, secure experience as we guide you to HubSpot success.

ISO 9001

Huble is ISO 9001:2015 certified in all international locations, showcasing our dedication to delivering consulting experiences and services that consistently meet client expectations.

HIPAA & Sensitive Data

Huble is one of only a few Partners handpicked, vetted and selected by HubSpot to support customers with HIPAA & sensitive data HubSpot implementations.

Data governance & Change Control

Our team focuses on building mature CRM data governance and change control processes and measures. We understand your CRM needs to be maintained and managed, and we help you do that in a responsible manner.

How Secure Is Your Sensitive Data in HubSpot?

Storing sensitive customer data in HubSpot demands a strategic setup. Our Sensitive Data Fit Assessment evaluates your current configuration, identifies risks, and provides a roadmap to strengthen compliance, access controls, and data governance.

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Discuss your data security with our team

Book a call with our team

Take the next step and book a HubSpot strategy session with our team, simply click one of the team members below and book a meeting at a time and day that suits you. Once booked, you’ll receive a calendar invite with a Zoom link to join the call. This call will usually be around 15/30 minutes of discovery before setting up a further call with our consultation team.

The discovery call ensures we are able to tailor the HubSpot services we provide to best fit your goals.

UK & Ireland

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DACH

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Benelux

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France

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APAC

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North America

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