Copyright © 2024 Tiralíneas
Due to legal issues related to privacy, HubSpot does not allow you to store certain customer information considered "sensitive" in your CRM; for example, identity card details, bank details... However, it may be necessary to use them to create invoices, etc. How to solve this problem? With the Sensitive Data app for HubSpot developed by Tiralíneas!
The application allows you to display the data you need without it being saved in HubSpot and with all the guarantees of data protection. In this way, we can use it in the necessary content in compliance with HubSpot's regulations.
The tool accesses data that is stored in a cloud database and is displayed on the right-hand side panel of HubSpot records via CRM Cards.
What type of data does the Sensitive Data app allow to query? ID numbers, IBANs, passport numbers, social security numbers, bank details or other data that has the status of special information*.
*Except for medical data.
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Sensitive data is managed in a similar way to the standard HubSpot properties, from the sensitive data schema configuration menu you can create and edit sensitive data for each of the CRM objects.
Use sensitive data in your HubSpot integrations using the specific API for this purpose. This allows you to manage schemas and perform CRUD operations.
Query and edit sensitive data from HubSpot CRM Cards for each of the CRM object records.
Copyright © 2024 Tiralíneas