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The HIPAA + SmartBug + HubSpot Journey Into The Future Begins Now

Information as of Friday, June 14th, 2024
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Clients of SmartBug Media are now able to use HubSpot products in line with HIPAA regulations.

SmartBug's clients with HubSpot Enterprise now have the capability to enable the storage of standard sensitive data within HubSpot. This game-changing functionality is currently in Public Beta. This feature allows SmartBug's North American clientele to use HubSpot products in line with HIPAA regulations, providing indispensable privacy and security protections.

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What does this Public Beta lead to?

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HIPAA Permitted Sensitive Data Storage

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Continued Alignment Between SmartBug, HubSpot, and our Shared Customers

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A Unified Customer Record for Marketing, Sales, and Service Teams

By storing confidential customer data in HubSpot’s Smart CRM, companies across regulated industries can now take full advantage of HubSpot’s customer platform to power their go-to-market strategy. 

Across go-to-market, each team can better manage legal, security, and regulatory compliance with comprehensive audit logging, advanced authentication features, inactive session timeout, account security recommendations, per-tenant application-level encryption, and more.

- HubSpot Company News, published June 4, 2024

Why Invest in HubSpot?

HubSpot is the leading platform to unify your entire front office. HubSpot's 'one customer platform' mindset brings your marketing, sales, and customer service teams together for a unified full customer lifecycle approach to fuel growth.

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HubSpot Ranks #1 in Sales and Marketing in G2’s 2024 Best Software Awards
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Marketing Hub

HubSpot's Marketing Hub is the powerhouse of your entire marketing engine, helping you convert leads with tailored marketing campaigns to land your next best customer. Let's work together to keep your customers engaged with a platform that empowers you to build and execute strategy with ease.

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Sales Hub

Ready to close more deals? With the help of SmartBug's team and HubSpot’s Sales Hub, you’ll have all the tools you need in one place—with the expertise to match. Streamline communication, deepen relationships, and eliminate friction as you move prospects through the pipeline. 

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Service Hub

Find out how your customers are interacting with your brand. HubSpot’s Service Hub offers a centralized customer portal so you can get a unified view of every customer interaction. With tools such as live chat and omni-channel messaging, SmartBug can help you keep the conversation with customers going, provide support, and deepen your relationships. 

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Content Hub

Build a beautifully branded website to attract quality leads with HubSpot’s simple, scalable Content Management System. Leverage flexible website themes, custom objects, smart content, and more with this intuitive, user-friendly platform. Expand your target audience with multilingual management capabilities, complete with safe and secure hosting. Plus, with advanced AI technology, you can update content, imagery, and blog posts in a fraction of the time.

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Operations Hub

Make your customer data work for you with a unified platform that cleans, curates, and connects every data point under one central CRM platform. 

With a full toolkit of automation tools at your fingertips, you can code your own custom automation and connect workflow extensions to trigger actions in third-party systems such as Slack, Zoom, and Asana. 

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Commerce Hub

Effortlessly create quotes, issue invoices, and receive payments—all within HubSpot.
Condense all of your commerce products into a single hub where you can manage your revenue operations and payment processing.

With an enhanced toolkit of commerce tools at your fingertips, you can collect payments using Stripe, build quotes, generate payment links, take advantage of a robust product library, and automate billing.

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SmartBug's Key Pieces of Information to Know

SmartBug's approach of 'when our clients win, we win' is supported by our approach of being innovators that provide open, honest, and transparent information. 

We believe we have a duty and obligation to our clients (and future clients!) to share publicly available information after we have understood it and digest how it impacts our clients and the market.   

SmartBug has been known to be a pioneer in the HubSpot ecosystem regarding data that falls under HIPAA, such as the "Ensuring HIPAA Compliance With Your Digital Marketing Communications" article published in Healthcare Business Today.

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Permitted Sensitive Data Supported

Sensitive HIPAA data supported within the public beta.

  • CRM Object Properties, including Manual Update, Import, Export and Properties API
  • CRM Activities
  • CRM Objects API
  • List Creation
  • Workflows
  • Search
  • Reporting
  • Forms
  • CRM Attachments Added to Records Manually, via Notes, Email Form and Sensitive File Properties
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Data Not Supported in this Public Beta

Highly sensitive data is on the HubSpot roadmap, but not yet available.

  • Credit or Debit Card Numbers
  • Bank Account Numbers
  • Social Security Numbers
  • Drivers License Numbers
  • Personalization Tokens in Marketing Emails (of HIPAA property data)
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Relevant Industries

With the complexities of HIPAA property data, Protected Health Information (PHI) and the organizations that regularly work with this data, the following industries are a good fit for this public beta.

  • Healthcare Providers (Including Private Practices)
  • Health Insurers
  • Medical Billing Companies
  • Pharmaceutical Companies
  • Senior Living Organizations

SmartBug's HubSpot Recognitions:

The Elite tier of HubSpot’s Solutions Partner Program recognizes those agencies that achieve the highest standards of client service and success in the inbound marketing space. As HubSpot’s 2021 North America Partner of the Year and the world’s highest-rated HubSpot partner, this distinction further solidifies SmartBug’s position as one of its top-performing, elite global solutions partners.

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CRM Implementation HubSpot Accreditation Badge Platform Enablement HubSpot Accreditation Badge Onboarding HubSpot Accreditation Badge Custom Integration HubSpot Accreditation Badge Solutions Architecture Design HubSpot Accreditation Badge Data Migration HubSpot Accreditation Badge

Sensitive Data Benefits Across Regulated Industries 

By storing confidential customer data in HubSpot’s Smart CRM, companies across regulated industries can now take full advantage of HubSpot’s customer platform to power their go-to-market strategy.  (Source: HubSpot)

  • Improve lead generation by collecting sensitive data where customers have consented to its use for marketing purposes (such as website forms or when ordering a product).
  • Safely segment audiences, send targeted marketing campaigns, and power marketing automation, without cobbling together workarounds to properly handle protected data.

SmartBug's HubSpot HIPAA Functionality Implementation Offering


HIPAA specific data requires the utmost attention to ensure compliance. SmartBug offers custom tailored solutions to fit the needs of each organization. The items below are a starting place for a conversation around how we can support the proper set up and optimization of HubSpot's HIPAA compliance features, enabling you to safely manage Protected Health Information.

 

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Initial Consultation

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Team Alignment

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Sensitive Data Property Creation

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Training Sessions

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Internal Documentation

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Data Imports and Validation

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Real-Time Reporting

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Ongoing Support