How to Manage Partner Data Sharing Settings in Hubspot
Managing partner data sharing in Hubspot is essential if you want tight control over which apps, partners, and integrations can access your CRM data. This guide walks you step by step through the data sharing settings so you can stay secure and compliant while still taking advantage of powerful integrations.
What are partner data sharing settings in Hubspot?
Partner data sharing settings determine how information from your Hubspot account is shared with connected partners, such as marketplace apps, integration providers, and service partners. These settings help you:
- Control what data is shared and when
- Limit access to only the partners you trust
- Revoke access if an app or partner no longer needs your data
- Maintain compliance with your internal privacy policies
Understanding these controls is crucial before you connect third-party tools to your account.
Where to find Hubspot partner data sharing controls
You can access partner data sharing controls directly in your account settings. The exact navigation can change over time, so always check the latest steps in the official documentation. The current reference documentation for these features is available on the Hubspot Knowledge Base at this official partner data sharing article.
Once you reach the partner data sharing area, you will typically see a list of connected partners and apps, as well as toggles or options that determine how your data flows between Hubspot and each partner.
Step-by-step: Configure Hubspot partner data sharing
Use the following high-level process to review and configure your partner data sharing settings:
- Open your account settings
From your main dashboard, go to your settings area. Look for sections related to privacy, security, integrations, or data sharing. The partner data sharing panel is usually grouped with other data and consent controls.
- Locate partner or app management
Find the section that displays your connected partners, apps, or marketplace integrations. Each item typically represents one external partner that can access parts of your Hubspot data.
- Review each partner connection
Click on a partner or app to view details about what it can access. Review any notes, scope descriptions, or permissions displayed for that partner connection.
- Adjust data sharing options
Use the available checkboxes, toggles, or dropdowns to adjust:
- Which data objects (contacts, companies, deals, etc.) are shared
- Whether data flows one way or both ways
- Any specific consent or privacy options provided for the integration
- Save and confirm changes
After updating settings for a partner, make sure to save your changes. Hubspot may show a confirmation or summary of what has been updated. Repeat these steps for every connected partner you want to review.
Best practices for Hubspot partner data sharing
To keep your account safe and compliant, follow these best practices when configuring partner data sharing:
Limit Hubspot data access to what is necessary
Only grant the minimum data access a partner needs to function. If an app only needs contact email addresses, avoid granting access to deals, tickets, or other sensitive records.
- Start with the most restrictive options
- Gradually expand access if features do not work as expected
- Regularly re-check the permissions after major updates
Audit Hubspot integrations regularly
Set a recurring schedule to audit every partner connection inside your account. During each audit, ask:
- Do we still use this integration?
- Does the partner still need ongoing access to our data?
- Have our internal privacy requirements changed?
If a partner is no longer needed, revoke or uninstall the connection and confirm that access has been removed.
Align Hubspot data sharing with privacy policies
Your internal privacy policy and any public-facing privacy statements should reflect the way you share data with partners. When you update your partner data sharing settings, also review:
- Privacy documentation on your website
- Internal data handling policies
- Consent language in your forms and emails
Consistency between stated policies and your actual Hubspot configuration reduces risk and supports compliance efforts.
Managing consent alongside Hubspot partner sharing
Partner data sharing is closely connected to how you collect and manage consent from contacts. When you send data to partners, consider:
- Which lawful basis or consent type applies
- How consent is captured through forms or subscriptions
- How you document and honor contact preferences
Make sure your consent mechanisms and partner settings work together. For instance, if a contact withdraws consent for certain communication types, verify that related data flows to partners are restricted or stopped when appropriate.
Review your Hubspot forms and subscriptions
Look at the forms and subscription types connected to any partners. Confirm that:
- Contacts are properly informed about who will receive their data
- Opt-in language clearly explains third-party sharing when relevant
- Unsubscribes and preference changes are accurately reflected in partner tools
This alignment ensures a consistent experience for your contacts and reduces confusion or complaints.
When to revoke Hubspot partner access
There are several situations when you may want to revoke or significantly limit data sharing with a partner:
- You no longer use the integration or service
- You are replacing the partner with a different tool
- You have concerns about security or compliance
- Your organization has changed its privacy requirements
In these cases, locate the partner in your data sharing settings and remove or disable the connection. Confirm that data is no longer being exchanged and review any additional steps the partner may require, such as deleting data stored in their environment.
Using expert help for Hubspot data governance
Managing partner connections, privacy, and consent can become complex, especially in larger organizations with many integrations. If you need strategic or technical guidance, you can work with experienced consultants who specialize in CRM governance, integrations, and data protection.
For tailored help with configuration, integration architecture, and process design, you can explore expert services from Hubspot-focused consultancies such as Consultevo, which can support you in building a scalable and compliant setup.
Keep your Hubspot partner data sharing under control
Partner data sharing settings give you fine-grained control over how external tools interact with your CRM. By regularly reviewing connected partners, limiting access to what is necessary, aligning settings with your consent framework, and revoking unused connections, you keep your Hubspot environment secure, efficient, and compliant.
Whenever you are unsure about a specific option or need the most up-to-date navigation, refer back to the official instructions in the Hubspot Knowledge Base: Manage partner data sharing settings. Keeping these controls tuned will ensure your integrations continue to deliver value without exposing your organization to unnecessary risk.
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