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Automatic Sensitive Data Redaction

Redactify

Stop asking your sales reps to be careful. Redactify automatically scans your HubSpot engagement records (emails, calls, notes, meetings, tasks) and redacts or removes sensitive data at near-instant speed. Define custom regex patterns once, and your portal stays clean without manual intervention.

$29/mo flat — one portal, unlimited use. No per-seat pricing. HubSpot Super Admin required to install.

Proactive, fast protection
for sensitive data

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Near-Instant Scanning

Redactify processes engagement records as they happen, not in overnight batches. Built-in patterns for SSNs, EINs, credit cards, phone numbers, API keys, and bearer tokens fire at near-instant speed, so sensitive data never lingers.

Per-Pattern Actions

Each pattern can independently redact (replace with [REDACTED]), clear (set the field to null), or delete (archive the entire engagement). Full control over every detection rule.

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Multiple Object Types and Fields

Choose exactly which engagement types and fields to scan: email body, call notes, meeting descriptions, task details, and more. Supports multiple engagement object types so nothing sensitive slips through.

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Sealed Audit Trail

Every redaction is logged with record ID, timestamp, matched patterns, and originating user, but never the actual redacted content. Compliance-ready proof without re-exposing secrets.

Action Priority Escalation

When multiple patterns match the same record, the most aggressive action wins automatically. Delete trumps clear, clear trumps redact. No ambiguity, no gaps.

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Custom Regex Patterns

Add your own regex patterns to scour your portal for any structured data you don't want floating around: proprietary formats, internal codes, industry-specific identifiers. Define once, protect permanently.

How it Works

Redactify dashboard showing engagement scan activity

Admin dashboard: see what's being caught and the most common issues your team creates.

Redactify objects to scan and forbidden patterns configuration

Patterns config: define which objects to scan and which data is forbidden.

Built for teams that
handle sensitive data

Whether you're enforcing PCI-DSS, protecting PII, or preventing credential exposure.

Compliance

PCI-DSS Compliance

Credit card numbers in email threads or call notes violate PCI-DSS. Redactify detects and silences them automatically, with no manual review required.

Security

API Key Exposure Prevention

Developers paste API keys and bearer tokens into support tickets and meeting notes. Redactify catches them before they become a breach vector.

HR / Legal

SSN and EIN Protection

Social Security Numbers and Employer Identification Numbers shared via email or notes are detected and redacted instantly. Protect employee and partner identities.

Privacy

Data Minimization

Regulators demand you store only what you need. Redactify silences PII in engagement records so your CRM holds conversations, not liabilities.

How it works
under the hood

Built on Google Cloud Run with pattern matching, priority escalation, and sealed audit logging.

Pattern library:Built-in detection for SSN, EIN, credit cards, phone numbers, API keys, bearer tokens, and PII keywords. Each runs independently.

Three action modes:Redact replaces matched text with [REDACTED]. Clear sets the field to null. Delete archives the entire engagement record.

Priority escalation:When multiple patterns match, the most aggressive action wins automatically. Delete > clear > redact. No configuration needed.

Sealed audit logging:Every redaction is recorded with record ID, timestamp, matched patterns, and originating user. Actual sensitive content is never stored.

Custom regex:Add your own detection patterns for proprietary data formats. Full regex support with the same per-pattern action binding.

Common Questions

What types of data can Redactify detect?

Redactify automatically detects sensitive patterns like SSN, credit cards, API keys, and bearer tokens in emails, calls, notes, and tasks.

Is the original data stored anywhere?

No, Redactify permanently redacts the sensitive information from the record and provides a sealed audit trail for compliance purposes. The sensitive text itself is never stored.

Can I add custom redaction patterns?

Yes, you can define custom regex patterns tailored to your specific industry or compliance needs.

Protect your CRM
automatically

Start protecting your CRM in minutes. Install directly from HubSpot — or book a demo if you'd like a guided walkthrough first.

$29/mo flat — one portal, unlimited use. No per-seat pricing. HubSpot Super Admin required to install.