Configuration Guide

HubSpot is a CRM and marketing platform that deploys a JavaScript tracking code on customer websites to collect visitor behaviour, session data, and contact information. Depending on configuration, HubSpot can operate as a lightweight analytics tool or a comprehensive contact identification and advertising platform. The configurations below cover the most privacy-relevant settings and their corresponding mappings in the Customer Panel (CP).


Step 1 — HubSpot Configuration

# Configuration Area Where in HubSpot Configuration A — Low Risk Configuration B — Medium Risk Configuration C — Higher Risk
1 Consent & tracking activation Settings → Privacy & Consent → Cookie Tracking Require consent before tracking script fires Require consent before tracking script fires Require consent before tracking script fires
2 IP anonymisation Settings → Privacy & Consent → Privacy Settings Enabled (last octet masked) Enabled (last octet masked) Disabled (full IP collected)
3 Contact identification Settings → Tracking & Analytics → Tracking Code; Marketing → Forms Disabled — anonymous sessions only Enabled via form submissions only (name, email) Enabled — forms, email link tracking (_hsenc token), and/or Identify API
4 Advertising integrations Marketing → Ads None connected None connected Google Ads, Meta Ads, and/or LinkedIn Ads connected; Google Consent Mode v2 active
5 Data retention Settings → Privacy & Consent → Data Retention 6 months 13 months 25 months (platform maximum)
6 Processing location Account settings / HubSpot subscription tier EU Data Residency (Enterprise tier); potential US government access via CLOUD Act EU Data Residency (Enterprise tier); potential US government access via CLOUD Act US-based (default); SCCs available; US government access via CLOUD Act

Configuration A — Low Risk

Use this configuration when HubSpot is used solely for anonymous website analytics. Consent is required before the tracking script fires. IP anonymisation is enabled, so only a masked IP address is collected. No contact identification is in use — visitors are tracked as anonymous sessions via first-party cookies (hubspotutk, __hstc) scoped to the website domain. No advertising integrations are connected. Data is retained for 6 months and, where possible, stored within the EU using HubSpot's EU Data Residency option (Enterprise tier). However, as HubSpot Inc. is a US-based enterprise, data stored in the EU remains potentially subject to access by US government authorities under the CLOUD Act, irrespective of the storage location. This should be disclosed as a potential US data transfer in the consent banner. HubSpot acts as a data processor; a DPA is incorporated into HubSpot's Customer Terms of Service and available at legal.hubspot.com.

Configuration B — Medium Risk

Use this configuration when HubSpot is used for website analytics combined with lead capture via HubSpot forms. Consent is required before the tracking script fires. IP anonymisation is enabled. Visitors who submit a form (e.g. a contact or newsletter sign-up form) are identified by their submitted details (name, email address), and HubSpot creates a contact record linked to their session cookie. No email link tracking (_hsenc) or Identify API is in use. No advertising integrations are connected. Data is retained for 13 months and stored within the EU where possible. However, as HubSpot Inc. is a US-based enterprise, data stored in the EU remains potentially subject to access by US government authorities under the CLOUD Act, irrespective of the storage location. This should be disclosed as a potential US data transfer in the consent banner. HubSpot acts as a data processor under its standard DPA.

Configuration C — Higher Risk

Use this configuration when HubSpot is used for full CRM-integrated tracking including contact identification through multiple channels and connected advertising platforms. Consent is required before the tracking script fires. IP anonymisation is disabled, so the full IP address is collected. Visitors are identified via one or more of the following: form submissions, the _hsenc contact token appended to email links (which links individual clicks back to a known contact record), or the HubSpot Identify API (which explicitly associates a visitor's cookie session with a known contact). One or more ad platforms (Google Ads, Meta Ads, LinkedIn Ads) are connected via Marketing → Ads, and Google Consent Mode v2 is activated to pass consent signals to Google. Each connected ad platform deploys its own third-party tracking pixel alongside the HubSpot script. Data is retained for 25 months. Default HubSpot accounts store data in the US; Standard Contractual Clauses (SCCs) are included in HubSpot's DPA. Even where EU Data Residency is active, HubSpot Inc. as a US-based enterprise remains subject to the CLOUD Act, meaning US government authorities may access data regardless of storage location. Both the default US hosting and the CLOUD Act risk should be disclosed as US data transfers in the consent banner. HubSpot acts as a data processor for its own processing; each connected ad platform operates as an Independent Controller under its own terms and must be configured as a separate entry in the Customer Panel.


Step 2 — Mapping in the Customer Panel

Using the HubSpot configurations defined in Step 1, apply the following mappings in the Customer Panel to ensure the consent banner correctly reflects the data processing activities.

2.1 Configuration A — Low Risk

Customer Panel Setting Value to Select
Tracking method First party tracking (cross-session)
Identifier Device identifiers
Data categories Aggregated site statistics, Browsing and interaction data, Device characteristics, Device identifiers, IP address anonymised, Non-precise location data
Legal role of data recipient Processor
Personalisation model No personalisation
Maximum storage duration 6 months
Processing location EU (if EU Data Residency is active) / US (potential access via CLOUD Act)

2.2 Configuration B — Medium Risk

Customer Panel Setting Value to Select
Tracking method First party tracking (cross-session)
Identifier Device identifiers, Direct identifier
Data categories Aggregated site statistics, Browsing and interaction data, Device characteristics, Device identifiers, IP address anonymised, Non-precise location data, Direct identifier, User-provided data, Users' profiles
Legal role of data recipient Processor
Personalisation model Group based (behaviour)
Maximum storage duration 13 months
Processing location EU (if EU Data Residency is active) / US (potential access via CLOUD Act)

2.3 Configuration C — Higher Risk

This configuration requires a separate Customer Panel entry for each connected advertising platform, as these operate as Independent Controllers.