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Security

Security in plain language

Spotless is built for trust. The platform is read-only by default, and you remain in control of access.

Spotless Audit Snapshot
Spotless Audit SnapshotHEALTH SCORESAutomation82Data76Governance88Workflows79RECOMMENDED FOCUSLifecycle coverage reviewPipeline stages and handoffsTOP RISKSLifecycle stage gaps in active pipelineWorkflow conflicts on core propertiesDuplicate clusters in revenue viewsHEALTH SUMMARYAutomationStableData qualityWatchGovernanceImproving

Read-only by default

Spotless stays read-only unless you explicitly merge records inside HubSpot.

Secure storage

Data is stored securely and used only for your analysis views.

Access can be revoked

Disconnect at any time and Spotless will stop access immediately.

Workflow Diff Summary
Workflow Diff SummaryCHANGE LOGAdded workflows03Updated workflows07Removed workflows01RECENTLY TOUCHEDLead routing handoverLifecycle stage updateRenewal pipeline syncIMPACT AREASLifecycle stage coverageSales pipeline alignmentData quality safeguards

What we do not do

  • We do not change records automatically. Merges only happen when you trigger them.
  • We do not push automated fixes into your portal.
  • We do not require long-running access without your control.

Security with control

See how read-only-by-default access fits your team.

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