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      Setup guide for Sanctions.io for HubSpot (DoSanctions)

      DoSanctions integrates sanctions.io “Know Your Customer” (KYC) and “Anti Money Laundering” (AML) screening case management with HubSpot contacts and companies, which lets users Stay Compliant Without Leaving HubSpot

      • Easily perform real-time sanctions, PEP, and watchlist checks directly within HubSpot. Our seamless integration brings powerful compliance screening into your workflow, letting you review contacts and companies without switching tools or breaking focus.
      • Whether you're onboarding new customers, qualifying leads, or conducting periodic partner reviews, this integration helps you stay aligned with global regulations and simplifies your due diligence process. It's fast, accurate, scalable, and fully integrated.
      • Read more here

      https://help.sanctions.io/knowledge-base/integrations/sanctions-io-for-hubspot 

      Install the app

      On the HubSpot Marketplace Listing for the app, sign in to HubSpot to click Install the app:

      visit https://ecosystem.hubspot.com/marketplace/apps/sanctions

       

      1. Choose your HubSpot Account


      Choose your HubSpot account

      If you only have one HubSpot account, this step will be skipped automatically.

      1.1 Install - choose an account

      2. Confirm permissions to connect the app to HubSpot
        1. DoSanctions Sanctions HubSpot Integration is designed to work with your HubSpot CRM as the source of truth, keeping the data under your ownership as much as possible.

      1.2 Install - confirm permissions to connect app

       

      3. Connect your HubSpot portal to Sanctions.io
        1. In HubSpot, navigate to Settings > Integrations
        2. Locate the Sanctions.io for HubSpot (DoSanctions) app.

      Click Connect

      Connect Sanctions API (old)

      Paste in your API key for your Sanctions.io account

      Click anywhere on the App-card to validate your API token and click connect:

      Paste API key (old)

       

      Your Sanctions.io account company name is displayed next to your HubSpot portal ID number. Your app is fully installed!

      Sanctions is now connected

       

      4. Display the App cards on HubSpot Company and Contact records

        1. While still in the HubSpot app settings, click the App cards tab

      App cards tab

      2. Click Company screening > Manage locations. On the Record page > Default view, enable Company screening and press Save

      Company screening

      3. Click Contact screening > Manage locations. On the Record page > Default view, enable Contact screening and press Save:

       

      Enable contact screening

      Congratulations, your app installation is complete!