How to connect Pascal to HubSpot from the HubSpot Marketplace
From the HubSpot Marketplace, you can connect Pascal's app in your HubSpot environment. This allows you to create a new Pascal account. Utilising the Pascal app in HubSpot allows you to directly create cases to screen from your HubSpot records.
To make a connection with an already existing Pascal account, connect the integration from the Integrations page in Pascal. Details of these steps are noted How to connect your HubSpot account to your Pascal account.
- Navigate to the Pascal app on the HubSpot Marketplace.
- While logged in, press the Install button.
- Choose the HubSpot account the app should be connected to.
- An overview of the Pascal app in HubSpot is given, where you can click on the Connect app button.
- Create your Pascal account:
- Choose the Free or Premium plan option to get started.
- Select the Screening categories to include in your account.
- Fill in your account details & the organisation details.
- When setting up a Premium account, a payment method setup is prompted.
- Confirm the account creation with the Confirm order button.
- After you verify your email in your inbox, you will be redirected to the Pascal app page in HubSpot.
This documentation, including images, videos and text, is accurate as of Version 7.10 of Pascal.
We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to the latest release notes and to use the feedback mechanism for any discrepancies or requests for clarification.