--- title: Setup guide - HubSpot description: HubSpot integration with Pascal and how to use the Pascal app from within HubSpot. --- [Skip to content](https://help.vartion.com/setup-guide-hubspot#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [General](https://help.vartion.com/general?hsLang=en) 3. [HubSpot](https://help.vartion.com/general?hsLang=en#hubspot) # Setup guide - HubSpot ### How to install the Pascal app in HubSpot 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.](https://help.vartion.com/how-to-connect-your-hubspot-account-to-your-pascal-account?hsLang=en) 1. Navigate to the [Pascal app](https://ecosystem.hubspot.com/nl/marketplace/listing/pascal-1288950) on the HubSpot Marketplace. 2. While logged in, press the **Install** button. 3. Choose the HubSpot account the app should be connected to. 4. An overview of the Pascal app in HubSpot is given, where you can click on the **Connect app** button. 5. Create your Pascal account: 1. Choose the **Free** or **Premium** plan option to get started. 2. Select the **Screening categories** to include in your account. 3. Fill in your account details & the organisation details. 4. When setting up a **Premium** account, a payment method setup is prompted. 5. Confirm the account creation with the **Confirm order** button. 6. After you verify your email in your inbox, you will be redirected to the Pascal app page in HubSpot.   ### Add country property for contacts and companies Result quality increases significantly when searching with a name and country. We highly recommend to add the country property for contacts and companies. 1. Go to the **Contacts** page in HubSpot. 2. Select the **Create contact** button. 3. Click on **Edit this form** in the top right corner. 4. Select **Add properties** in the left sidebar. 5. Open the section **Contact information**. 6. Select the checkbox **Country/Region**. 7. The new field shows up in the preview of the contact form on the right. To reorder the fields drag the **Country/Region** field up, and let go just below **Last name**. This is useful as you can then quickly fill in the contact's first name, last name and country when adding a contact to your HubSpot environment. 8. Optionally, you can make the field **Country/Region** required, so no one in your environment can forget to fill in this field. You can do this by selecting the **\*** button while hovering over the field. 9. Click on the **Save** button in the top right corner. These steps can also be followed to add the country property to companies. ### Enable notes for all users When cases are created for HubSpot contacts or companies, notes of the results and a report about the check is added. It is useful to make sure that all users in HubSpot can see these results and the attached report.  Add or change the permission for users to view all notes in the HubSpot environment. If you are not sure how to do this, use the HubSpot documentation to achieve this. If notes are not enabled for all users, users cannot see case screening information in the notes from each other. ### Make Pascal's cards visible To make sure the case information is visible in the HubSpot contact or company page, the card can be added to the views preferred.  More information on how to do this can be found here: [How to set up Pascal's cards in your HubSpot views](https://help.vartion.com/how-to-set-up-pascals-cards-in-your-hubspot-views?hsLang=en). ### Add Pascal's properties to contact and company information When you add the Pascal application to your HubSpot account, additional Pascal properties become available. These available properties are: | **Property** | **Value** | | --- | --- | | Case assignee | Shows the current user or group assigned to the case | | Case last searched | Shows the last date the case was screened for new results | | Case status | Shows the current status of the case | | Sanctions | Shows the number of unresolved sanction hits in the case | | Enforcements | Shows the number of unresolved enforcement hits in the case | | PEPs | Shows the number of unresolved PEP hits in the case | | Media | Shows the number of unresolved media hits in the case |   Details on how to add these properties to record overviews and record lists, can be found here: [How to configure useful properties in HubSpot](https://help.vartion.com/how-to-configure-useful-pascal-properties-in-hubspot?hsLang=en).   ### HubSpot workflows with Pascal Workflows can be set up to achieve a variety of automations. Several Pascal actions are available to create and manage cases in workflows. The Pascal properties allow actions to follow when Pascal properties include specific values. - Within a workflow with the Object type Contact, **Person cases** can be created and managed for the specific contact going through the workflow. - Within a workflow with the Object type Company, **Business cases** can be created and managed for the specific company going through the workflow.   **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](https://help.vartion.com/knowledge/general?hsLang=en#release-notes) and to use the feedback mechanism for any discrepancies or requests for clarification. - [General](https://help.vartion.com/general?hsLang=en#main-content) - [Release Notes](https://help.vartion.com/general?hsLang=en#release-notes) - [What's New](https://help.vartion.com/general?hsLang=en#whats-new) - [Risk Classification Settings](https://help.vartion.com/general?hsLang=en#risk-classification-settings) - [HubSpot](https://help.vartion.com/general?hsLang=en#hubspot) - [User Account Settings](https://help.vartion.com/general?hsLang=en#user-account-settings) - [General](https://help.vartion.com/general?hsLang=en#general) - [Billing](https://help.vartion.com/general?hsLang=en#billing) - [Organisation Settings](https://help.vartion.com/general?hsLang=en#organisation-settings) - [Integrations](https://help.vartion.com/general?hsLang=en#integrations) - [Zapier](https://help.vartion.com/general?hsLang=en#zapier) - [Screening](https://help.vartion.com/screening?hsLang=en#main-content) - [FAQ](https://help.vartion.com/screening?hsLang=en#faq) - [Cases](https://help.vartion.com/screening?hsLang=en#cases) - [Clients](https://help.vartion.com/screening?hsLang=en#clients) - [Statistics](https://help.vartion.com/screening?hsLang=en#statistics) - [Getting Started with Pascal Screening](https://help.vartion.com/screening?hsLang=en#getting-started-with-pascal-screening) - [Results in Pascal](https://help.vartion.com/screening?hsLang=en#results-in-pascal) - [Notifications in Pascal Screening](https://help.vartion.com/screening?hsLang=en#notifications-in-pascal-screening) - [Screening Settings](https://help.vartion.com/screening?hsLang=en#screening-settings) - [Onboarding](https://help.vartion.com/onboarding?hsLang=en#main-content) - [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding?hsLang=en#getting-started-with-pascal-onboarding) - [Onboarding Settings](https://help.vartion.com/onboarding?hsLang=en#onboarding-settings) - [Clients](https://help.vartion.com/onboarding?hsLang=en#clients) - [Transactions](https://help.vartion.com/transactions?hsLang=en#main-content) - [Getting Started with Pascal Transactions](https://help.vartion.com/transactions?hsLang=en#getting-started-with-pascal-transactions) - [Settings](https://help.vartion.com/transactions?hsLang=en#settings) [![vartion\_logo@0,5x-1](https://help.vartion.com/hs-fs/hubfs/vartion_logo@0%2c5x-1.png?width=125&height=45&name=vartion_logo@0%2c5x-1.png "vartion_logo@0,5x-1")](https://vartion.com)   Copyright © 2025, Vartion B.V.