Native HubSpot Sanctions Screening Integration by sanctions.io

Seamless Compliance Screening Inside HubSpot CRM

Looking for a better way to screen contacts, companies, and deals for sanctions, PEP, and watchlist exposure directly in HubSpot? The new sanctions.io + HubSpot integration brings real-time sanctions screening directly into your CRM - making compliance faster, easier, and more secure.

No more CSV uploads. No more switching platforms. No more delays in onboarding or deal cycles.

In this guide, you’ll learn how our HubSpot integration helps you automate sanctions compliance, streamline workflows, and protect your business - without leaving HubSpot.

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Why Integrate Sanctions Screening Into HubSpot?

Most teams struggle with fragmented compliance processes. Screening customer records against sanctions lists often means exporting data to external tools or spreadsheets - creating delays, data security risks, and audit headaches.

With the sanctions.io native HubSpot app, you can:

• Run real-time sanctions checks inside HubSpot
  
• Automate screenings via workflows and triggers
  
• Review and resolve alerts without leaving your CRM
  
• Eliminate manual uploads and third-party data transfers

This means compliance becomes a native part of your customer lifecycle - not an afterthought.

HubSpot Screening Features

1. One-Click Screening for Contacts, Companies, and Deals

Easily screen any record in HubSpot - whether it’s a new lead, a customer under review, or an account in renewal.

Common Use Cases:

• SDR checks new contacts before outreach
  
• Compliance screens companies during onboarding
  
• CSMs verify accounts before contract renewals

2. Automated Sanctions Checks via HubSpot Workflows

With HubSpot automation, you can set up trigger-based screenings for contacts, companies, or deals - ensuring continuous compliance with minimal effort.

Examples of Workflow Triggers:

• Screen any newly created contact or company
  
• Re-screen existing records every 30 or 90 days
  
• Trigger a screening when a deal reaches “Contract Sent”
  
  

3. Bulk Screening: Fast, Scalable, Reliable

Need to screen your entire database or a segmented list?

The sanctions.io app supports both on-demand and scheduled bulk screenings - ideal for policy updates, audits, or mass due diligence.

• On-Demand: Perfect for cleanup projects or compliance audits
  
• Scheduled: Keep high-risk segments screened regularly
  
  

4. Integrated Match Review & Resolution Workflow

Compliance doesn’t stop at detection. Our app provides a full review and resolution process inside HubSpot.

Match Review Capabilities:

• Flag false positives with review notes
  
• Block or pause account actions pending review
  
• Track statuses and assign reviews to team members
  
• Store audit logs, comments, and decisions inside HubSpot
  

No spreadsheets. No confusion. Just a clean, auditable workflow.

5. Enterprise-Grade Performance and Customization

Whether you manage hundreds or millions of records, our HubSpot integration is designed for scale.

Performance Highlights:

• Process thousands of records in minutes
  
• Customize screening logic for your policies
  
• Monitor activity and performance with built-in reporting
  
  

Data Privacy and Security: Your Data Stays in HubSpot

At sanctions.io, we prioritize data sovereignty and compliance-grade security.

Key Security Benefits:

• Input data is hashed and processed via secure API
  
• We do not store any customer data
  
• Screening results and logs stay in your HubSpot instance
  
• No syncing to external systems - zero risk of third-party data exposure
  

Perfect for regulated industries like financial services, legal, fintech, and healthcare.

Benefits by Team

For Compliance Officers

• Complete audit trails
  
• Automated re-screening
  
• Structured workflows for easy reviews
  
  

For Sales & Support Teams

• Instant insights into customer risk
  
• No waiting for compliance approvals
  
• Faster deal cycles and onboarding
  
  

For IT & Security Teams

• No external data flow or syncing
  
• Native integration = low overhead
  
• Leverages existing permissions and controls
  
  

Get Started with the sanctions.io HubSpot Integration

The sanctions.io HubSpot integration is available to all customers.

How to start:

1. Email help@sanctions.io to enable the app
   
2. Set up your screening triggers and workflows
   
3. Train your team in less than an hour
   
4. Go live with real-time compliance inside HubSpot
   

Our Customer Success team provides full support, templates, and best practices for onboarding.

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Compliance Without Compromise - Now in HubSpot

The sanctions.io HubSpot integration gives your team the tools to screen faster, work smarter, and stay compliant - without ever leaving your CRM.

Whether you're onboarding new customers, managing existing accounts, or conducting bulk audits, our native integration ensures that sanctions compliance becomes a seamless part of your HubSpot workflow.

Want a demo or onboarding support? Contact our Customer Success team at help@sanctions.io or visit sanctions.io

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