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Configuring Watchlists in HubSpot

sanctions.io for HubSpot screens contacts and companies against 75+ global sanctions lists and watchlists, covering every major jurisdiction worldwide. This article explains how to manage your watchlist selection to keep your screening configuration aligned with your compliance requirements.

Default behavior: all lists are enabled

When you install the integration, all available watchlists are enabled by default. Every screening you run will check your contacts and companies against the full set of lists active in your portal.

You can deselect lists that are not relevant to your business at any time. We recommend consulting your compliance team before making changes to your watchlist selection.

 

How to configure your watchlist selection

  1. In HubSpot, go to Settings → Integrations → Connected Apps → sanctions.io for HubSpot
  2. Open the List Selection settings
  3. Lists are displayed by region, toggle off any lists that do not apply to your compliance requirements
  4. Save your changes

Your selection applies to all screenings run from your portal, manual, workflow-based, and scheduled.

Watchlist coverage and update frequency

All watchlists are refreshed every 60 minutes. The integration automatically pulls the latest version of each list every time a screening runs; no action required on your end.

To learn more about the sanctions lists and watchlists we cover, visit Watchlist Coverage.

 

We're here to help!

If you have any questions or require further assistance, please don't hesitate to reach out to our support team.