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Workflow Tutorials for HubSpot Integration

Learn how to automate sanctions screening directly within HubSpot using workflows. The videos below walk you through real examples and step-by-step setup guides.

Before you begin, make sure you have the sanctions.io HubSpot app installed and connected to your account.

Topics Covered

→ Screen Companies on Qualified Deals – Workflow Overview

→ How to Build a Company Screening Workflow for Qualified Deals

→ How to Build a Contact Screening Workflow for Qualified Deals

→ How to Notify Owners, Escalate, and Resolve Sanctions Alerts

 

Screen Companies on Qualified Deals – Workflow Overview

Get a quick look at how a company screening workflow works in practice. This short video walks through a live example of a workflow that automatically screens a company when an associated deal is qualified.

2 min · Walkthrough

 

How to Build a Company Screening Workflow for Qualified Deals

Follow along as we build the workflow for "Screen Companies on Qualified Deal" from scratch. By the end, you'll have a fully configured automation that triggers a company sanctions screen whenever a deal reaches the qualified stage.

3 min · Step-by-step

 

How to Build a Contact Screening Workflow for Qualified Deals

In this tutorial, we walk through building the "Screen Contacts on Qualified Deals" workflow step by step. This workflow automatically screens the contacts associated with a deal as soon as it reaches the qualified stage.

3 min · Step-by-step

 

How to Notify Owners, Escalate, and Resolve Sanctions Alerts

Learn how to set up a workflow that notifies the company owner when a sanctions result requires a decision. This video also covers how to escalate with follow-up reminders, trigger additional actions, and unenroll the record once all decisions have been cleared.

7 min · Step-by-step

 

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