Setup guide - HubSpot

This documentation, including images, videos and text, is accurate as of Version 5.12 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.

How to install the Pascal app in HubSpot

If you already have a Pascal environment, you need to make the HubSpot and Pascal connection from within the Integration settings in Pascal.

1. Go to the App Marketplace in HubSpot.
2. Search for Pascal in the search bar for apps.
3. Click on the Pascal app in the search results.
4. In the Pascal app marketplace page, click on the Install app button at the top right of the screen.
5. If your HubSpot account is connected to multiple HubSpot environments, you will need to select the environment you would like to connect the Pascal app to.
6. An overview is given of the app and the button Connect app at the bottom of the screen should be pressed to connect the app.
7. Now, a window will open where you can create a Pascal environment
   
   If you already have a Pascal account, you'll need to connect your HubSpot and Pascal environments from within the Integration settings in the Pascal application.
8. In this Signup form for Pascal, some information needs to be provided to create the Pascal environment to connect to HubSpot. A first name and last name need to be provided, the email address you would like to use with your account and the name of the Pascal environment you would like to use. There is also an option to choose for a free or paid organisation.
9. Select the checkbox if you agree with the statement and click on the Create organisation button.
10. Your Pascal environment is now created and linked to your HubSpot environment.

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 KYC checks are performed in 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 KYC check information in the notes from each other.

Move KYC check card

To make sure the KYC check card is monitored and visible in the HubSpot contact or company page, the card can be moved from the bottom of the right sidebar, to higher in the right sidebar.

1. Navigate to the Settings by selecting the cogwheel.
2. Click on the Objects section, and select Companies or Contacts, depending on which page you want to change.
3. Select in the top of the page, the Record customization tab.
4. Click on Customize the right sidebar and edit the Default view or the view of a specific team.
5. When editing a view, move the KYC check card to a higher position in the list.

Change this setting for both the Company and Contact pages.

View policy in Pascal

To make sure all users in HubSpot can see each other KYC checks and no duplicate checks are created, the view policy in Pascal should be changes so everyone can see all checks in the whole Pascal environment. To do this, follow the below steps:

1. Go to the Pascal website by going to https://app.pascal.vartion.com/.
2. Login to the application and click on Settings in the top right corner.
3. Click on the Policies tab in the top of the screen.
4. In the Cases card, make sure the Read rights is set to Organisation.
5. If this isn't the case, change the Read rights to Organisation, scroll down to the bottom of the screen and select the Save button at the bottom.

Add KYC check properties to contact and company information

When you add the Pascal application to your HubSpot account, athe KYC Risk propertyand isKYC Alerts properties are added to your system.

This

• The KYC Risk property indicates the risk found in the KYC checks done on your contacts and companies. This property can be added in general overviews andIt can also be overwritten by you if you do not agree with the risk given totot he entity in Pascal.
• The KYC Alerts property indicates the entityfound byalerts Pascal.during the screening or continuous monitoring. If this number is higher than 0, it indicates that there are new items which require attention to determine if it are matches or false positives.

These properties can be added in general overviews to indicate details about the KYC checks.

In below steps will be explained how you can add thisthese propertyproperties to the lists overviews of contacts and companies and how to add the property to a contact's page and company's page.

In the list overview of all your contacts and companies you can add the columncolumns KYC Risk and KYC Alerts. To add thisthese column,columns, follow the below steps:

1. Click on the Contacts dropdown in the top left of the HubSpot window and click on Contacts or Comapnies.
2. Inside the table in the top right corner, select the Actions button.
3. Then choose for the Edit columns option.
4. Here, numerous properties can be added to the contacts table overview. Search for KYC Risk.
5. Check the checkbox to include theand KYC Risk property in your table overview.
6. If you prefer, you can alter the order of the columns on the right side of the window by dragging a property up or down.
7. Click on the Apply button when you are finished.

You can add the KYC Risk property also to the company's overview. To add this column in the company's overview, follow the below steps:

1. Click on the Contacts dropdown in the top left of the HubSpot window and click on Companies.
2. Inside the table in the top right corner, select the Actions button.
3. Then choose for the Edit columns option.
4. Here, numerous properties can be added to the contacts table overview. Search for KYC RiskAlerts.
5. Check the checkbox to include the KYC Risk propertyand KYC Alerts properties in your table overview.
6. If you prefer, you can alter the order of the columns on the right side of the window by dragging a property up or down.
7. Click on the Apply button when you are finished.

Another option is to add the KYC Risk propertyand KYC Alerts properties to the contact details pageand company details pages in the About this contact section. To do this, follow the below steps:

1. Click on the Contacts dropdown in the top left of the HubSpot window and click on Contacts.
2. Inside the table, click on a contact to navigate to that contact's page.
3. On the contact's or company's page, click on the leftActions side,button scroll down to the bottom ofin the About this contact section.and About this company section on the left side. Click on the View allCustomize properties button.
4. Select in the top of this new sidebar the option Add properties.
5. Search in the search bar for KYC Risk. While hovering over the given result, select the Add to your view button on the right side. Now, theand KYC RiskAlerts canand be viewed incheck the contact'scheckbox page.next to those properties. 

The KYC Risk property

You can also be added to a company's page. To do this, followmove the belowproperties steps:

1. Click on the Contacts dropdown in the top left of the HubSpot window and click on Companies.
2. Inside the table, click on a company to navigate to that company's page.
3. On the company's page, on the left side, scroll downmore to the bottomtop of the About this companycontact section.or ClickAbout onthis company section by dragging them up.
4. Select the View all properties button.
5. Search in the search bar for KYC Risk. While hovering over the given result, select the Add to your viewSave button onwhen you are done editing the rightleft side. Now, the KYC Risk can be viewed in the company's page.sidebar.