Update Companies via HubSpot CRM Card

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Update Companies via HubSpot CRM Card

Table of Content

Table of Content

It is a seamless way to update and enrich company information directly within HubSpot. This functionality is valuable for businesses because it:

  1. Allows instant access to up-to-date Danish company data and financials without leaving HubSpot

  2. Enables quick verification and updating of CVR data for existing records

  3. Facilitates easy addition of new Danish companies to the CRM with comprehensive information

  4. Provides financial insights directly in the dashboard, supporting informed decision-making

  5. Streamlines the process of maintaining accurate and current Danish company records

How Does It Work?

  • Click CRM and select the Companies option

    HubSpot to Danish CVR Integration
  • Click on a company.

    Hubspot Danish CVR Integration
  • On the right side of the window, you will see a CRM card under the name “Danish CVR Lookup”.

    HubSpot to Danish CVR Integration
  • You will find two options: Search Company and Actions. If you want to update only the CVR data, Click Actions > Update CVR Data. Click on “Search Company” to view the financials of the company or add a new company. 

    HubSpot to Danish CVR Integration
  • Once the data is updated, you will be able to see the financial data table in the dashboard.

    HubSpot to Danish CVR Integration
  • As you click the Search Company option, a search window will pop up. You can use any Danish company name or a valid CVR number to search for a company.

    HubSpot to Danish CVR Integration
  • Click on the Add button for the company that you want to add. This will add all that organisation’s data and financial data that you are searching for - to the company that you have currently opened in your HubSpot CRM.

    HubSpot to Danish CVR Integration
  • After the successful addition of the company, close the window and refresh the page to see the newly inserted data.

Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?
Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?
Q: Why did my workflow fail with the error, "No. must have a value in Sales Header... It cannot be zero or empty," when trying to create an order in Business Central?

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