IMPORTANT: Always check the Notes section in your HubSpot CRM to view the status of company data synchronization.

Q: What exactly does this integration do?

This integration helps you:

• Sync Danish company data from virk.dk to your HubSpot CRM

• Search and add Danish companies using CVR numbers or company names

• Access comprehensive financial data for Danish companies

• Use advanced search filters (location, employee count, industry type)

• Automatically create associated contacts for companies

Q: I have installed the app, but how do I add/update company data now?

You have two options:

• Use the "Search Company" option in the Danish CVR Lookup card in HubSpot

• Use the"Update CVR Data" option in the Danish CVR Lookup card in HubSpot to update existing information.

• Use the "Search Companies" option available in the settings of the app under connected apps.

  
  

  Don't forget to check the company notes after the integration runs.

Q: I do not want to create contacts automatically when adding companies. Is there any other way?

Yes, you can disable the "Create Contacts" checkbox under "Customized Mappings" > "Contact Field Mappings". You can always enable it later if needed.

Q: I am unable to update some specific company data using this app but it's not working. What should I do?

The integration fetches data from virk.dk (Danish Central Business Registry) . If any specific data is unavailable, you can cross check it with virk.dk

Q: What if a company is not found in the search results?

If you can't find a company, try:

• Searching with the exact CVR number

• Checking if the company information is available in virk.dk

• Contacting support@cloudify.biz if you believe this is an error

Q: What if financial data is not showing for a company?

Check:

• If the company has financial data available in virk.dk

• Your field mappings in the integration settings

• Note that some companies might be exempt from financial reporting requirements

Q: I have mapped the fields but I can't see the data in HubSpot

Check:

• Your field mappings in the app settings

• If all required fields are properly mapped

• Contact support@cloudify.biz if issues persist

Q: I don't have access to HubSpot Workflows. What should I do?

HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?

There are multiple ways to do so:

1. Manually open each company/org or contact/people in Hubspot respectively and click on "Update" in the CRM card.

2. Using contact/company based workflows in Hubspot apps

Q: What if I don't want to manually go to each company or contact and update it?

In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.

Q: Will I be charged if the integration fails due to a setting error at my end?

No. Failed integration attempts are not counted towards your usage limits. You will only be charged when you successfully create or update a company.

Q: How can I perform a bulk update of company data?

To perform a bulk update:

1. Go to Settings > Integrations > Connected Apps

2. Click on 'Bulk Update'

3. Select the companies you want to update

4. Click on 'Bulk Update'

Q: The synced company data is missing some information, how can I correctly update this information?

• Go to Connected Apps in HubSpot Settings

• Navigate to sync settings

• Review and update your field mappings

• Save your changes, perform an individual update or a bulk update

Q: How do I find leads with this application?

Use the 'Find Leads' option in the app settings to customise your search by location, number of employees, industry type, and company status to find different Danish companies.

Q: How do I update the financial data from virk.dk in HubSpot?

Go to a company in HubSpot and click on "Update CVR Data" option from the Danish CVR Lookup card. This will update the financial data for that particular company from virk.dk.

For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.