FAQs - Frequently Asked Questions
IMPORTANT: Always check the mapping settings in your Pipedrive account to ensure proper data synchronization
Q: What exactly does this integration do?
This integration helps you:
Automatically fetch and validate company information using VAT numbers
Keep your Pipedrive CRM data accurate and up-to-date
Access official company data from government databases
Perform bulk updates of company information
Track data synchronization status
Q: How do I install the integration?
Click "Install Now" in the Pipedrive marketplace
Select the Pipedrive account where you want to install the app
Click "Allow and Install"
Grant the necessary permissions The app will be installed automatically on the selected account
Q: How does the mapping configuration work?
The mapping process involves:
Select your country from the dropdown menu
Review pre-mapped fields (Company Name, Address, etc.)
For unmapped fields (shown as 'Not Mapped'), click 'Actions' to assign a Pipedrive property
Create new Pipedrive properties if needed
Ensure all mandatory fields are mapped (Company Name is required for all countries)
Click 'Save Mappings' when finished
Q: What country-specific data fields are available?
Different countries have specific data fields:
Australia: state and zip code
Finland: city and language
Denmark: registration number, phone, and email
Norway: municipality, industry description, state, zip code and extra information
Switzerland: state, zip code, capital nominal
UK: capital nominal
Q: How do I find the integration settings after installation?
Find the Marketplace icon at the top of the page
Click on "My Apps"
Click on the Company VAT app
Select "Settings"
Click on "Customize Mapping"
Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?
To resolve this issue, you need to enable Products in your Pipedrive account:
Click on your profile icon in the top-right corner of Pipedrive
Select "Tools and apps" from the dropdown menu
Click on "Products"
Click the button to enable products for your company
Q: Which countries' databases does the integration support?
The integration currently supports data retrieval from:
Australia (Australian Business Registry Services - ABRS)
UK (Companies House)
Switzerland (Commercial Register)
Finland (Finnish Patent and Registration Office - PRH)
Norway (Brønnøysund Register Centre)
Denmark (Det Centrale Virksomhedsregister - CVR)
Q: How does the bulk update feature work?
To update multiple companies:
Click on "Contacts" from the left navigation menu
Click on "Organizations"
Select the companies you wish to update by checking the boxes next to them
Click on the three dots (⋮) menu at the top
Select "VAT lookup bulk update" option
The app will update the selected companies with the latest data from official VAT databases
Q: Can I create new custom properties through the integration?
Yes, you can create new custom properties by:
Find the Marketplace icon (top of the page)
Click on "My Apps"
Click on the Company VAT app
Select "Settings"
Click on "Customize Mapping"
Click on "Create new Pipedrive property"
Provide a label and name for the property
The new property will be added to your Pipedrive Company list
Q: How does VAT lookup and data updating work with VAT numbers?
You can update company data by:
Using the search window to enter either a company name or VAT number
Selecting the appropriate country first in the search window
Using the search window in the CRM card to find company matches
Adding basic company data directly to your CRM
Q: What types of company information can be synchronized?
The integration synchronizes:
Company Properties
Basic company data for all supported countries
Registration information
Address and contact details
Industry and legal information
For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.