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Configuration
Gettting the Most Out of the App
Panel
It is a seamless way to update and enrich company information directly within Pipedrive. This functionality is valuable for businesses because it:
Allows instant access to up-to-date Danish company data and financials without leaving Pipedrive
Enables quick verification and updating of CVR data for existing records
Facilitates easy addition of new Danish companies to the CRM with comprehensive information
Provides financial insights directly in the dashboard, supporting informed decision-making
Streamlines the process of maintaining accurate and current Danish company records
How Does It Work?
Click on Contacts and select the Organization option
Click on a organization.
On the left side of the window, you will see a panel under the name “Danish CVR Lookup”.
You will find two options: Search Organization. If you want to update only the CVR data, Update CVR Data. Click on “Search organization” to view the financials of the organization or add a new organization.
Once the data is updated, you will be able to see the financial data table in the dashboard.
As you click the Search organization option, a search window will pop up. You can use any Danish organization name or a valid CVR number to search for a organization.
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 Pipedrive CRM.
After the successful addition of the company, a success window will pop up and refresh the page to see the newly inserted data.