UK Companies House Connector for Zoho CRM
Company Check Extension Help Guide
Installation:
Once the extension installation is complete, a button labelled “Company Check” will be visible within the Leads and Accounts Module in the following views:
- Create View
- Edit View
- Record Details View
Accessing the “Company Check” Feature:
- Navigate to the desired lead or account record.
- In the specified views (Create, Edit, or Record Details), locate and
Click the “Company Check” button.
Data Verification Process:
- Clicking the "Company Check" button will trigger a popup window.
- In the popup window, input the company name and click the search icon/button.
- A list of company details will be displayed as search results. Select the relevant company from the list.
- Upon selecting the company from the search, The related data will seamlessly populate into the associated fields within the record, simplifying data entry and verification.
Field Mapping:
- After verifying the displayed data, proceed by clicking the mapping fields section.
- The extension auto-maps fields for efficient data population. Additionally, it allows manual mapping as per your requirements.
Data Submission:
Once mapping is completed, clicking the “Submit” button will populate the verified data into the mapped fields
