Book a meeting

UK Companies House Connector for Zoho CRM

Estimated reading: 3 minutes 368 views

The UK Companies House Connector for Zoho CRM adds a Company Check button to your Leads and Accounts. It lets you search the UK Companies House register from inside a record, pick the right company and fill your CRM fields with verified company data. This guide shows you where to find the button, how to run a check and how to map the results to your fields.

What the Company Check button does

Company Check saves your team from copying details across from the Companies House website by hand. Instead, you search by company name, select the matching company and the connector writes the details into the fields you have mapped. The result is faster data entry and fewer typing errors in company names, numbers and addresses.

Before you start

  • The connector must be installed in your Zoho CRM account.
  • You need permission to create or edit records in the Leads or Accounts module.
  • Have the company name ready. Using the registered name gives the most accurate search results.

Where to find the Company Check button

Once the extension is installed, the Company Check button appears in the Leads and Accounts modules in three places:

  • Create view, when you add a new lead or account
  • Edit view, when you update an existing record
  • Record details view, when you open a saved record

How to look up and verify a company

  1. Open the lead or account record you want to check, or start creating a new one.
  2. Click the Company Check button. A search window opens.
  3. Type the company name and click the search icon.
  4. Review the list of matching companies from Companies House.
  5. Select the correct company. Its details are loaded ready for mapping.

Tip: if several companies have similar names, compare the details shown in the results before you select one, so you do not attach the wrong company to your record.

Map Companies House data to your Zoho CRM fields

After you select a company, open the field mapping section to decide which CRM field each piece of company data goes into.

  • Automatic mapping: the extension maps common fields for you, so in most cases you can check the mapping and move on.
  • Manual mapping: you can change any mapping to suit your layout, for example if you use custom fields.

Save the verified data to the record

When you are happy with the mapping, click Submit. The verified company data is written into the mapped fields on the lead or account.

Best practice for clean company data

  • Run Company Check when a lead or account is first created, so records start with verified details.
  • Check the mapping once when you first use the extension, then keep it consistent across your team.
  • Re-run the check on older accounts before important activity such as onboarding or credit checks.

Frequently asked questions

Which Zoho CRM modules does Company Check work in?

Company Check is available in the Leads and Accounts modules, in the create, edit and record details views.

Can I choose which fields are updated?

Yes. The extension maps fields automatically, and you can change the mapping manually before you submit.

Does it work for companies outside the UK?

No. The connector searches the UK Companies House register, which covers companies registered in the United Kingdom.

Need help?

If the Company Check button does not appear or a search returns no results, contact our support team at support@thoughtlogik.com. Looking to connect Zoho CRM with other systems? See our Zoho integration services.

UK Companies House Connector for Zoho CRM - PreviousZoho ExtensionsNext - UK Companies House Connector for Zoho CRMUK DVLA Sync for CRM

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel