Always check the mapping settings in your HubSpot account to ensure proper data synchronization.
How do I add a company’s information to my HubSpot CRM?
How do I add a company’s information to my HubSpot CRM?
Open a company record in HubSpot, find the Company VAT Lookup CRM card, click Search Company, search by company name or VAT number, then click Add for the result you want to apply.
What exactly does this integration do?
What exactly does this integration do?
The integration helps you search official VAT sources, validate company VAT data, enrich HubSpot company records, configure country-specific field mappings, and update multiple companies in bulk.
How do I install the integration?
How do I install the integration?
Open the Company VAT Lookup app listing, choose the HubSpot account where it should be installed, and approve the requested permissions.
How does the mapping configuration work?
How does the mapping configuration work?
You choose a country, review the available VAT fields, assign them to HubSpot properties, create new properties when needed, and save the mappings.
What country-specific data fields are available?
What country-specific data fields are available?
The available fields vary by country. For example, Denmark includes registration number, phone, and email, while Australia includes state and zip code, and Finland includes city and language.
How do I find the integration settings after installation?
How do I find the integration settings after installation?
In HubSpot, open Connected apps, select the Company VAT app, choose Go to settings, and then click Customize Mapping.
Which countries’ databases does the integration support?
Which countries’ databases does the integration support?
The source page lists support for Denmark, United Kingdom, Sweden, Australia, Norway, Switzerland, and Finland.
How does the bulk update feature work?
How does the bulk update feature work?
Open the Bulk Update screen, review or search the list of companies, select the records you want to update, click Bulk update, and confirm the update.
Can I create new custom properties through the integration?
Can I create new custom properties through the integration?
Yes. The mapping window includes a Create a new HubSpot property option when a required field does not already exist in HubSpot.
How does VAT lookup and data updating work with VAT numbers?
How does VAT lookup and data updating work with VAT numbers?
You select the country, search by VAT number or company name, and then add the matching company data to the current HubSpot company record based on your saved mappings.
What types of company information can be synchronized?
What types of company information can be synchronized?
The app can synchronize company identifiers, company name, country, address, legal and industry details, registration date, status, and other country-specific fields depending on the selected source country.
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