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This section on adding a company via the Company VAT app is crucial for enhancing your Pipedrive CRM with accurate, up-to-date VAT information:
  • Streamlined Data Entry: Quickly populate your Pipedrive records with official VAT data, saving time and reducing manual input errors.
  • Data Accuracy: By pulling information directly from VAT databases, you ensure that your company records are precise and compliant with current regulations.
  • Efficiency: The integration of VAT lookup within the Pipedrive interface means you can update records without switching between multiple systems.
  • Real-time Verification: Verify and update company details on the spot, particularly useful when dealing with new clients or updating existing records.
  • Compliance Support: Easily accessing and updating VAT information helps maintain compliance with tax regulations and improves the accuracy of your financial reporting.

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How Does It Work?

1
Open a company inside your Pipedrive CRM.
Adding a Company
2
On the right side of the window, you will see a CRM card named “Company VAT Lookup”. Click “Search Company”.
Adding a Company
3
A search window will pop up. Select a country and enter the VAT number or company name in the search dialogue box (use the CVR number if Denmark is selected).
4
Click “Add” for the company you want to add. This will populate all the organisation’s data into the company currently open in your Pipedrive CRM, based on the mappings you defined.
Adding a Company
5
After the successful addition, close the window and refresh the page to see the newly inserted data.
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