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Adding an Organization

1
Open an organization inside your Pipedrive CRM.
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Click on the Organization tab and enter the Name and CVR number. You can add one or multiple organisations.
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This will add all that organisation’s data — including financial data — to the organisation you have opened in Pipedrive.
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Your Pipedrive organisation will be updated with the newly inserted data.
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Find Leads

Use this feature to customise your search by location, number of employees, industry type, and organisation status to find Danish companies and add them to your Pipedrive.
1
Select Location — Choose the desired location from the dropdown based on:
  • Postal Code — Enter the specific postal code
  • Municipality — Enter the name of the municipality
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Select Comparison — Choose how you want to compare the location (e.g., equal to, not equal to).
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Number of Employees — Select a comparison operator (e.g., equal to, greater than, less than) and enter a number.
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Industry Type — Select a comparison operator and choose the industry type from the list.
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Company Status — Choose the status of the company. The default is “Normal / aktiv”.
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Click “Show Results”. The application will extract companies matching your criteria.
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Select a company and click “Create” to add it to Pipedrive. For multiple companies, click the “Create” button at the top. A new screen will appear — click “Create” again.
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Once the companies are added, you will receive a success message. Close the window.

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Search Company

Use this feature to quickly find Danish companies by CVR number or company name.
1
In the Global Search bar, enter the name or CVR number of the company you are looking for.
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Click the search icon or press “Enter” to find the company.
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Once you find the desired company, click “Create” on the right to add it to your Pipedrive CRM. You will receive a success message once added.
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For multiple companies, tick the checkbox and click “Create” at the top. A new screen will appear — click “Create” again. You will receive a success message. Close the window.
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Bulk Update

Update the information (financial data, company details, and associated contacts) of multiple companies at once.
1
Select all the organisations and click the three-dot icon at the top right corner of the page.
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Click “CVR Bulk Update”. A pop-up will appear.
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Click “Update”. All organisations with a valid CVR number will be updated.
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Panel

A seamless way to update and enrich company information directly within Pipedrive.
1
Click on “Contacts” and select the “Organisation” option.
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Click on an organisation. On the left side of the window, you will see a panel named “Danish CVR Lookup”.
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You will find two options under “Search Organisation”:
  • Update CVR Data — updates only the CVR data
  • Search Organisation — view the financials or add a new organisation
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Once the data is updated, you will be able to see the financial data table in the dashboard.
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Clicking “Search Organisation” opens a search window. Enter any Danish organisation name or a valid CVR number to search.
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Click “Add” for the company you want to add. This will add all that organisation’s data and financial data to the company currently open in Pipedrive.
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After successful addition, a success window will pop up. Refresh the page to see the newly inserted data.
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Click “Finish” when done. Your application is now ready to use.
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