ZE Companies House Assistant for Zoho CRM

Automatically import UK Beta Companies House and FCA (Financial Conduct Authority) data into Zoho CRM!

Built for: CRM Developed by: ZE Partner
  ( 4 )

The ZE Companies House Assistant extension for Zoho CRM helps you quickly and automatically import data on UK companies from Companies House and the FCA!

Fetch the correct legal name of the company, the correct registered address, the current status, the dates of past and upcoming accounts, and more from Companies House. If the company is FCA Registered, you can also find their website and phone number!

Simply use the 3 search tools as required:
- Existing Record Search: Look up details for an existing Lead, Contact, Account, or Deal using the related list "Search Companies" widget.
- New Records Search: Use the "Companies House Search" button when creating Leads, Contacts, Accounts, or Deals to search Companies House or the FCA to add to data directly to your new record!
- Companies House Bulk Search Webtab: Search for companies using criteria such as Incorporation Date, SIC Code, Location, and so much more to find thousands of Companies within seconds. Easily some or all of these results as Leads or Accounts, or export the data to CSV!

This tools brings so much additional functionality to Zoho CRM for any B2B company working with UK companies!

* requires a subscription to ZE Companies House Assistant (30 day free trial provided on installation)

Key Features:

  • Automatically import UK company data from Companies House and/or the FCA (Financial Conduct Authority)
  • Bulk Search Companies House on SIC Code, Incorporation Date, Location and so much more!
  • Quickly add new leads, accounts, contacts, and deals to Zoho CRM from Companies House search results
  • Automatically take screenshots of company listings and company officers

Tags

Deployment type Zoho platform
Published date Sep 25, 2023
Version 2.0
Latest Released date Jan 27, 2025
Category Productivity
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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