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Reg.Direct™ Companies House Integration & Data Sync to Salesforce
Easily integrate, view and sync UK Companies House data in Salesforce
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Integration
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
Display business data live from Companies House on Account records. Includes company incorporation history, status, insolvency, director listing and filing dates. Also includes background integration sync to keep your data fields up-to-date.
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Showing 10 of 13 Reviews
Probably my favourite integration for Salesforce
I installed this 2 years ago despite being a relative novice to Salesforce at the time. It just works. It really is as simple as that - and I would recommend installing it as soon as you can once you've got your Org up and running. It will save you ages. Why do I like it? I am often asked to produce reports like "How many manufacturing companies do we supply?" or "How many retailers from Bedfordshire do we work with" or FOI requests such as "Do you work with companies in the explosives sector?" - and we can generate those instantly. Live data, pre-set visuals, updated contacts when officers join or leave a company. Good customer support, and knowledgeable people - so we went ahead and purchased some further services based on this app and we were very satisfied with that too. Would I recommend? Absolutely. Get it installed and it impresses everyone too!
Fantastic
Great app, super easy to install, no complaints and great help and support. You need this in your life.
Perfect for Company House Integration
Great APP for API into Companies House to get the data we need. Gives information on the company, allows an extra search and can pull in shareholder information. For me this is more complete than the Salesforce Labs integration - due to the shareholder data. However - what stops this being a 5 Star review is, I have an issue on create contacts from shareholders button on the visual force page. Nothing happens. I believe this is more to do with me doing something wrong - than the app itself. I have messaged support desk to assist. If I can resolve this - then it will be a big 5 star review from me.
Great integration - value out of the box!
Love this app - simple to set up and immediately gives you enriched Account information for free! Highly recommended! It would be even better if you could embed the VF page on a Lead Lightning Page, and even better still if you could include the download of CH docs to an attachment.
Love the API but need support over auto-syncing
Really appreciate the api is free and you have done a great job with the visualforce page. The support over auto-syncing is non existent though so would love to know how to ensure that part of it is setup correctly as i have about 15,000 accounts i want to sync up! Edit: changed to five stars as once i found the correct support channels they were very fast in assisting!
Hi Matthew, Apologies i did get in touch prior but i had gone through enquiries (at) which i found on some documentation or on your website. It wasn't until after writing my review here that i saw you had commented to someone else with the actual support email address. Your response was very fast - what i meant was the installation documentation doesn't have much information on sync settings, the rest of the installation documentation was great and i appreciate your help!
Pulling Companies House public data into Salesforce within 5 minutes of installing the package
Install package Follow the few steps from the video Away you go. Great work guys.
Great Little App
Easy to set up and visually appealing in both Classic and Lightning environments. Really good user experience, fast and responsive. It would be even better if there was a 'Create Lead' button to compliment the 'Create Contact' button.
Thanks for your kind comment, Paul. Feel free to reach out to my team (help at crmsuperstars dot com) regarding the 'Create Lead' button - it may be something that we could get included in a future version of the app. We have had some enquiries about making reg.direct work on the leads object too... so that could possibly to interesting too...! Thanks again for taking the time to review.
One of the most useful apps I use with Salesforce
We import company details from government data sources into Accounts & this app is really helpful at bringing in director info as contacts & the registered address. I particularly like the syncing as we use it to highlight when there is a change in registered address or name which can often show a change of ownership. Used it for 3 years now & seamless.
Great App. Does what it says on the tin and does it well.
The installation video was clear and easy to follow. The App works a treat and we now have correct companies house data mapping straight into our Accounts. Brilliant !
A little Gem of an App
Well done CRM Superstars. This is a little GEM of an App that we have used for some of our FinTech Clients who need to have quick access to Company House Information. A great feature and super easy to Install. Thanks very much!
Thanks for your kind words James - glad you like the app! 😊