You can search by Contact or Company. The app will be pre-filled with company or contact name. The search results returned are an exact match to the Companies House website.

If you've already saved the Contact or Company then when you click the LookUp button you'll be taken straight to the listing.

By default your properties are visible by clicking "View all properties" in you Contact or Company record.

To show properties in the Contact or Company record page for just yourself - you can tick the "Add to your view" button when viewing a property.

To show properties elsewhere head to - Settings > Data Management > Properties > "Records customization" - read more on HubSpot's Knowledge Base

To save a contact - just press "Save to HubSpot" - you'll be asked to confirm that you're making a link between the contact you opened the app from, and the person you're viewing on the app. If you've browsed to a different person on the app, you can just click "Add New" to add them as a separate contact.

Once you've saved a contact - you can then save any Companies listed against them. Remember, HubSpot only supports a single Company per Contact, so you'll be prompted if there's already a Company attached.

Contact records at Companies House are only related to appointments at companies - because of this the data we return is the data from the most recent appointment.

Remember that once you save a contact, it's not updated automatically if Companies House changes. However, we do store a "Last updated" property inside HubSpot so you can check the data.

To save a company - just press "Save to HubSpot" - you'll be asked to confirm that you're making a link between the company you opened the app from, and the company you're viewing on the app. If you've browsed to a different company on the app, you can just click "Add New" to add them as a new company.

Once you've saved a company - you can then save any contacts listed against them - if you do this via the company screen, they'll be linked to the company.

Remember that once you save a company, it's not updated automatically if Companies House changes. However, we do store a "Last updated" property inside HubSpot so you can check the data.