Within HubSpot, you can merge Creditsafe data to your HubSpot Companies. To do this, you can follow this interactive demonstration, or follow the below steps.
- In the HubSpot platform, click on the Companies in the menu bar
- You can use the search box to search for companies, or find your Company in your Company List
- When you click on the Company, the Company details will show on the left side of the screen
- To Merge your Company to Creditsafe data, click on the blue Match button
- Any suggested matches for the Company will appear
- Click on the Actions button on the top right of the suggested match
- Click on Merge
- The HubSpot Company will now be merged with Creditsafe data