When your HubSpot company record is matched to a Creditsafe company, you can download the official Creditsafe PDF report directly from the Creditsafe panel.
1. Open the Company Record
Go to CRM → Companies and select the company you want.
(This is the record that already has Creditsafe data populated after matching.)
2. Click “Actions” in the Creditsafe Panel
On the right-hand Creditsafe card:
- Click Actions
- Select “PDF Report” (shown as Rapport Complet in some environments)
- Click Download
This triggers a toast notification confirming the PDF has been downloaded.
3. The PDF Will Download to HubSpot Automatically
HubSpot stores the downloaded PDF so you can attach it directly to the record.
You can find it here:
- Scroll to the Attachments section
- Click Add
- Choose Existing file in HubSpot
- Select the recently downloaded PDF
Optional: Attach it to the Company Record
If you want the PDF to appear permanently in the record:
- Go to Attachments
- Click Add → Existing file in HubSpot
- Select the file you just downloaded
- It will be automatically attached to the company
You can detach it later by clicking X on the attachment.