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Leads & sales

Companies House lookups for new client enquiries

Companies House lead enrichment takes the company named on a new enquiry and looks it up on the public register. It adds the company’s details, officers and upcoming filing dates to your CRM, and highlights any accounts or confirmation statement that is close to due or already late.

An example of how the studio would build it. No live services are connected.

From a new enquiry to a client record with the facts filled in.

  1. Step 01

    Enquiry received

    A business submits the enquiry form with its name, its company number if known, and the services it is asking about.

  2. Step 02

    Company found

    Search the Companies House register and match the company by number, or by name and registered postcode when no number is given.

  3. Step 03

    Record completed

    Add the registered office, incorporation date, SIC codes, officers and accounting reference date to the company in HubSpot.

  4. Step 04

    Deadlines checked

    Compare the next accounts and confirmation statement due dates with today and mark any that are close or overdue.

  5. Step 05

    Adviser notified

    Send the enquiry, the company summary and any deadline warnings to the person who will make the first call.

The result

Every first call starts with the company’s facts already in the CRM.

The lookup only reads public register data and never files anything. If more than one company could match, the record is left for a person to confirm rather than guessing.

Before we connect it.

Where this is useful

Useful for accountants, bookkeepers and business advisers whose new clients are mostly limited companies, and who check the register by hand before every call. A sensible first version fills in the CRM record and sends a summary to the person taking the call, without changing any existing client records.

What we need to connect

  1. 01A Companies House API key, issued when you register an application on its developer site, and an enquiry form that asks for the company name and, ideally, the company number.
  2. 02Access to your CRM to create and update companies and contacts, with fields agreed for the details you want to keep.
  3. 03Your rules for which deadlines are worth flagging, and who should hear about new enquiries for each service you offer.

What needs careful handling

Sole traders and most partnerships are not on the register, so the form asks what kind of business it is and skips the lookup when there is nothing to find. Similar company names are common, so a match is only automatic when the company number is given or the name and postcode agree, and anything else is left for a person to confirm. The register can lag behind recent filings, so flagged dates are treated as a prompt to ask the client, not as the final word.

Questions people ask.

Is it acceptable to use Companies House data like this?

Companies House publishes the register and offers an API so that others can look companies up. Officer details are still personal data, so they should be covered by your privacy notice and kept only while they are useful for the work you are quoting for.

Can it also check the people behind the company?

It can read the officers and people with significant control that Companies House lists, which is a useful starting point. It is not an anti-money laundering check, so your usual client due diligence still applies before you take the work on.

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