Screen new HubSpot companies against Companies House
Every time a new company lands in HubSpot, we look it up on the UK register, save a due-diligence summary to the record, and alert your team to any red flags.
HubSpot
Companies House
Slack BotSalesOperationsLead EnrichmentNotifications & AlertsData SyncTrigger this workflow with a HubSpot webhook whenever a new company is created (the company.creation event). Each time a company record lands, run a KYB (know-your-business) due-diligence check against the UK's official register and write the findings back onto the record and to your team.
First, resolve the registered entity. Take the new company's name and any UK company number already present on the HubSpot record. Run Companies House Advanced Company Search using those inputs to find the matching registered entity. If a company number is already on the record, prefer it and treat the search as confirmation. If Advanced Company Search does not return a single confident match (for example several similarly named companies, or none), do not guess a company number.
Once you have a confident match, pull the full picture from Companies House for that company number: Get Company Profile, List Company Officers, List Persons with Significant Control, and Get Company Insolvency.
Write a short due-diligence summary from what you found. Cover: registration status (active, dissolved, liquidation, etc.), incorporation date, registered office address, SIC codes (nature of business), the directors and officers, the persons with significant control (PSCs), and any insolvency history or open cases.
Write the results back to HubSpot. Use Update Company to set the confirmed company number and registration status on the record, then use Create Note to attach the full due-diligence summary, associated with that company.
Finally, post an alert to the sales or compliance channel with the Slack bot Send a Message. Lead with any red flags: a dissolved or closed status, an active insolvency or liquidation case, or missing PSC data (no persons with significant control listed). Include the company name, the confirmed Companies House number, the status, and a link back to the HubSpot record. If Advanced Company Search did not return a single confident match, do not write a company number to HubSpot and instead flag the ambiguity clearly in the Slack alert so a person can resolve it by hand.
Additional information
What does this prompt do?
- Looks up every new HubSpot company on the UK's official register to confirm it is genuinely registered and find its official details.
- Writes a short due-diligence summary covering registration status, incorporation date, registered office, nature of business, directors, and owners, then attaches it to the company record.
- Saves the confirmed company number and registration status straight onto the HubSpot company.
- Posts a Slack alert to your sales or compliance channel and highlights red flags like a dissolved company, an active insolvency case, or missing ownership data.
- Flags anything it cannot confidently match for a human to review instead of guessing.
What do I need to use this?
- A HubSpot account where new company records are created
- A free Companies House account for looking up UK-registered companies
- A Slack workspace with a channel for your sales or compliance team
How can I customize it?
- Choose which Slack channel gets the alert, such as sales, compliance, or a dedicated risk channel.
- Adjust which findings count as red flags, for example only alerting on dissolved or insolvent companies.
- Change which HubSpot company fields the confirmed number and registration status are written to.
Frequently asked questions
What is a KYB check?
Which register does this use?
What happens if it cannot find a clear match?
Will this work on HubSpot Free?
Does it cover companies outside the UK?
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