UK territory builder that pushes accounts to Pipedrive

Build me a UK territory builder that my sales team opens whenever they need a fresh list of target accounts, instead of buying another static data list. It is a filter panel over the Companies House register with a results table, a check against Pipedrive so we can see what the team already owns, and a one action push of the companies I select into Pipedrive as organizations.

Main screen: a filter panel on the left and a results table on the right. The filters are SIC codes (multi-select, and let me paste several codes at once), an incorporation date range (from and to), company status (active, dissolved, liquidation, administration), company type (private limited, PLC, LLP and so on), and a location or postcode area. Running the search calls the Companies House Advanced Company Search operation with those filters, and I page through results using its start index and size parameters. Show the total number of matches above the table so I know how big the territory is before I start working it.

Each result row shows the registered company name, the company number, the incorporation date, the registered office address, the SIC codes, and the company status. Keep company numbers as 8 character zero padded strings, do not strip leading zeros. Paging is server side against the register, roughly 20 to 50 rows at a time.

Expanding a row hydrates that single company: call List Company Officers for the current directors (name, role, appointed date, occupation, nationality, and skip resigned officers by default), and Get Company Profile for the next accounts due date and the confirmation statement due date. Use Get Registered Office Address if the search result does not already carry a full address. This hydration is the part that has to be disciplined about rate limits: Companies House allows 600 requests per rolling five minute window per key and returns Retry-After on a 429, so only enrich on row expand or for the rows currently visible on the page, never for every hit in the result set. On a 429, back off for the returned interval and show a quiet 'catching up with the register' state on the affected rows rather than failing the whole table.

Every result on the current page is checked against Pipedrive. For each company, call Search Organizations using the company number as the search term first, since term search covers name, address and custom fields and will match a stored company number exactly. Fall back to searching the registered name, normalized (drop LIMITED, LTD, punctuation, case) as a weaker hint only. When there is a match, call Get Organization to read the owner, and badge the row 'already tracked' with the owner's name and a link through to the record in Pipedrive. A toggle hides tracked rows so a rep sees only unclaimed accounts. Be explicit in the interface that dedupe keys on company number, and that name matching is a fallback, because registered names and CRM names rarely match exactly. Pipedrive search endpoints are limited to about 10 requests per 2 seconds, so throttle these lookups and only ever run them for the visible page.

Rows have checkboxes and selection persists as I page. A push action sends the selected companies to Pipedrive. For each selected company that is not already tracked, call Create Organization with the registered name and the registered office address, writing the company number, the SIC codes, the incorporation date, and the registered address into organization fields. Let me map which Pipedrive field holds each of those values the first time I push, and remember that mapping. Then call Create Activity against each newly created organization, a dated task such as 'Research and first touch: <company name>', assigned to the user doing the push and due a configurable number of days out, so the account lands in someone's queue instead of sitting there. For a selected company that already matched an existing organization, do not create a duplicate: offer Update Organization to backfill the company number onto that record so the next check matches exactly. When the push finishes, show a per row summary of created, updated, skipped and failed, with the reason on any failure.

Saved territories: I can name the current filter set and save it. Territories are stored by the app and shared with my workspace, showing who created each one. Record, per territory and per user, the last time that person ran it. Opening a territory reruns the search with its filters and badges 'new since your last run' on every company incorporated after that user's previous run timestamp, with a count of new companies at the top. Update the stored timestamp when I explicitly rerun, keeping the previous value for the comparison during that session so the highlighting does not vanish the moment the page loads.

Export: an action that appends the current result set to a Google Sheet using Append Values, into a spreadsheet and tab I choose, honouring the active filters and the hide-tracked toggle. One row per company with the same columns as the table plus tracked status and owner, and write a header row when the tab is empty.

Two things I want the design to be honest about rather than hide. First, put a persistent note near the results explaining that the register carries no email addresses or phone numbers, so this app builds the account list and the named directors to target, not contact details. Second, wherever the tracked badge and the push confirmation appear, say plainly that matching is on company number rather than name. Do not imply the app can find emails, and do not imply name matching is reliable.

Behaviour details: cache the current result set client side so toggling hide-tracked or expanding a row does not refetch the whole search, show skeleton rows while a page loads, keep the filter panel usable while a search is running, and give empty states that suggest loosening the SIC or date filters when nothing matches.