Hi,
Does anyone know if it is possible to view and update information streamed from companies house in a crm software called “Salesforce”.
I currently have an app installed in salesforce called “reg.direct”. This allows me to view my clients info from companies house but not directly edit the information in salesforce.
To edit the info I will need to go into companies house website and edit there.
I want to be able to open salesforce, go to a clients account, view info which is being pulled from companies house and then modify the info which will update company house all from salesforce.
Guidance would be hugely appreciated.