User Manual

Sign up and you’ll land on your dashboard with a 5-step setup guide: connect a data provider, connect Pipedrive, turn on auto-sync, invite a teammate, and see a real-time sync happen. Each step links straight to the right Settings section, and the guide collapses to a small "Setup complete" strip once you’re done.

You get a 7-day free trial, no card required, with every feature unlocked — including real-time sync — so you can see the full product before choosing a plan.

In Settings, connect your Pipedrive account via OAuth. This is a one-time, org-wide connection managed by the org owner. Once connected, RegiFlow can read and write Organization and Person records in your Pipedrive account according to the field mapping you choose below.

Team members can additionally link their own personal Pipedrive account. Any sync they trigger themselves then shows up under their own name in Pipedrive’s activity log, instead of the org’s shared connection.

Choose which official company registry to pull data from. Datreal covers Latvia, Lithuania, Estonia and Finland with no credentials needed, as does Brønnøysundregistrene for Norway. Firmas.lv and Lursoft both cover Latvia (Lursoft also covers Estonia and Lithuania) via their own official APIs, and Companies House covers the UK — all three require your own account credentials with that provider.

The first time you connect a registry, you’ll be asked to accept that provider’s own terms of use — RegiFlow records this consent before ever querying the registry on your behalf.

Choose exactly which registry fields — legal form, status, VAT number, business activity, and more — populate which Pipedrive fields, built-in or custom, separately for organizations and for the people (officials) attached to them. Only the fields you map get touched; anything you leave unmapped is never overwritten with a blank.

Manual sync: look up one company by registration number, or run a full sync across every Pipedrive organization that already has a registration number filled in.

Scheduled auto-sync: daily, weekly, monthly, quarterly, or a custom interval. RegiFlow only resyncs organizations that are actually due, not on every scheduled run.

Real-time sync (Professional plan): the moment a new organization is created in Pipedrive with a registration number filled in, RegiFlow fills in the rest automatically — zero manual clicks.

Embedded panel: a Custom Panel inside each Pipedrive organization record shows that organization’s sync status and a one-click "Sync now" button, without leaving Pipedrive.

Invite teammates from Settings, assign roles, and resend or cancel pending invites at any time. Removing a member is immediate and permanent — there’s no separate "deactivate" state.

Subscribe with a card via self-serve checkout, priced per seat billed annually (see Pricing), or request wire-transfer invoicing instead if that’s how your company prefers to pay.

Staying signed in: you stay logged in for up to 30 days on each device you use, unless you sign out or change your password.

Changing your password signs you out everywhere. After you set a new password through the "Forgot password" link, every device that was already signed in to that account is signed out, including any you no longer have. Sign back in with the new password. This is what makes a password change actually useful if you think someone else has been in your account.

Too many sign-in attempts: for your protection, we limit how many times a password can be tried against one account — five attempts in fifteen minutes. If you see "Too many attempts", wait about fifteen minutes and try again, or use "Forgot password" instead of guessing. Requesting a password-reset email is limited to three per hour for the same address.

Role changes apply immediately. If an owner changes someone’s role or removes them from the organization, that takes effect on their very next click — they do not stay in with their old access until they happen to log out.

Keep your Pipedrive and registry credentials to yourself. RegiFlow never asks for your password by email. If a message claiming to be from us asks for one, it isn’t from us — forward it to Regiflow@expanby.com.

Questions or issues? Email us at Regiflow@expanby.com and we’ll get back to you.