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. Firmas.lv covers Latvia specifically, via the official LURS-XML API, and requires your own Firmas.lv account credentials.

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 with a country-coverage tier, or request wire-transfer invoicing instead if that’s how your company prefers to pay.

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