Pipedrive App User Guide

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How to install the Pipedrive App.

Click on Marketplace from within Pipedrive and search for “Red Flag Alert” and installs the App.


Click the link: https://www.pipedrive.com/en/marketplace/app/red-flag-alert-company-credit-check-b-2-b-leads/481afa3fdc0242a9

How to access the APP

Click on any organisation record, then click on the “Red Flag Alert App” button.


Option: Update organization’s name

If this is set to “ON”, (by default its ON), when you perform a credit check the organisation name will be overwritten.

Option: Update organization’s address

If this is set to “ON”, (by default its ON), when you perform a credit check the organisation address will be overwritten.

Option: Leads create lead for organisation

This option allow you automatically generate a Lead record for each Organisation created.


Auto enrichment of organization records with Red Flag Alert Data.

How it works

When you create or import records into your CRM with valid company numbers, the records will automatically be updated with Red Flag Alert Data.

When the create contacts for organizations switch is on, using the email or website, our app will create contacts and associate them to the organization.

CREDITS: Each organization enrichment will be one credit, if you have no credits, no enrichment will be done.

COMPANIES - Switching Auto Enrichment on/off (Default OFF)

• Open the App, click on “Settings” button.

• Click On/Off button for “Auto Enrichment Organizations

Create contacts for organisations on/off (Default OFF)

• Open the App, click on “Settings” button.

• Click On/Off button for “Auto Enrichment: Create contacts for Organizations”.


If auto enrichment is disabled, ask you Red Flag Alert Account Manager, about enabling it.


Update the organisation RFA custom fields.

Search Button

You can search by company name or company number.

Refresh Data Button

Updates all RFA data for this organisation.


The user can create contacts/persons and will be associated to the organisation.

Search Button

Search for contacts using the domain name.


Create new organisation records, with the option to create persons (contacts) associated to the organisation.

Field: New record owner

The user can assign the new organisation records to another user within their CRM. Default to current user.

Field: Create Organisation contacts

If this option is ON, new persons (contacts) records will be created.

Scheduler List

Displays all the find lead campaigns you have created.

Pipedrive Custom Fields create by the App


• RFA Company Number

• RFA Rating

• RFA Credit Limit

• RFA Turnover

• RFA Creditor Days


• RFA CCJs Amount

• RFA Net Worth

• RFA Latest Action

• RFA Cash In Bank

• RFA Incorporation Date

• RFA Email

• RFA Phone

• RFA Employees

• RFA SIC Codes

• RFA SIC Description

• RFA Website

• RFA Directors

• RFA SIC Group Description

• RFA Last Filed Accounts

• RFA Company ID

• RFA Campaign Name


1. RFA Position

2. RFA Social URL

If you have any further questions, please reach out to our Support Team via Contact Us.