Route Chatforma chatbot leads to your CRM from any page
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate Chatforma in the browser
Log Chatforma submissions to your CRM or project tool with one click, no copy-pasting
Build in-browser automations that bridge Chatforma with any tool in your stack
Surface chatbot form results in a sidebar alongside your downstream apps
AI Copilot can process and reformat chatbot responses for downstream use
Trigger task creation or lead logging directly from Chatforma conversation views
Unlike background iPaaS tools, PixieBrix works live in the browser in real-time
Integrate Chatforma with 3000+ apps
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Google Sheets stores shared data, trackers, reports, and workflows.
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OpenAI provides leading AI models for text, reasoning, and automation.

Don’t see the integration you’re looking for? Check out our popular integrations.

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Chatforma frustrations that cost your team hours every week
  • Manually copying chatbot-collected data to CRMs, spreadsheets, or task tools
  • No streamlined way to trigger follow-up actions from chatbot results
  • Context switching between Chatforma and other tools to process collected data
  • Repetitive manual work escalating chatbot conversations to human workflows
  • Lack of real-time integration with niche internal tools
  • No in-browser shortcut to create records from chatbot form submissions
  • Difficulty getting chatbot outputs into reporting without manual export

Chat with AI to create your first custom workflow

Extract the submitted data from this Chatforma conversation and log it to my CRM
Log Form Submission
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Turn the action items from this chatbot form into tasks in my project management tool
Create Follow-Up Task
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Summarize this Chatforma chat and ask me which support desk I use, then file a ticket
Escalate Conversation
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Look at the responses in this Chatforma session and identify trends or common themes
Analyze Responses
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Based on this chatbot form submission, draft a personalized follow-up email response
Draft Reply
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Extract lead information from this Chatforma conversation and save it to my sales pipeline
Clip Lead Data
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.