Pull CRM and project data into Operating from any tab

Use PixieBrix to customize and automate any tool you already use, right in your browser.

3000+ Integrations

AI Automation

SOC 2 & GDPR compliant

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Free for individuals. No CC required.

Get started for free

Free for individuals. No CC required.

Trusted by Individuals and Enterprises

"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 Operating in the browser

Clip a closed deal from HubSpot or Salesforce and pre-fill a new project in Operating in one click, with no manual re-entry of client or scope details

Pull a consultant's skills, availability, or current allocations from Operating into any tab (proposals, emails, or slide decks) without switching views

Trigger time log entries in Operating directly from the tool where work happened (support desk, ticketing system, or email), reducing missed hours

Overlay project status or utilization data from Operating onto any internal page (briefings, dashboards, or CRM records) so context travels with you

Enforce consistent project intake templates by auto-populating Operating fields from existing deal or client records when creating new projects

Works as a browser extension with no Operating admin access required. No IT ticket needed to deploy.

Operating frustrations that cost your team hours every week

Manually copying project details from CRM or email into Operating when a deal closes — a time-consuming handoff prone to transcription errors
Context switching between Operating, CRM (e.g., HubSpot), and a project management tool to assemble a full picture of a client engagement
No quick way to create a new project or resource request in Operating while reviewing a proposal or Slack message in another tab
Pulling a consultant's skills and availability out of Operating to share in an email or proposal document requires manual copy-paste
Logging time in Operating after work is done in another tool (e.g., a ticketing system or email) — consultants must retrace their steps to enter hours accurately
Updating staffing allocations in Operating when project scope changes are communicated across email, Slack, or a separate PM tool
Inconsistent project intake — fields left blank or mismatched because there is no structured way to pre-fill a new project from existing source data

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Extract the deal name, client, scope summary, and start date from this CRM page and create a new project in Operating with those details pre-filled

Clip Deal to Project

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Summarize the current utilization and availability of the team shown on this Operating page into a short briefing I can paste into an email

Summarize Utilization

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Based on the project brief on this page, suggest a staffing plan with roles, estimated hours, and skills needed to enter into Operating

Draft Staffing Plan

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I just finished work described on this page — draft a time log entry with a description and estimated hours I can submit in Operating

Log Time Entry

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Extract this consultant's skills and current project allocations from Operating and format them as a short bio for a proposal document

Pull Consultant Bio

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Compare the original project scope on this page with the current task list and flag items that appear out of scope so I can update Operating

Flag Scope Creep

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Frequently Asked Questions

Who is PixieBrix for?

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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What is PixieBrix?

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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How does PixieBrix work?

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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"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

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