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Pipedrive

Pipedrive is a visual sales CRM used by sales teams to track deals, manage leads, and keep pipelines moving through clear, activity-based processes. It emphasizes deal visibility, automation, and forecasting so teams know exactly what to do next to close revenue.

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Overview

Reps and success teams rely on Pipedrive to keep pipelines healthy, but most of the work around deals happens outside the CRM - in email, support tools, Slack threads, product dashboards, research tabs, or internal systems. PixieBrix connects directly to Pipedrive and turns it into a browser-wide CRM layer. Users can see the customer’s history, open deals, and owner information from any app, update fields in place, or capture new information the moment it appears. Pipedrive remains the system of record; PixieBrix makes it effortlessly accessible in every workflow.

Actions

Update Customer Info Anywhere

Users can update fields, add notes, change deal stages, adjust next steps, or log activity from Zendesk, Gmail, or any browser-based tool. Updates happen the moment new context appears.

Surface Customer 360 Across the Browser

PixieBrix displays Pipedrive context - contact details, account info, lifecycle, owner, past interactions, and activity history - wherever the user is working. This eliminates the need to open the CRM just to understand who the customer is.

Reveal Related Deals in Context

Open opportunities, renewals, expansions, and past deal history appear automatically next to the task at hand, whether the user is viewing a support ticket, a Slack conversation, a feature request, or a product dashboard.

Benefits

CRM Context Follows the Workflow

Teams don’t stop to hunt for Pipedrive info. They see who the customer is, what they own, and where they are in the pipeline right from their current tool.

Cleaner, More Accurate CRM Data

Because edits and notes are captured when insights appear, deal records stay fresher and more complete - without reps needing to “update the CRM later.”

Better Collaboration Across Sales, Support, and Product

Everyone works from the same customer truth, no matter which tool they live in day-to-day.

Reduced Context Switching

The browser becomes a unified workspace. Pipedrive becomes ambient. Work moves faster.

Improved Customer Experience

Agents respond with more relevant context, CSMs spot risks and opportunities earlier, and sales teams stay aligned with product and support - all because the right CRM information appears everywhere.