Log activity and update Planhat health scores from any tab
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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 Planhat in the browser
Log Planhat activities, notes, and tasks in one click from any webpage (support tickets, LinkedIn, product dashboards, or email) without leaving your current tab
Pull CRM account data (Salesforce, HubSpot) directly into Planhat records using a browser sidebar, eliminating the need to open a second app just to copy a field value
Overlay Planhat account health and customer context on top of any tool your team already uses (support desk, billing portal, or internal wiki) so CSMs always have the full picture
Clip renewal risk signals, churn indicators, or support escalations from any webpage and push them into Planhat as notes or tasks in a single action
Pre-fill Planhat templates with data extracted from the current page, eliminating repetitive copy-paste and reducing errors in health score inputs
Unlike Zapier or iPaaS integrations, PixieBrix runs in the browser: it works on any webpage, triggers instantly on user action, and requires no API setup or background sync to maintain
Integrate Planhat with 3000+ apps
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Planhat frustrations that cost your team hours every week
  • CSMs must switch between Planhat and Salesforce (or HubSpot) constantly — one platform for quoting and opportunity data, another for CS work — with no unified view
  • Logging call notes, emails, and activity in Planhat requires leaving whatever page the CSM is already on (support ticket, LinkedIn, product analytics)
  • Health scores and custom fields require manual updates because data from external pages (usage dashboards, support tools, ad-hoc spreadsheets) isn't connected
  • Pulling account context from a support ticket or CRM record into a Planhat note or task means copy-pasting across tabs
  • Creating or updating a Planhat record from a web page (e.g., clipping a renewal risk signal from a Zendesk ticket) requires navigating away and re-entering data by hand
  • Email template workflow is rigid — users have to compose in Planhat or copy-paste content from their email client, causing formatting issues on the recipient's end
  • CC'ing teammates on Planhat emails requires manually typing addresses every time due to limited native CC functionality

Chat with AI to create your first custom workflow

Extract the key points from this page and create a Planhat activity log entry for the relevant customer account
Log Activity
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Review the content on this page and summarize any churn risk signals or escalation indicators for this customer account
Summarize Account Risk
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Based on the customer data visible on this page, draft a QBR agenda with key topics, wins, and areas of concern
Draft QBR Agenda
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Extract the customer name, issue summary, and next steps from this support ticket and format it as a Planhat note
Clip to Planhat
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Review the usage data on this page and suggest what health score dimensions should be updated for this account and what values to use
Health Score Update
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I'm viewing a Planhat account — fetch the matching Salesforce opportunity or HubSpot contact and show me the latest deal stage and owner details
Pull CRM Context
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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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