Enroll CRM contacts in Referral Factory 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 Referral Factory in the browser
Enroll CRM contacts in Referral Factory campaigns with one click without leaving the CRM
Surface a customer's referral link and campaign status as a CRM overlay during support or sales calls
Automate referral enrollment by pre-filling Referral Factory forms with CRM data
AI sidebar drafts personalized referral invitation emails from customer data visible in the browser
Build guided checklists that remind reps to mention referral programs at the right touchpoint
Unlike Zapier, PixieBrix works in the browser so reps can act on referral data in real time
Integrate Referral Factory with 3000+ apps
Referral Factory frustrations that cost your team hours every week
  • Manually copying customer details from a CRM into Referral Factory to enroll participants
  • Context switching between Referral Factory and CRM or support tools to check referral status
  • Repetitive data entry when onboarding multiple customers into a referral campaign
  • No easy way to surface a customer's referral link or status inside another tool during a support call
  • Inconsistent follow-up workflows — reps forget to mention referral programs during key touchpoints
  • Lack of a browser overlay that shows referral program status while working in the CRM

Chat with AI to create your first custom workflow

Draft a personalized referral program invitation email for the customer shown on this CRM page
Extract the customer details from this page and enroll them in our active referral campaign
Summarize this customer's referral activity and highlight their most recent referral outcome
Write a follow-up email thanking this customer for a referral and updating them on reward status
Based on this customer's history visible here, suggest the best time to mention our referral program
Summarize the referral campaign performance visible on this page and highlight top referrers

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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.

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.

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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