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Salesforce

Bring Salesforce data into every workflow. PixieBrix lets you view account context, update records, and surface related opportunities from anywhere in your browser. PixieBrix connects directly to Salesforce and brings the right customer context into whatever tool the user is already in. A support agent can open a ticket and immediately see the customer’s renewal date, active opportunities, and account owner. A PM viewing a bug report in Jira can instantly understand the customer impact. A CSM reading an email can log the activity back to Salesforce without leaving their inbox.

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Overview

Bring Salesforce data into every workflow. PixieBrix lets you view account context, update records, and surface related opportunities from anywhere in your browser. PixieBrix connects directly to Salesforce and brings the right customer context into whatever tool the user is already in. A support agent can open a ticket and immediately see the customer’s renewal date, active opportunities, and account owner. A PM viewing a bug report in Jira can instantly understand the customer impact. A CSM reading an email can log the activity back to Salesforce without leaving their inbox.

Actions

PixieBrix enables three CRM patterns throughout the browser:

  • Update customer info - adjust fields, add notes, change status, or log activity from whatever tool you’re already using.
  • Surface customer 360 - reveal account details, contacts, case history, ownership, and recent activity in context.
  • Show related deals - expose open opportunities, renewals, expansions, and past deal activity right beside the work.

These patterns appear naturally inside Zendesk, Gmail, Slack Web, Jira, Confluence, analytics dashboards, and internal sites.

Benefits

Salesforce becomes a living data layer available everywhere. Users no longer tab-hop just to confirm a detail or make a quick update. Context appears automatically and updates happen in the moment, improving quality and alignment across sales, support, and product.

  • Teams save time because Salesforce context follows the workflow instead of interrupting it.
  • Data accuracy improves because updates happen right where new information appears.
  • Customer conversations, product decisions, and support actions are all grounded in the same current CRM truth.
  • Salesforce remains the source of record, while PixieBrix becomes the layer that distributes that insight across every tool in the browser.