Clip leads and auto-fill Workbooks CRM from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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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 Workbooks CRM in the browser
Clip a lead from any webpage (LinkedIn, company website, event page) directly into a Workbooks contact or opportunity record with one click
Add in-browser automation to bridge the integration gap, connecting Workbooks to tools not covered by native connectors
Pull external account, billing, or ERP data into Workbooks records without leaving the CRM view
Pre-fill opportunity fields from page context to reduce manual entry for sales reps updating records from calls or emails
AI Copilot sidebar available in Workbooks to draft follow-up emails, summarize account history, or suggest next actions
Works as a browser extension, requiring no Workbooks admin changes or custom PHP development
Integrate Workbooks CRM with 3000+ apps
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Workbooks CRM frustrations that cost your team hours every week
  • Cumbersome API and limited out-of-the-box integrations mean users manually copy data between Workbooks and other tools (email, LinkedIn, marketing platforms)
  • Context switching between Workbooks, email, and external data sources to gather information before updating CRM records
  • One user reported needing to sign into three separate Workbooks windows across multiple screens — managing context across sessions is disjointed
  • No native web clipper to capture a lead from a website or LinkedIn and populate a Workbooks contact or opportunity record
  • Custom reporting is unintuitive — users must manually cross-reference data from multiple Workbooks views
  • Limited automated lead routing without custom PHP development
  • Pulling external account data (from finance tools, billing, or ERP) into Workbooks records requires manual entry or expensive custom integrations

Chat with AI to create your first custom workflow

Extract the contact name, company, job title, and email from this page and create a new Workbooks CRM lead record
Clip Lead
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Summarize the key account information visible on this page into a Workbooks account brief
Account Summary
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Based on this Workbooks opportunity record, draft a concise follow-up email for the sales rep to send
Follow-Up Email
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Extract the latest deal details from this page and suggest updates to the Workbooks opportunity fields
Opportunity Update
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Based on the conversation or meeting notes on this page, draft a Workbooks activity log entry
Activity Log
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Summarize the open opportunities shown on this Workbooks page by stage and flag any deals with no recent activity
Pipeline Review
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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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