Accelerate workflows in Salesforce and Perplexity
PixieBrix is a low-code plugin platform to accelerate customer support operations workflows.
Low-code platform
1000+ integrations
Context-aware
Extensible UI
1-click deploy, zero DevOps
SOC 2 & GDPR compliant

Launch your first acceleration

Send key data from Salesforce to Perplexity

Salesforce + Perplexity
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Log activity from Salesforce in Perplexity for reporting

Salesforce + Perplexity
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Summarize information from Perplexity for updates in Salesforce

Salesforce + Perplexity
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Power custom workflows between Salesforce and Perplexity

Salesforce + Perplexity
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Display recommended steps in Salesforce before sending to Perplexity

Salesforce + Perplexity
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Automate handoffs between Salesforce and Perplexity

Salesforce + Perplexity
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What you can send from Salesforce to Perplexity
Action Items
Conversation Summary
Created At
Company
Customer Email
Customer Name
Salesforce Case ID
Last Updated
Internal Notes
Plan / Tier
Case Origin
Order Link
Priority
Status
Region / State
Screenshot
Subject
Product Area
Ticket Description
Ticket ID
Ticket URL
Ticket Tags
Assignee
Create Date
Custom Note
Description
Due Date
Last Update Timestamp
Link
Title
How to build in PixieBrix?
Why send data from Salesforce to Perplexity

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Frequently Asked Questions

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.

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 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 integrates Salesforce with other tools by using CRM data in browser-based workflows.

Common automations include enrichment, handoffs, and downstream actions.

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