Request additional modules and integrations
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Describe the business outcome for a module or integration request and send it for review.
Where to goMy Account → My Apps / Software → Additional Modules / Integrations
Before you startA request is reviewed by Pixie CRM; selecting a catalogue item does not instantly install or activate it.
Follow these steps
- Open Additional Modules or Integrations in My Apps / Software.
- Use the catalogue search, categories or pagination to find the relevant item.
- Choose the item’s request action.
- Enter your Business objective and Requirements. Explain the workflow, systems involved and the outcome you want.
- Choose Submit request and check the confirmation. Follow the request through the information supplied by Pixie CRM.
Details that matter
Useful integration detailsGive the product name, the information to exchange and the direction of the flow. Do not paste passwords, secret keys or verification codes into the request.
Scope and costAvailability, supported access, delivery and any additional charges need confirmation for your request.
Common questions
Does requesting a module start a charge?
The request form submits the requirement for review. Use the confirmed scope and commercial terms to understand any charges.
What if the exact integration is not listed?
Use API access to describe a bespoke integration requirement or contact support.
Related help
Was this guide useful?Your response is stored only in this browser.