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CRM

CRM Fax: Integrate Fax with Salesforce, HubSpot, Pipedrive

Fax.Plus makes faxing easy directly from your CRM system. Whether you're using Salesforce, HubSpot, Zoho or Pipedrive, our integration helps you quickly send and receive faxes without leaving your CRM platform.

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CRM Faxing

Fax.Plus CRM Integration

All Fax Functions In Your Own App

Automate and Simplify Workflows

Automate fax tasks to save time, reduce errors, and boost productivity. Automatically send confirmation or follow-up faxes when updating customer or patient data in your CRM.
Extremely Secure Solution

Ensure HIPAA-Compliant Faxing

Safely send sensitive patient information (PHI) directly from your CRM. Perfect for healthcare providers needing secure, compliant faxing for patient referrals, lab results, and medical records.
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Enhanced Record-Keeping

Store sent and received faxes directly within your CRM for easy tracking and improved documentation accuracy.

Powerful Fax API for CRMs

Fax.Plus provides a robust yet simple-to-use fax API compatible with popular development platforms like JavaScript, Node.js, Ruby, Python, and Java. Easily authenticate using OAuth 2.0 or personal access tokens (PATs) and integrate comprehensive fax capabilities into your software.

Utilize our detailed API documentation to create customized fax solutions, leverage RESTful APIs, and integrate real-time notifications through Webhooks.

1const axios = require('axios');
2const OutboxApiFp = require('@alohi/faxplus-api').OutboxApiFp;
3const Configuration = require('@alohi/faxplus-api').Configuration;
4
5const config = new Configuration({
6    accessToken: accessToken,
7    basePath: 'https://restapi.fax.plus/v3',
8    // Header required only when using the OAuth2 token scheme
9    baseOptions: {
10        headers: {
11          "x-fax-clientid": clientId,
12        }
13    }
14});
15
16async function sendFax() {
17    const reqParams = {
18        "userId": '13d8z73c',
19        "payloadOutbox": {
20            "comment": {
21                "tags": [
22                    "tag1",
23                    "tag2"
24                ],
25                "text": "text comment"
26            },
27            "files": [
28                "filetosend.pdf"
29            ],
30            "from": "+12345667",
31            "options": {
32                "enhancement": true,
33                "retry": {
34                    "count": 2,
35                    "delay": 15
36                }
37            },
38            "send_time": "2000-01-01 01:02:03 +0000",
39            "to": [
40                "+12345688",
41                "+12345699"
42            ],
43            "return_ids": true
44        }
45    }
46    const req = await OutboxApiFp(config).sendFax(reqParams);
47    const resp = await req(axios);
48}
49
50sendFax()
from faxplus import ApiClient, OutboxApi, OutboxComment, RetryOptions, OutboxOptions, OutboxCoverPage, PayloadOutbox
from faxplus.configuration import Configuration

outbox_comment = OutboxComment(tags=['tag1', 'tag2'],
    text='text comment')

retry_options = RetryOptions(count=2, delay=15)

outbox_options = OutboxOptions(enhancement=True, retry=retry_options)

outbox_cover_page = OutboxCoverPage()

payload_outbox = PayloadOutbox(from='+12345667',
    to=['+12345688', '+12345699'],
    files=['filetosend.pdf'],
    comment=outbox_comment,
    options=outbox_options,
    send_time='2000-01-01 01:02:03 +0000',
    return_ids=True,
    cover_page=outbox_cover_page)

conf = Configuration()
conf.access_token = access_token
# header_name and header_value required only when using the OAuth2 token scheme
api_client = ApiClient(header_name='x-fax-clientid', header_value=client_id, configuration=conf)
api = OutboxApi(api_client)
resp = api.send_fax(
    user_id='13d8z73c',
    body=payload_outbox
)
<?php

require 'vendor/autoload.php';

$headers = array(
    'Accept' => 'application/json',
    'Authorization' => 'Bearer {access-token}',
    // The x-fax-clientid header is required only when using the OAuth2 token scheme
    'x-fax-clientid' => '{client ID}',
);

$client = new GuzzleHttp\Client();

// Define array of request body.
$request_body = ...;  // See request body example

try {
    $response = $client->request('POST','https://restapi.fax.plus/v3/accounts/{user_id}/outbox', array(
        'headers' => $headers,
        'json' => $request_body,
        )
    );
    print_r($response->getBody()->getContents());
 }
 catch (GuzzleHttp\Exception\BadResponseException $e) {
    // handle exception or api errors.
    print_r($e->getMessage());
 }

 // ...
package main

import (
       "bytes"
       "net/http"
)

func main() {

    headers := map[string][]string{
        // The x-fax-clientid header is required only when using the OAuth2 token scheme
        "Content-Type": []string{"application/json"},
        "Accept": []string{"application/json"},
        "Authorization": []string{"Bearer {access-token}"},
        "x-fax-clientid": []string{"YOUR CLIENT_ID"}
    }

    data := bytes.NewBuffer([]byte{jsonReq})
    req, err := http.NewRequest("POST", "https://restapi.fax.plus/v3/accounts/{user_id}/outbox", data)
    req.Header = headers

    client := &http.Client{}
    resp, err := client.Do(req)
    // ...
}
CRM Faxing

Simple CRM Fax Integrations for Salesforce, HubSpot, Zoho, Pipedrive & More

Salesforce Fax Integration

Connect Fax.Plus directly to Salesforce to manage all your faxing activities from one place. Send, receive, and track faxes.

HubSpot Fax Integration

Easily integrate Fax.Plus with HubSpot to automate document sending, track fax interactions, and improve overall workflow efficiency.
Zoho icon

Zoho CRM Fax Integration

Fax customers from Zoho CRM based on events or triggers, such as receiving new patient referrals or updating patient status. Conveniently log incoming faxes as CRM events to streamline your processes.

Pipedrive Fax Integration

Connect Fax.Plus with Pipedrive to automate the faxing process, track communications seamlessly, and enhance your CRM productivity.

Microsoft Dynamics Fax

Fax.Plus connects with Microsoft Dynamics, enabling streamlined communication, automated fax workflows, and comprehensive record management from your Dynamics CRM platform.

Integrate via Zapier for More Options

You can also connect Fax.Plus to hundreds of other applications through Zapier, enabling even greater automation and flexibility in your faxing workflows.

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Without code

Automate all your manual fax tasks, no code.
Dedicated Support

Custom flows

Create custom workflows that save you hours.
Endless possibilities

Connect apps

Connect with the 5,000+ apps your team uses.
Keep Your Current Fax Numbers

Stays synced

Keep your CRM and fax records always synced.
pairing fax.plus with crm apps in zapier

FAQ

Can I send and receive faxes directly from my CRM?

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Yes. Fax.Plus lets you send and receive faxes from inside your CRM, so your team never leaves the platform. Sent and received faxes can be logged back into the CRM for accurate tracking and record-keeping.

Which CRMs does Fax.Plus integrate with?

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Fax.Plus works with Salesforce, HubSpot, Zoho CRM, Pipedrive, and Microsoft Dynamics. Through Zapier, you can also connect it to 5,000+ other apps, covering virtually any CRM or business tool you already use.

How do I connect Fax.Plus to my CRM?

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There are two paths. For a no-code setup, use the Zapier integration to link Fax.Plus to your CRM and build automated faxing workflows in minutes. For deeper or fully customized connections, use the Fax.Plus API.

Does Fax.Plus offer a fax API for custom CRM integrations?

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Yes. The Fax.Plus REST API supports JavaScript, Node.js, Ruby, Python, and Java, with OAuth 2.0 or personal access token (PAT) authentication and real-time Webhook notifications. Full documentation is available at apidoc.fax.plus.

Can I automate faxes based on CRM events or triggers?

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Yes. You can trigger faxes automatically from CRM events, for example sending a confirmation or follow-up fax when a contact or patient record is updated, and log incoming faxes as CRM activities to streamline your workflow.

Is faxing from a CRM HIPAA compliant?

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Yes. Fax.Plus is HIPAA compliant, so you can send protected health information (PHI) such as patient referrals, lab results, and medical records directly from your CRM. A Business Associate Agreement (BAA) is available for healthcare organizations.

Do I need a specific plan to use Fax.Plus with my CRM?

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Yes. CRM integration through the Fax.Plus API or Zapier is available on the Enterprise plan, which also includes HIPAA compliance with a signed BAA, SSO, and data residency. You can review what each plan covers on the Fax.Plus pricing page.

Explore more ways to fax

Fax.Plus connects to the apps your team already runs on, plugs into your own systems through our API and Zapier, and keeps every document secure for regulated workflows.

Discover everything you can do with Fax.Plus

Want to see how our cutting-edge faxing solution can help your business?
Schedule a demo and one of our representatives will contact you for a customized demonstration.

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