Integrating iFax with Salesforce streamlines workflow by bringing secure, compliant, enterprise-grade faxing into your CRM.
With two-way sync, every data, including iFax contacts, automatically syncs into Salesforce and vice versa. The integration also ensures real-time fax status tracking, full compliance with HIPAA and GLBA, and a zero-code setup. iFax makes faxing faster, smarter, and fully integrated into your Salesforce workspace.
Automate workflows based on fax events
Turn every fax event into automated action with iFax’s Salesforce fax automation.
From contract approvals to case escalations, iFax keeps your Salesforce workflows moving fast with zero delays and no manual steps. Automate fax communications with tools built for sales teams, support agents, and operations staff.
iFax seamlessly connects to Salesforce, enabling you to fax directly from the CRM. No need to switch between apps or manually transfer faxes.
Here’s how Salesforce fax integration works:
FAQs About Salesforce Integration
Yes, you can fax directly from Salesforce using iFax.
iFax’s integration with the enterprise-grade CRM enables users to send, receive, and track faxes without leaving the Salesforce interface. With seamless two-way sync, faxes are automatically attached to relevant contacts, leads, or cases. This no-code integration streamlines document workflows, enhancing productivity and ensuring secure, compliant online faxing.
Yes, the Salesforce fax integration with iFax is secure.
iFax offers enterprise-grade security and compliance, including end-to-end encryption and complete adherence to industry regulations such as HIPAA, GLBA, and SOC 2.
All fax transmissions and data synced with Salesforce are protected to ensure confidentiality and integrity. Organizations can confidently manage sensitive fax communications directly within their CRM with secure authentication, access controls, and audit trails.
Yes, iFax’s Salesforce integration works seamlessly with Salesforce Lightning.
The integration is fully compatible with the Lightning Experience, enabling users to send, receive, and manage faxes directly within the modern Salesforce interface.
With real-time syncing, automated workflows, and intuitive UI support, iFax enhances productivity and fits natively into Lightning-enabled environments.
The best part? Setting up only takes a few minutes. You can skip the hassles of deploying complex codes or going through time-consuming manual configuration.
Yes, you can track fax activity within Salesforce using iFax.
The Salesforce fax integration includes real-time fax status updates, delivery confirmations, and complete fax history.
Each fax delivered and received gets logged with complete, time-stamped transmission details. The fax is then matched and linked to the appropriate lead, case, or contact, efficiently monitoring every fax interaction.
All these take place without leaving the Salesforce platform, ensuring faster follow-ups and improved accountability.
