iFax + Salesforce

Create Salesforce records for new faxes received in iFax

Connect the dots between your digital communication and your customer relationship management by linking iFax and Salesforce. With this workflow, every time you receive a new fax in iFax, a corresponding record will be created in Salesforce. It's an excellent solution for those who want to streamline their communication updates and stay organized, ensuring all important fax information is logged in your CRM.

Connect the dots between your digital communication and your customer relationship management by linking iFax and Salesforce. With this workflow, every time you receive a new fax in iFax, a corresponding record will be created in Salesforce. It's an excellent solution for those who want to streamline their communication updates and stay organized, ensuring all important fax information is logged in your CRM.

  1. When this happens...
    iFaxiFax
    New Fax Received

    Triggers when New Fax Received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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ifax logo

About iFax

iFax is a go-to solution for effortless, lightning-fast online fax app that’s reliable and secure. You can send and receive a fax as easily you would send an email.

Related categories

  • Fax
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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