Give employee productivity a boost by faxing from within SalesForce

InterFAX is considered the most convenient, reliable, and secure online faxing resource on the market. Our HIPAA-compliant, PCI DSS Level 1-Certified solution is changing the communications game. Along with our other Document Workflow Cloud solutions, we are looking beyond cloud fax to provide organizations with innovative resources and integrations that ensure secure and compliant data processes through the entire document lifecycle –  from initial document capture, through dissemination, into a workflow, and beyond to retention.

One of our exciting integrations is Upland InterFAX’s Salesforce Faxing API, which allows organizations to embed faxing capabilities into their Salesforce experience, enabling the ability to both send and receive fax communications from within the Salesforce interface.

  • Send and receive documents from within Salesforce, with delivery confirmations
  • Easily broadcast faxes to multiple recipients
  • Trackable communications trail within Salesforce
  • Reduce costs with attractive “pay per fax” price plans based on volume

Ready to learn more?  Schedule an appointment now, or call us today at 888-206-6578.

How does it work?

We make set up a breeze. By utilizing our REST API,  InterFAX integrates seamlessly with Salesforce (both Classic and Lighting). Setting up the InterFAX account is a simple process and can be done by either credit or pre-paid pricing methods.

The development method can vary greatly, given the flexibility of Salesforce and the Upland API. For example, here is a quick and simple way to set up InterFAX inside of Salesforce. All you need is a Salesforce Account and an InterFAX User Account.

 

How to Set Up

Would you like to see a demo?

Questions? Contact our Support team.