Integrating Fax.Plus with HubSpot via Zapier ensures a more streamlined and organized workflow. Combine faxing with support tools to seamlessly manage fax-based customer inquiries and support tickets within HubSpot, improving ticket management and response times.
The integration ensures centralized document management by associating received faxes through Fax.Plus with relevant contacts, deals, or campaigns in HubSpot.
Follow these steps to integrate Fax.Plus with HubSpot via Zapier to automate your online communication workflow:
- Log in to your Zapier account and navigate to the dashboard. Click on the Create a Zap button to begin setting up your integration. Zaps are workflows that connect your apps to automate repetitive tasks.
- Choose Fax.Plus as the Trigger App and select the Trigger Event you want to use, such as "New Fax Received." A trigger is an event that starts a Zap. A pop-up will appear where you will need to authenticate access to your Fax.Plus account to retrieve fax-related information.
- Next, choose HubSpot as the Action App. Select the Action Event you want to perform in HubSpot, such as "Update Contact.” You will also need to authenticate Zapier access to your HubSpot environment.
- Test your Zap to ensure that it is functioning as expected.
- Once confirmed, activate your Zap to begin the integration between Fax.Plus and HubSpot.
Note: You have the flexibility to choose either Fax.Plus or HubSpot as a Trigger or Action App within Zapier to control your fax and customer support functions according to your liking. Refer to images below.
Integrating HubSpot with Fax.Plus on Zapier improves efficiency, and provides a holistic solution for managing fax communications within the HubSpot ecosystem. Here are some examples of use cases:
- Upon receiving new faxes through Fax.Plus, if the fax is from an existing contact, Zapier can link the received fax to the corresponding contact in HubSpot. This association allows you to maintain a comprehensive history of fax communications alongside other interactions with the contact.
- Automate the process of sending faxes whenever a new deal or ticket is available to streamline communication and efficiency.