How to Connect Fax to HubSpot, Salesforce, or GoHighLevel

If your team uses a CRM, you don't want a fax inbox that lives separately from your customer records. The right integration turns every fax into a logged activity on the right contact, deal, or opportunity — automatically.

Pattern 1: Native integration

SecurelyFax ships native, two-way integrations with three CRMs:

• GoHighLevel (HighLevel) — OAuth 2.0 location scope. Inbound faxes upsert a contact by phone number, attach a note with the fax PDF link, and (optionally) create an opportunity in a chosen pipeline stage.
• ClickFunnels 2.0 — OAuth 2.0 workspace scope. Faxes upsert a contact, attach a note, and apply a configurable tag for downstream automations.
• Blue.cc — API-token pair. Faxes create a Todo record in a chosen project + list, with the PDF link as the first comment.

Setup time: under 5 minutes per integration. Connect from the app.

Pattern 2: Webhook

For HubSpot, Salesforce, Zoho, Pipedrive, or any CRM not in our native list — use the webhook outbound forward. SecurelyFax POSTs a JSON envelope to your URL on every received fax with:

{
  "fax_id": 12345,
  "user_id": 67,
  "from_number": "+15551234567",
  "to_number": "+15559876543",
  "page_count": 4,
  "received_at": "2026-04-18T15:23:09Z",
  "pdf_url": "https://securelyfax.com/r/abc123def456",
  "pdf_url_expires_in_seconds": 300
}

Configure under /app/lists → "Inbound forwards". Build a small handler in your stack to upsert the contact, attach the PDF, and create the activity.

Pattern 3: Zapier / Make / n8n

If you don't want to write any code, our REST API works with any "call-an-HTTPS-endpoint" automation tool. Trigger on the inbound webhook → run your favorite no-code workflow.

Zapier specifically supports patterns like:

• "New fax received → create Zendesk ticket"
• "New fax received → upload PDF to Google Drive folder"
• "New fax received → send Slack notification with PDF link"
• "New fax received → add row to Google Sheets"

Which pattern when?

Room-scoped integrations

Each fax room can have its own CRM integration and its own API key. A "Billing" room can push to one HubSpot pipeline while a "Legal" room pushes to a different one — and a leaked Billing-room API key can't read Legal-room faxes, even if the attacker knows the fax IDs. That's the value of the per-room isolation we build on top of organizations.

Connect your CRM — under five minutes from "sign in" to "first logged activity."