Yes — and it can supercharge your outreach. But it depends on how you integrate, the capabilities of your CRM, and compliance steps you take.
Here’s what you need to know:
1. CRM Compatibility with Fax Lists
Most modern CRMs can store and manage fax numbers fax lists just like emails or phone numbers. Key capabilities include:
Custom Fields – Add a “Fax Number” field to your contact records.
Segmentation – Filter contacts by fax-ready tags or permissions.
Campaign Automation – Some CRMs integrate directly with fax platforms or allow webhook/API connections.
Popular CRMs That Support Fax Workflows:
CRM Fax Integration Options
Salesforce Integrate with eFax, InterFAX, ConcordFax
HubSpot Use Zapier or API to connect to fax services
Zoho CRM Supports plugins or APIs with fax providers
Pipedrive Custom fields + integration via Zapier/API
Keap (Infusionsoft) Tag-based automation + 3rd-party fax tools
2. How to Use Fax Lists in Your CRM
Step-by-Step Workflow
Import Your Fax List
Clean and verify fax numbers before uploading.
Add tags like “fax_opt_in” or “healthcare_segment”.
Segment Your Audience
Create lists for specific industries, regions, or consent types.
Integrate Fax Software
Use platforms like eFax, MyFax, Biscom, or InterFAX.
Send faxes manually or automate using APIs, Zapier, or native integrations.
Track Activity in CRM
Log fax delivery and responses.
Set reminders or workflows based on fax engagement.
Add Opt-Out Options
Make sure opt-out data is synced to the CRM to avoid re-faxing.
3. Legal Considerations
Always ensure:
Explicit consent or an Established Business Relationship (EBR).
Every fax includes:
Sender’s contact info
Clear opt-out instructions
Your CRM tracks consent status or opt-outs to stay compliant with TCPA, HIPAA, and GDPR.
Pro Tip: Combine Fax + Email + Phone in Your CRM
Using fax lists alongside email and phone outreach gives you a multi-channel edge:
Start with a fax intro offer
Follow up with a personalized email
Close with a call or LinkedIn message
This creates a layered, high-conversion campaign without overwhelming your contacts in one channel.
Want help choosing the right fax integration for your CRM, or setting up a workflow that keeps you compliant and effective?