Take the enquiry into your CRM.

Before connecting

Your accounts and permissions.

You need an Enquiry Fox business account and access as its verified owner. Sign up and complete business setup if you are new. You also need a HubSpot account with permission to install apps and read and write contacts. Your HubSpot administrator can help with installation permissions.

Use one HubSpot account for one Enquiry Fox business. The connection applies to that business. Only its verified owner can connect, disconnect or send enquiries.

This release requests contact read and write permissions. Reading finds the right contact and checks transfer results; writing creates missing contacts and adds notes. Existing HubSpot contact fields are not overwritten. HubSpot may describe these permissions as bidirectional data access.

The integration adds no separate Enquiry Fox connector charge. Normal Enquiry Fox subscription terms and your own HubSpot plan apply. We have not yet verified every HubSpot edition in a live pilot; no paid HubSpot upgrade is requested by this guide.

Setup

Connect, then choose an enquiry.

1. Sign in to Enquiry Fox, open Settings and find HubSpot. If setup is not enabled, contact product support.
2. Choose Connect HubSpot, sign in to HubSpot, select the correct account and review its requested permissions.
3. Approve the connection. Back in Enquiry Fox, check the connected HubSpot account number.
4. Open Enquiries, select an enquiry and review the information to be shared. Choose Send to HubSpot.
5. Wait for Sent to HubSpot, then use Open HubSpot contact to view the contact and its enquiry note.

There is no automatic bulk transfer. Each send is your decision. Changes made later in either product are not automatically copied back.

Shared information

Contact details and enquiry context.

Enquiry Fox first matches by email, or by the supplied phone number when email is absent. If no contact matches, it creates one using the customer’s full name in HubSpot’s first-name field, phone and email if provided. Multiple phone matches pause the transfer for review. Different phone formatting can prevent a match; review possible duplicates in HubSpot.

A separate associated note contains the name, phone, optional email and postcode, enquiry description and service, urgency, contact preference, reference and submission time. It links to the Enquiry Fox inbox, which requires sign-in. Photos, quotes, payment details and private photo links are excluded.

Connecting stores an encrypted HubSpot access grant and account number. Transfer records retain the contact/note identifiers and a matching hash while the enquiry is retained. See our privacy notice. The business remains responsible for appropriate sharing and subsequent use in its HubSpot account.

Troubleshooting

Confirm the result before retrying.

Connection not completed: return to Settings, check the account and permissions, and connect again. The same HubSpot account cannot be connected to two Enquiry Fox businesses.

Still running or status unavailable: wait a moment and choose Refresh status. A client timeout does not prove that HubSpot rejected the request.

Unconfirmed transfer: choose Check unconfirmed transfer. A matching contact or note can confirm a previously accepted request. Missing results never trigger an automatic duplicate. If it stays unconfirmed, inspect the contact in HubSpot and contact support with the enquiry reference. The check examines up to 100 associated notes.

Rate limit or access error: wait until the displayed restriction clears, or reconnect and check HubSpot permissions. Expired or deleted enquiries cannot be sent.

Disconnect

Keep control of both copies.

In Enquiry Fox Settings, choose Disconnect HubSpot. This removes local credentials and stops future transfers; a request already started may finish. Enquiry Fox also attempts to revoke the refresh token. If revocation cannot be confirmed, the screen asks you to remove Enquiry Fox in HubSpot’s connected apps. Removing it there completes uninstallation.

Disconnecting or deleting an enquiry or Enquiry Fox account does not delete contacts and notes already copied to HubSpot. Manage those records and any privacy request in HubSpot too. Local transfer metadata is erased with the enquiry; company closure removes the stored connection.