Set up Snap2CRM and get scanning

To begin, either create a new form in HubSpot or use an existing form you already have created.

Add the following property to your form:

snap2crm_enable

Don’t worry – this property will not be visible on the form later.

In your form settings, go to “Style & Preview” and set the form to “Set as raw HTML.” Also make sure the form is published.

After completing these steps, your form will automatically appear in the mobile app and is ready to use for scanning business cards.

By default, the form name will be used in the app when displaying your form.

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If you want to customize the display name and subtitle in the app, you can add:

snap2crm_title – to set a custom title.

‍snap2crm_subtitle – to set a custom subtitle.

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To set these:

1. Add the properties snap2crm_title and/or snap2crm_subtitle to your form.
2. Click on the property in the form editor.
3. Set your desired name under “Default value”.

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These values will be displayed in the app, allowing you to keep your internal form name clean while showing a user-friendly title to your team.

Log in using your email and password.

If you’re logging in for the first time, tap “Register” to set your password.

Tap on a form you’ve previously set up. Grant camera access if prompted.

For setup instructions, see the “Set up a form” guide.

Hold the card in front of your camera and tap the capture button.

Make sure it’s well-lit and clearly visible.

Snap2CRM automatically extracts contact details.

You can adjust fields like name, email, or phone if needed.

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Optional: Add a note (see “Advanced Settings” for setup.)

Tap “Submit” to create or update the contact in your HubSpot CRM.

Allow users to add notes to contacts immediately after scanning by using the property:

snap2crm_notes_enable

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To activate this feature:

• Add the property snap2crm_notes_enable to your form.
• Set the property’s default value to “enable”.

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Once enabled, users will see a notes field after scanning a contact, making it easy to capture context and details while the information is fresh.

Automatically assign the scanning user as the contact owner using the property:

snap2crm_owner_assignment

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To set this up:

• Add the property snap2crm_owner_assignment to your form.
• Set the property’s default value to define when ownership should be assigned:
  • Always – The scanning user will always be set as the contact owner.
  • Only if no owner is set – The scanning user will be assigned only if the contact does not already have an owner.
  • Never – The scanning user will not be assigned as the contact owner.

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This ensures flexible ownership handling that aligns with your team’s HubSpot workflows.

Control which users can see a form in the mobile app using the property:‍

snap2crm_user_access

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To set this up:

• Add the property snap2crm_user_access to your form.
• Add the users who should have access to the form to the property’s default value.
• If no users are added, the form will be visible to all users by default.

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This allows you to manage team-specific forms easily while keeping your app organized.

Open HubSpot and go to the settings page.

Go to Integrations → Connected Apps → Snap2CRM.

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Open Settings tab.

Click on the Subscription tab to view available plans. Choose a plan and follow the steps to complete your subscription.

Enjoy your subscription. If you have any question feel free to contact our support anytime.

EU data residency means that relevant data processing and storage happens within the European Union. For many companies, this is an important requirement to support internal compliance policies and GDPR-related processes. Snap2CRM is hosted in the EU by default. However certain processors may involve limited data handling by sub-processors outside the EU.

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With EU-only data residency, Snap2CRM is configured so that all data processing for your Snap2CRM setup takes place on EU-servers. This means no data is processed or handled outside the EU as part of your Snap2CRM configuration.

Activating EU-only data residency is simple – there’s no additional cost, no special tier, and no contract changes required.

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You can activate it in one of two ways:

1. Submit a request via our portal: Click here to request EU-only data residency via our support portal.
2. Email support: Write us a mail to support@snap2crm.com

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Activation time & cost‍

• Typical activation time: within 24 hours
• Additional cost: none

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What we need from you

To process the request quickly, please include:

• Your HubSpot Portal ID
• The email address of the HubSpot user who installed Snap2CRM (if known)

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‍Limitations:
EU-only data residency applies to the Snap2CRM app and its backend services only. It does not apply to:

• the Snap2CRM website on https://snap2crm.com
• distribution and related processing by the Apple App Store or Google Play Store (these platforms are operated by Apple/Google and are outside of our control)
• payments, billing, and related processing via Stripe (operated by Stripe and outside of our control)
• any data stored or processed within your HubSpot account/portal (HubSpot acts as a separate controller/processor under your HubSpot agreement and configuration – you are responsible for your HubSpot data residency and compliance settings)

Steps to Uninstall:

1. Log in to your HubSpot account.
2. Go to Settings → Integrations → Connected Apps.
3. Select Snap2CRM from the list.
4. Click Actions → Uninstall.
5. Confirm the uninstallation when prompted.

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What happens after uninstallation:

• Uninstallation will revoke Snap2CRM’s access to your HubSpot data and stop all syncing.‍
• Your HubSpot forms and custom properties created by Snap2CRM will not be deleted.
  You can reinstall the app at any time, and all previously connected forms will remain usable.‍
• Active subscriptions must be cancelled separately via the Stripe customer portal.
  Uninstalling the app from HubSpot does not cancel your paid plan. You can manage or cancel your subscription at any time by following the link provided in your billing emails or by contacting our support team.‍
• Your Snap2CRM account will remain active unless you request full account deletion.