Installation
To use our service your HubSpot account must have a Marketing Hub or Content Hub Professional or Enterprise subscription.
1️⃣ Install the HubSpot App
Click the installation link provided to go to HubSpot. Log in to your HubSpot account if needed, then simply follow the installation steps HubSpot provides.
2️⃣ Add our Domain to Allow List
To ensure smooth operation, add our domain to your allow list in HubSpot.
Go to Settings → Tracking & Analytics → Tracking Code → Advanced Tracking → Additional Site Domains, then add:
api.snap2crm.com
Important: If you skip this step, every scanned contact will be marked as spam in HubSpot and will need to be manually reviewed and accepted before showing up. Adding the domain ensures your scanned contacts appear automatically in your HubSpot account.
3️⃣ Install the Mobile App
Download the business card scanner app for iOS or Android using the links provided.
4️⃣ Register to Get Login Credentials
When you open the app for the first time, tap “Register”. You will receive your login credentials via email shortly after.
Get a subscription
The free plan includes 25 contact scans per month (company wide limit). Subscribe to a plan to unlock more scans.
To subscribe to a plan:
- Open the Settings page in HubSpot.
- Go to Integrations → Connected Apps → Snap2CRM.
- Open General Settings.
- Click on “Open Billing Portal” to view available plans and complete your subscription.
After completing these steps, head over to the “Quick Start” guide to begin using your app right away.
Quick start
1️⃣ Create or Select Your Form
To begin, either create a new form in HubSpot or use an existing form you already have created.
Why should I use multiple forms?
2️⃣ Add the “snap2crm_enable” Property
Add the following property to your form:
- snap2crm_enable
Don’t worry – this property will not be visible on the form later.
3️⃣ Enable Raw HTML
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.
Please note: Only HubSpot forms created with the legacy (standard) editor are supported. Forms from the new editor aren’t supported (this is a hard limitation from HubSpot). As soon as HubSpot enables support for forms created with the new editor, we will add it.
Please note:
Only HubSpot forms created with the legacy (standard) editor are supported. Forms from the new editor aren’t supported (hard HubSpot limitation). The new editor is still not mature enough for full integration.
Optional: Customize the Display Name
By default, the form name will be used in the app when displaying your form.
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.
To set these:
- Add the properties snap2crm_title and/or snap2crm_subtitle to your form.
- Click on the property in the form editor.
- Set your desired name under “Default value”.
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.
Advance Settings
Add notes to scanned contacts, control who can access forms, and manage contact ownership with these advanced options.
1️⃣ Enable Notes (Pro plan feature)
Allow users to add notes to contacts immediately after scanning by using the property:
- snap2crm_notes_enable
To activate this feature:
- Add the property snap2crm_notes_enable to your form.
- Set the property’s default value to “enable”.
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.
2️⃣ Dynamic Contact Ownership Assignment (Pro plan feature)
Automatically assign the scanning user as the contact owner using the property:
- snap2crm_owner_assignment
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.
This ensures flexible ownership handling that aligns with your team’s HubSpot workflows.
Remember: Scan2CRM integrates seamlessly with your existing HubSpot processes. All your HubSpot workflows, sequences, and automations you create behind your form will work without any changes.
3️⃣ Selective Access Control (Business plan feature)
Control which users can see a form in the mobile app using the property:
- snap2crm_user_access
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.
This allows you to manage team-specific forms easily while keeping your app organized.
Still need help?
If you couldn’t find what you were looking for or need assistance, contact support anytime to get the most out of your app.