
Snap2CRM – Business Card Scanner
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Tipo di accesso Condiviso Abbonamento Snap2CRM – Business Card Scanner - Piani Free, Starter, Pro, Business o Enterprise
Panoramica
1/8 - Snap2CRM demo: choose a HubSpot form, scan a business card, review the contact details and submit.
Turn every business card into reviewed, actionable HubSpot data—without spreadsheets, imports, or a disconnected capture tool.
Snap2CRM gives sales teams a fast mobile capture flow while keeping your HubSpot setup in control. Choose the connected HubSpot form that fits the situation, scan a card, review and edit the extracted details, and submit. HubSpot then handles contact creation or updates, deduplication, and the workflows, routing, scoring, notifications, lists, and follow-up configured for that form.
Getting started is guided. After installation, the onboarding walks you through connecting HubSpot, preparing your forms, and completing your first test scan. Start free, then add team features such as notes, dynamic ownership, and selective form access as your process grows.
Fast for the person scanning
Capture a card during a meeting or event in seconds.
Review every detail before it reaches HubSpot.
Add useful context while the conversation is still fresh.
Built for events and field sales
Keep moving through high-volume capture without returning to spreadsheets later.
Use the right HubSpot form for each event, campaign, region, or team.
Turn captured contacts into timely follow-up through your existing automation.
Controlled by RevOps and Marketing Ops
Keep HubSpot forms, fields, hidden values, and downstream logic at the center of the process.
Standardize contact capture without relying on manual CRM entry.
Control ownership and which forms are available to which people.
Funzionalità

Reviewed scan-to-form flow
Choose the appropriate connected HubSpot form, scan a card, check or edit the extracted contact details, and submit. Snap2CRM turns physical cards into structured form submissions without CSV uploads or copy-paste.

HubSpot-native follow-up
Each completed scan is submitted through the selected HubSpot form. HubSpot remains the system of record and handles contact creation or updates, deduplication, and any workflows, routing, scoring, notifications, lists, or follow-up configured for that form.

Notes at the moment of capture
Add meeting context while it is still fresh. Snap2CRM keeps the note connected to the contact in HubSpot, giving your team what it needs for a relevant follow-up. Available on Pro and higher plans.

Dynamic contact ownership
Assign the scanning user as the contact owner automatically, with flexible options for the process your team has configured. Give every captured lead a clear next owner without a second admin step. Available on Pro and higher plans.

Selective form access
Show users only the HubSpot forms relevant to their team, region, event, or campaign. Reduce clutter and keep internal or specialized capture flows available only to the intended people. Available on Business and higher plans.
Funzionalità dell'app
Dati condivisi
![]() Snap2CRM users | ||
![]() Snap2CRM properties | ||
![]() Forms in Snap2CRM mobile app |
Contact data is submitted through the selected form to your connected HubSpot account. Snap2CRM retains only the metadata needed for operation, security, billing, diagnostics and usage analysis.
Recensioni
- 23 giu 2026
Non mi è chiaro come configurarlo, è troppo complicato.
Servono un connettore più fluido e un'esperienza utente migliorata.
Non mi è chiaro come configurarlo, è troppo complicato.
Rao, B.
- 13 mag 2026
Funziona come previsto
Ci offre una maggiore flessibilità rispetto all'utilizzo dello scanner di HubSpot. Con i moduli possiamo innescare automaticamente la creazione di lead, mentre nell'app di HubSpot sono necessari molti passaggi prima di creare un nuovo contatto e un nuovo lead.
Compilazione di moduli con la scansione di un biglietto da visita
Un'altra applicazione che i rappresentanti di vendita devono utilizzare.
Houben, L.
Free
0 USD
Get started for free – no credit card required.
25 scans/month
Free
0 USD
Get started for free – no credit card required.
25 scans/month
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 28/09/2026
Maggiori informazioni
Creazione di - Snap2CRM
Installazioni - PIù di 100 installazioni
Categorie Lingue in cui è disponibile questa app Inglese eTedesco