SnagBaneSnagBane can create CRM records from form responses — a lead, contact, account, case or any other record in Microsoft Dynamics 365 (Dataverse) or Salesforce, and contacts in HubSpot. Dynamics 365 and Salesforce are part of the Business plan; HubSpot works on Free.
Dynamics 365 (Dataverse)
- Any table, by its logical name — leads, contacts, accounts, incidents or your own tables.
- Fields mapped freely by logical name, including lookups (
column@odata.bind). - Connects with client credentials, either through SnagBane's own Microsoft 365 app registration or a separate one; the environment needs an application user.
- A link column can store the address of the SnagBane response.
Salesforce
- Any object — Lead, Contact, Account, Case or custom objects — with the createable fields read from Salesforce.
- Connects with an External Client App and the Client Credentials flow on your
my.salesforce.comdomain. - A link field can store the address of the SnagBane response.
HubSpot
Create or update contacts from a form — on every plan.
Send test without creating anything
Both CRM integrations have a read-only Send test that checks the connection, the table or object and your mapped field names — without creating a record.
Frequently asked questions
Can the CRM record be created only after approval?
Yes. Set the integration to After approval.
Which plan includes Dynamics 365 and Salesforce?
Business and Enterprise. Administrators set them up.
See the integration setup guides in the documentation.
