EVENT [noun] — any activity or experience designed to connect people and build relationships:
Field Marketing Events
Customer Dinners
Networking Happy Hours
Conferences & Tradeshows
Workshops & User Groups
Association Events
Coaching & Training Programs
Membership & Private Events
Seminars & Roadshows
Lunch & Learns
Charity Fundraisers & Galas
Community Events
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Teams using hapily to power event-driven growth:
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BEFORE
Drive Attendance -
DURING
Capture & Check-in -
AFTER
Follow-up & Report
Drive Attendance
Plan, promote, and monetize your event.
Power registration, communications, promotion, and ticketing from one CRM-connected system so your team attracts the right audience and starts engagement before the event even begins.
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Marketing & Promotion
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Event Landing Pages
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Communications Manager
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Invite Manager
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Registration Flows
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Paid Ticketing
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Session Management
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Pre-Booked Meetings
Capture & Check-in
Convert your onsite engagement into rich CRM signals.
Capture leads, manage check-in, coordinate meetings, and sync engagement directly into HubSpot so every interaction onsite turns into actionable CRM activity in real time.
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AI-Powered Lead Capture
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On-site Meeting Management
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QR Code Check-In
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Badge Printing
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Attendee Tracking
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Real-time HubSpot Sync
Follow-up & Report
Activate post-event activity that turns into pipeline and revenue.
Keep pipeline and revenue moving with automated follow-up, connected lead activity, and attribution that gives your team a clear view into which conversations, attendees, and events are actually driving results.
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Lead Management
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Attendee Follow-up
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NPS & Surveys
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Deal Attribution
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Reporting & ROI
CRM-CENTRIC EVENT MANAGEMENT
“Because of hapily we're able to fully report on deals, on ROI of the event, track all of our expenditures, and fully break down what that is per attendee.”
Discover how Optimum Healthcare simplified event operations, improved lead capture, and connected every interaction to ROI in HubSpot.
Dani Patterson
Director of Events & Marketing Operations, Optimum Healthcare IT
“Events are a huge part of our strategy, having these insights to make decisions has been bar none!"
See how Gosiger scaled to 50+ events a year (and saved 80% of their marketing team's time) using hapily.
Bridget Moore
Marketing Manager, Gosiger
"hapily should rebrand to Perfectly because that’s how well it worked. Can’t wait to do more events with it!"
See how Arrows finally got the full picture behind their biggest INBOUND event yet with the help of hapily.
Kim Hacker
COO, Arrows
“This brings everything into focus. I can’t even imagine doing events without using hapily now!”
See how Direct2Care uses hapily to capture event leads in HubSpot and understand which conferences actually drive revenue.
Derek Kinzer
President, Direct2Care
"We went from fishbowls of business cards to tracking ROI. It gave me time back — plain and simple."
Discover how Imperial PFS scaled their event strategy across 140+ trade shows — and brought it all into HubSpot.
Caleb Casady
Digital Marketing Manager, Imperial PFS
"For the first time, we weren’t scrambling to run the event — we were actually in full control of it."
No event team, no problem. See how Pearagon ran Winterbound like pros with hapily.
Davey Warren
CEO, Pearagon
"We wanted to get out of the spreadsheet land as much as possible. IT WAS LIFE-CHANGING"
Learn how hapily helped Duke Corporate Education streamlined their entire event workflow inside HubSpot.
Amanda Pope
Director, Global Marketing, Duke Corporate EducationGame-changer for event management and deal attribution with outstanding customer success support
hapily has made it so much easier to track all of our events without leaving HubSpot. From event creation to registration to check-in and analytics, hapily can handle the whole workflow. We finally trust that we can effectively report on our events and attribute deals.
The lead capture I wish I always had
Can't believe I survived at conferences before I started using hapily's lead capture app. I am a chronic forgetter of names, so the difference in follow-up quality from last year (without hapily) to this year (with hapily) is a huge leap. It also seamlessly worked with FirstTouch to allow me to do my follow ups via LinkedIn DM, which was a huge bonus.
Powerful flexibility and seamless CRM integration with outstanding support
hapily has completely transformed our events management process. It's massively flexible on the back end within HubSpot itself while the hapily team does great work on streamlining the front end. Tie-in with the rest of our CRM has been seamless and we've moved from an event strategy that relies on anecdotal feedback/opinion to an event strategy driven by actual sales/marketing/revenue metrics.
Finally, Clear Event Attribution Inside HubSpot
Hapily standardized our event process across multiple verticals and eliminated manual cleanup from our scanner workflow. Previously, scanned contacts weren’t automatically tied to the correct event in HubSpot, which created extra work and limited attribution visibility. With Hapily, contacts associate directly to events, deal attribution is clear, and we have true visibility into event-driven pipeline and revenue. It has saved time, improved reporting accuracy, and strengthened sales alignment.
Awesome tool for events, seamless integration with HubSpot
Hapily is an essential if you are a HubSpot customer and doing in-person events. Since we have been using it, its been a peace of mind on the floor knowing that we can easily scan, pull, and enrich the people we meet and action after the fact. For capturing leads on the floor and easily having them flow into HubSpot, there is no better tool!
Seamless event setup with powerful HubSpot integration and exceptional support team makes this a game-changer for growing companies
hapily made the process of setting up events for our virtual networking events very seamless and cut down a lot of time from our team to set up. Its seamless integration to HubSpot allowed for a more user friendly experience while maintaining all the same power and tools of data management that HubSpot offers.
Game Changing!
We used hapily for our first event, and it was a serious game-changer. Lead capture and messaging using the AI drafting tool significantly improved post-contact engagement. Having the display booth data go directly into our HubSpot, enabled real-time segmentation and nurture automation saving valuable time for targeted follow-up.
Lightning-fast setup revolutionizes our professional event hosting and client relationship building
We're a professional services firm, which means we need to build trust with our prospects/clients. Hosting events is a great way to do that, and hapily takes a lot of the manual setup work off our plate and allows us to effectively follow up and report.
Flawless registration, seamless check-in, masterful reporting
We are new to hapily after a different provider falied to create a more seamless event process for our team. As the software plug in, hapily has been worth every penny. From flawless event registration to seamless checkin to post event reporting this team knows what they are doing!