Let’s face it — most trade show lead capture processes are stuck in the past.
And Imperial PFS knew it.
Despite investing time, budget, and team resources into events, they were still collecting leads via fishbowls and spreadsheets. The data was messy, attribution was non-existent, and post-event follow-up? A total headache.
So they turned to event•hapily and finally got the modern, connected event strategy they were missing.
So they turned to event•hapily and finally got the modern, connected event strategy they were missing.
The Challenge: Manual Mayhem and Missing Metrics
For years, Imperial PFS tackled events the hard way. They’d gather leads on paper forms or through manual scans and drop everything into a spreadsheet. Once the event wrapped, it was anyone’s guess where those leads ended up or how (or if) they were followed up on.
There was no way to know:
There was no way to know:
- Who was qualified
- Which leads converted
- What ROI each event actually drove
The Fix: A Native Solution Built for HubSpot Users
With event•hapily, Imperial PFS didn’t just upgrade their trade show toolkit—they rewired the whole thing to finally work with HubSpot, not around it.
Here’s what changed:
Here’s what changed:
- Lead capture was streamlined and centralized right inside HubSpot—no more spreadsheets or scattered info.
- Custom QR codes made booth check-ins easy and automatic.
- Attribution was tracked automatically, connecting each event lead to pipeline and revenue.
- Follow-up became instantaneous thanks to automation and workflows tied to the CRM.
No third-party tools. No manual uploads. Just a clean, native process that worked the way they always wished it would.
The Result: Visibility, Velocity, and Smarter Decisions
With a connected event strategy powered by event•hapily, Imperial PFS could finally see:
- Which events were worth it
- Which channels were driving ROI
- How fast their team was converting leads to customers
And most importantly — they empowered their marketing team to move faster, follow up with confidence, and make every trade show count.
Why It Matters (For You, Too)
If your event process still relies on spreadsheets, post-show scrambles, or tools that don’t play nice with HubSpot, you’re not alone. Imperial PFS was right there—until event•hapily helped flip the switch.
Here’s what makes it different:
Here’s what makes it different:
- It’s native to HubSpot — so your data stays in one place, automatically tied to contacts, deals, and revenue.
- It’s built for real teams running real events — whether that’s a giant trade show or a 20-person roundtable.
- It’s flexible, scalable, and ready to go — without the integration headaches.
It’s fast — with a team that actually understands how you run events inside HubSpot.
The Real Takeaway?
You shouldn’t have to work around your systems to run successful events. You should be able to work smarter inside them.
With event•hapily, Imperial PFS finally built an event strategy that delivered clarity, speed, and real ROI without the mess.
Whether you’re planning your next trade show or managing a full event calendar, event•hapily gives you the infrastructure to do it right.
With event•hapily, Imperial PFS finally built an event strategy that delivered clarity, speed, and real ROI without the mess.
Whether you’re planning your next trade show or managing a full event calendar, event•hapily gives you the infrastructure to do it right.
Request a demo to take the first step towards smarter, more connected event management!
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