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For Direct2Care, events are one of the most important ways to build relationships.
As a healthcare access benefit provider for frontline workers, the team spends a lot of time meeting potential partners and customers at industry conferences. These events are where conversations happen, connections are made, and new opportunities begin.
For Derek Kinzer, President of Direct2Care, those conversations are often where the real opportunity starts.
“Those conversations are where real opportunities begin,” Derek said. “But if you don’t capture the details in the moment, it’s easy for them to slip through the cracks.”
And like many teams attending conferences, capturing those conversations wasn’t always easy. Between business cards, handwritten notes, and quick hallway conversations, important details often ended up scattered across notebooks and spreadsheets.
The team knew those conversations were valuable — but without a reliable way to capture them in the moment, follow-up often became harder than it should have been.
The Challenge:
Event Leads Were Trapped in “Controlled Chaos”
Before using hapily, the Direct2Care team handled event lead capture the same way many conference teams still do — manually.
Conversations at the booth often meant collecting business cards, scribbling notes in a notebook, or trying to piece together details after the event was over. Important context from conversations — where someone was from, what they were interested in, what follow-up made sense — didn’t always make it into the system.
Eventually those notes had to be transferred into spreadsheets or added to the CRM manually. By the time that happened, some details were already lost and follow-up slowed down.
As Josh Alquist, VP of Sales, described it, the process felt like “a little bit of controlled chaos.”
When follow-up takes too long, opportunities can easily slip through the cracks. And for a team focused on building strong relationships at conferences, that gap mattered.
The Search:
Capturing Event Conversations the Right Way
The Direct2Care team knew there had to be a better way to capture event leads.
They didn’t just want contact information. They wanted to capture the full context of each conversation — the details that help turn an introduction into a meaningful follow-up.
Questions like:
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Where are they from?
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What company do they work for?
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What did they say they were interested in?
- What personal details came up during the conversation?
Those moments are often what make a follow-up message feel thoughtful and personalized instead of generic. The challenge was capturing that information quickly while still being present in the conversation.
That’s where hapily came in.
The Solution:
Capturing Leads and Conversations in Real Time
Direct2Care implemented hapily just days before their event — and the impact was immediate.
Instead of relying on notebooks or stacks of business cards, the team could capture leads directly from their phones as conversations happened.
Using hapily’s mobile lead capture tools, they were able to:
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Scan attendee information instantly
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Add notes about conversations while details were still fresh
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Capture voice notes between booth visits
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Sync all information directly into HubSpot
That meant every conversation, context note, and follow-up detail was captured in real time and attached directly to the contact record in their CRM.
For the Direct2Care team, the ability to quickly record the personal details that come up during conversations was especially valuable.
“What’s really cool about the hapily app is the voice notes feature,” Derek said. “I can remember a conversation or note something personal that came up.”
Those details make follow-up more meaningful — helping the team reach out later with context that makes the interaction feel personal rather than transactional. And because everything syncs directly into HubSpot, nothing gets lost after the event.
The Impact:
Clearer Event Attribution and Faster Follow-Up
Beyond simplifying lead capture, hapily gave Direct2Care something they hadn’t had before: real visibility into event impact.
Every contact captured at an event is automatically tied to that event inside HubSpot. That makes it much easier to understand which conferences are actually driving business.
“With hapily, we can scan people in and attribute that lead directly to the event,” Josh said. “We’re able to attribute revenue and understand what were our most successful conferences.”
Instead of guessing which events are worth attending, the team can now see the results directly in their CRM.
That clarity helps them decide:
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Which conferences to attend again
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Where to invest more budget
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Which events deliver the strongest return
In other words, events stopped being a guessing game and started becoming a measurable part of their growth strategy.
The Real Takeaway?
For Direct2Care, the difference was immediate.
Instead of notebooks, scattered business cards, and delayed follow-up, every conversation now flows directly into their CRM.
“This brings everything into focus,” Derek said. “You won’t have to keep wondering if that conference made sense or if it delivered a return.”
And after seeing the results from their first event using hapily, the team has no plans to go back.
“I can’t even imagine doing events without using hapily now.”
Want to see these results work for you? Request a demo to see how hapily helps teams capture event leads, follow up faster, and track event ROI — all directly inside HubSpot.
About Direct2Care
Direct2Care provides healthcare access benefits for frontline workers, helping organizations offer day-one, 24/7 virtual healthcare access anywhere in the United States. Their solution helps employers ensure workers can quickly connect with medical professionals and receive the care they need.
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