hapily Blog

[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams

Written by Cassady Louks | Feb 19, 2026 7:33:08 PM
ORIGINAL BROADCAST DATE: 02/17/26
 

Trust is built in the details... and it's lost there too.

In professional services, events aren’t just marketing moments — they’re signals in a trust-based relationship.

Who gets invited. Who shows up. What happens next.

Those details shape how clients experience your firm. When event data lives outside the CRM, context breaks. Teams work from partial memory, handoffs feel disjointed, and follow-up misses the mark. Individually small, those moments add up and quietly erode confidence in how well your firm actually operates.

In this session, we’re teaming up with RevOnyx to explore how your events can reinforce trust when they’re anchored directly in HubSpot. We’ll dig into what changes when event context stays connected — so teams don’t reset after every event, trust stays intact, and momentum carries forward.

 

 
 
What You'll Learn:

✔️ Where event context usually falls apart
✔️ How invites, attendance and follow-up shapes trust
✔️ What changes when events live next to client and account data
✔️ How keeping that context intact allows trust to compound over time

 
Check out our Professional Services Guide to make sure you are compounding those trust-building moments with a fully integrated and connected event lifecycle. 
 
 
Want to learn more? Request a demo and see how hapily helps you run events the way they should be — clear, connected, and completely tied to HubSpot.