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For Healthcare

Built for Education, Access, and Accountability

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Healthcare teams rely on events to educate, align, and support care programs.

hapily connects patient sessions, trainings, and briefings inside the CRM so teams can manage multiple audiences, track attendance, and follow up with confidence.

Patient Education and Community Health Events

Provider Trainings and Continuing Education Sessions

Internal Staff Meetings and Operational Briefings

Outreach Programs and Awareness Campaigns

Referral Partner and Physician Events

Conferences and Hybrid Educational Programs

Webinars and Remote Learning Sessions

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Community Health Fairs

How hapily Supports Healthcare Events:

Intuitive Event Builder

Spin up event pages, forms, lists, and workflows directly from the CRM so every event starts organized and ready to scale.

Learn more about Event Builder

Registration & Audience Segmentation

Manage invitations and registration using CRM data so patients, providers, staff, and partners receive the right information for the right event.

Learn more about Registration & Audiences

Lead Capture & Enrichment

Capture leads at in-person events or virtual sessions and enrich them instantly with contact and company data so sales can act fast.

Learn more about AI-Powered Mobile Lead Capture

Attendance Tracking & Onsite Context

Track who actually attended events with reliable check-in, while surfacing relevant attendee details so hosts and presenters have the right context.

Learn more about the On-Site Experience

Participation Records

Maintain a clear record of event participation over time to support education tracking, outreach reporting, and internal reviews.

Learn more about Event Management

Surveys & Feedback

Collect feedback after events to understand educational impact, patient needs, and opportunities to improve programming.

Learn more about Surveys

Reporting & Oversight

Report on attendance, engagement, and outcomes to support internal reporting, audits, and stakeholder communication.

Learn more about Reporting

Follow-Up & Communication

Use attendance data to send resources, reminders, or next steps automatically without manual coordination.

Learn more about Follow-up & Alignment

hapily blog

The latest from the hapily team:

What’s New in Mobile Lead Capture

What’s New in Mobile Lead Capture

See what’s new in hapily’s upgraded mobile lead capture experience — designed to deliver better data, more context, and faster follow-up fr...

How Direct2Care Turned Conference Conversations Into Trackable Revenue in HubSpot

How Direct2Care Turned Conference Conversations Into Trackable Revenue in HubSpot

Learn how Direct2Care replaced notebooks and business cards with real-time conference lead capture in HubSpot using hapily — improving foll...

How Gosiger Scaled Their Event Strategy While Giving 80% of Their Marketing Time Back

How Gosiger Scaled Their Event Strategy While Giving 80% of Their Marketing Time Back

See how Gosiger scaled 50+ events a year inside HubSpot with hapily — and gave 80% of their marketing team’s time back to strategy instead ...

 

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