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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:

A Bigger Booth Won't Fill Your Calendar: Using Event Meetings to Close More Deals

A Bigger Booth Won't Fill Your Calendar: Using Event Meetings to Close More Deals

See how Event Meetings helps fill your team's calendar with the right accounts before you arrive to your event, tracks who actually shows, ...

Stop Guessing What Your Events Are Worth And Prove Your Pipeline with Deal and Meeting Attribution Settings

Stop Guessing What Your Events Are Worth And Prove Your Pipeline with Deal and Meeting Attribution Settings

Sourced or influenced, first touch or all touch — see how hapily attributes event pipeline automatically inside HubSpot, so your events get...

Stay On-Brand: Own Your Full Registration Experience with Brand Settings and Email Sending Domains

Stay On-Brand: Own Your Full Registration Experience with Brand Settings and Email Sending Domains

Your brand shouldn't vanish the second someone hits register. Now you can keep every event touchpoint yours from signup page to calendar in...

 

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