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Sales alignment that moves the needle.

Give sales full visibility into event leads and engagement, with automatic tasks and follow-up that keep deals moving.

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Give your sales team full visibility to close with confidence:

Full Visibility for Sales

Give sales a clear view of event leads, engagement, and history so they know who to prioritize and why.

Automatic Follow-Up and Tasks

Trigger tasks and next steps automatically when sales-ready activity happens, keeping momentum high without manual handoffs.

Faster Handoffs,
Better Outcomes

Route leads and context to the right owner instantly so sales can act quickly and close more deals.

Features:

AI-Powered Mobile Lead Capture

Mobile Lead Capture with Circle 2x

Scan badges on any Apple or Android mobile device, enrich contact data in real time, and sync everything to HubSpot in real-time.

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View Upcoming Events

Upcoming Events HubSpot Calendar View with Circle 2x

See all of your upcoming events in one convenient calendar view.

Create Tasks for Your Sales Reps

Created Task for Sales Rep with Circle 2x

Keep all of your reps on the same page with tasks that live right inside of event records.

Create and Manage Leads from Events

Lead Management Sales Dashboard View with Circle 2x

Create leads directly inside your CRM and use advanced reporting tools to track their impacts on sales.

Attribute Deals to Events

Dual Deal Attribution Workflows with Circle 2x

Automatically tie influenced pipeline and revenue to events with deal attribution workflows.

No More Waiting on CSVs

Skip the pricey scanners and post-event spreadsheets. With hapily’s Mobile Lead Capture, your team can scan badges, enrich data instantly with AI, and sync everything directly to HubSpot in real time.

No matter what your event needs, we've got you covered:

hapily blog

The latest from the hapily team:

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

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

Learn how CRM-powered events build trust in professional services by connecting event data with client context, ensuring seamless execution...

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

February 19, 2026

Release Notes | January 2026

Release Notes | January 2026

A quick look at new feature releases, improvements, and bug fixes.

Release Notes | January 2026
Nikki Zangardi

February 06, 2026

How Enriched Lead Data Strengthens Your Post-Event Strategy

How Enriched Lead Data Strengthens Your Post-Event Strategy

Capturing leads is easy, but enriching them is where the magic happens.

How Enriched Lead Data Strengthens Your Post-Event Strategy
Nikki Zangardi

February 03, 2026

 

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