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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.

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.

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.

hapily blog

The latest from the hapily team:

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Bringing Event Communications Into Your Plan From the Beginning (Without Overthinking It)

Event communication works better when it’s planned alongside the event itself. Here’s a look at how teams can plan as part of event setup, ...

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

Keep Your Entire Invite Strategy Connected to Your Event with Invite Manager

See how Invite Manager keeps invite lists, invite emails, and registration results tied to the event record so your invitation strategy sta...

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

Why hapily Is Doubling Down on Events: A Small Change That Brings Big Focus

We’re sharpening our focus on events — what’s changing, what’s staying the same, and why this sets hapily up for what’s next.

 

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