hapily resources
Access all of our blog posts, case studies, webinars, podcasts & eBooks right in one spot.

Simplifying Tax Breakdown for Subscription Services Quotes
Learn the benefits of providing efficient tax breakdowns in quotes for subscription services. Enhance customer satisfaction and streamline ...

Organize Your SaaS Business: Managing Multiple Stripe Accounts
Discover why managing multiple Stripe accounts can help SaaS companies organize different services more effectively. Learn how this strateg...

Turning Event Registrations Into Smooth Sales with HubSpot and event•hapily
Simplify paid event registrations with HubSpot and event•hapily. Automate workflows, track ROI, and gain real-time insights for seamless ev...

Effortless Deal-to-Event Attribution in HubSpot with event•hapily
Effortlessly attribute deals to events in HubSpot with event•hapily. Automate workflows, track ROI, and gain real-time insights for smarter...

Navigating Complex CRM Challenges: AttriX's Success with Associ8
Learn how AttriX overcame complex CRM challenges with Associ8, transforming their customer management processes. Discover the strategic adv...

3 Reasons You Need Associ8’s Label Peeler
Associ8's label peeler can remove any unwanted association labels from HubSpot records! Here are just 3 different ways to use it.

3 Ways Unassoci8 Will Elevate Your HubSpot Game
Associ8's Unassoci8 feature allows you to remove unwanted associations from HubSpot records. Here are 3 reasons you need it!

How to Associate Recurring Deals To Their Original Deals in HubSpot
Wish you could automate recurring deals to their original deals in HubSpot? With Associ8, this is now possible! I'll show you how.

Automatic Same-Object-Type Associations With Associ8
Not that HubSpot allows objects of the same type to be associated, Associ8 can automate the process for you! Here's how it works.

How HubGem is Using Tick Tock Today for Education Clients
Our friends over at HubGem wrote a blog post on Tick Tock Today recently. Check out the rundown in this post then give it a read!

How to Filter HubSpot Tickets In the Customer Service Portal
Ever wanted your customers to be able to filter tickets in HubSpot's customer portal? With the Customer Service Portal app, this is possibl...

Associating HubSpot Contacts to Records That Aren't Created Yet
If you find that HubSpot records are entering your Associ8 workflow before there are objects to associate them to, there's a workaround! I'...