Turn conferences and tradeshows into measurable pipeline.
Capture better leads, streamline follow-up, and connect every booth conversation back to revenue — all inside your CRM.
Conferences and tradeshows are about showing up, standing out, and making the most of limited time on the floor.
Between badge scanners, business cards, spreadsheets, and delayed follow-up, valuable context disappears fast once the show ends.
hapily keeps your entire tradeshow motion inside your CRM — from pre-event outreach and onsite lead capture to post-event follow-up and attribution.
Every scan, conversation, and meeting rolls in cleanly, so your team leaves the show knowing exactly what happened and what to do next.
Capture More (and Better) Leads
AI-powered lead capture enriches every scan with verified contact and company data so sales leaves the event with real, usable leads in CRM.
Move Faster After the Event
With one click, send AI-powered follow-up using conversation context, add meeting links, and automatically trigger next steps so momentum doesn’t fade.
Prove Stronger Event Impact
Easily connect every event interaction to pipeline and ROI reporting, transforming events from a cost center into a repeatable growth driver.
Bring Every Conference & Tradeshow Moment Together in HubSpot.
From booth conversations to sessions to off-site events, every interaction is connected, actionable, and measurable.
Tradeshow Booths
Your booth is the anchor of your conference presence — but traffic alone doesn’t win. What matters is attracting the right people, capturing leads with full context, and making it easy for your sales teams to act on them immediately.
Where hapily helps:
Promote your presence by inviting past attendees, open deals, and target accounts to stop by or book time
Capture enriched leads and trigger follow-up instantly, turning walk-ups into hot leads instead of loose scans
Track how booth conversations progress from pipeline and revenue to prove investment
Conference Lead Capture (On-the-Floor Conversations)
Some of the best leads come from unplanned conversations in hallways, lounges, or between sessions. Without a consistent way to capture them, those moments often disappear entirely.
Where hapily helps:
Scan badges or business cards anywhere on the floor without relying on rented hardware
Automatically associate each scan to the correct event so nothing needs to be sorted later
Track lead quality and downstream performance instead of just counting scans
Sponsor Activations
Sponsor activations are how teams extend their presence beyond the booth — co-hosted spaces, partner tables, branded moments that create more surface area for conversations.
The challenge is that those interactions often live outside your core event workflow, which makes them harder to track, follow up on, and justify next time.
Where hapily helps:
Capture and enrich leads in the same system as your booth and sessions, so nothing lives in isolation
Tie each interaction back to the right activation, sponsor, or partner to understand what’s actually driving engagement
Show how sponsor-led moments contribute to meetings, pipeline, and revenue — not just foot traffic
Hosted Sessions & Breakouts
Sessions attract people who are actively trying to solve a problem or get better at something right now. The miss happens when attendance lives in isolation and that signal never informs how you follow up or what conversation comes next.
Where hapily helps:
Track exactly who attended each session and what they showed interest in
Trigger tailored follow-up based on session attendance, aligning outreach to real intent
Connect session participation to meetings, opportunities, and outcomes so content-driven interest turns into action
VIP Meetings & Demos
Pre-booked meetings are some of the highest-intent moments at an event. What’s missing is structure and visibility after the meeting ends.
Where hapily helps:
Keep VIP lists, schedules, and meeting context in one place
Trigger recaps, tasks, and deal creation while conversations are still fresh
Tie meeting outcomes back to opportunities so results don’t disappear post-event
After-Hours Events & Happy Hours
Ancillary events create space for real relationship-building, but they’re often hard to control and even harder to measure.
Where hapily helps:
Control attendance with RSVP pages, capacity limits, and waitlists so the right people get in the room
Send emails with QR Codes for a seamless check-in experience to track who actually attended
Attribute follow-up and pipeline back to the event, so these moments aren’t invisible
![[ON-DEMAND WEBINAR] The ELG Advantage: Using Partner Data to Supercharge Your Event Strategy with Crossbeam, HubSpot, and hapily](https://hapily.com/hubfs/24-4.png)
