Host customer events that keep them coming back for more.
Keep every touchpoint connected in HubSpot so relationships grow stronger every time you gather.
Customer events are all about turning the strong relationships you already built into lasting ones.
User conferences, advisory boards, workshops, and executive gatherings give customers time with your team, insight into what’s coming next, and a clear signal that their voice matters.
hapily keeps customer events connected inside your CRM, so attendance, feedback, and follow-up reflect what customers actually engaged with.
The result? Customers feel important, feel heard, and walk away with a stronger reason to stay.
Show Customers They Matter
Intentional invitations and real-time context help teams recognize who’s in the room and make each customer feel genuinely welcomed.
Turn Customer Input into Action
Attendance, engagement, and feedback stay connected so teams can respond thoughtfully and show customers their voice carries real weight.
Give Customers a Reason to Renew
Use participation and follow-through data across events to reinforce value, trust, and momentum that supports long-term retention.
Your Customer Event Strategy, Fully Connected in HubSpot.
Plan, run, and analyze every event on your calendar right where your team already works.
Customer Dinners
Customer dinners are meant to create connection, deepen relationships and spark meaningful conversations — but getting the right mix of people in the room, making them feel special and proving the impact afterward is usually where things fall short.
Where hapily helps:
Invite target accounts and track registration by segment so you’re bringing the right people to the table.
Surface key customer details at check-in so hosts know exactly who arrived and why they’re there
Track attendance and associate outcomes back to accounts to support renewal and expansion conversations
User Groups & Conferences
User events are where customers invest real time with your product and your team. The risk isn’t turnout — it’s walking away without a clear picture of who engaged, what resonated, and how that should shape what comes next on the roadmap.
Where hapily helps:
Segment and invite customers based on lifecycle, tier, or usage so the right people show up to the right sessions
Track session attendance and engagement so teams know what customers actually cared about
Capture feedback to inform follow-up, roadmap conversations, and future events
Customer Advisory Boards
Advisory boards create real influence when the right voices are at the table. The friction hits when participation and feedback get lost across tools instead of guiding what happens next.
Where hapily helps:
Invite the customers whose voices carry the most weight using CRM-powered segments.
Run clear, well-structured sessions with clean attendance and breakout tracking.
Capture feedback that ties directly to customer records so insights actually get used.
Spot engagement patterns over time to identify advocates and drifting accounts.
Customer Workshops & Training Sessions
Workshops exist to help customers succeed faster. The squeeze shows up when attendance, context, and follow-up are disconnected, making it hard to tailor enablement or spot where customers need help.
Where hapily helps:
Invite customers based on role, product usage, or maturity so training stays relevant
Use fast check-in and in-the-moment context alerts to help hosts understand who’s in the room
Keep training participation tied to registrant records so enablement history informs future sessions
Community Groups
Groups strengthen community and engagement — but tracking participation over time and keeping sessions consistent is difficult without a structured system.
Where hapily helps:
Track attendance with fast, consistent check-in to see who’s returning and who’s slipping
Gather session feedback for CS and product teams to understand what members value
Report on engagement trends across the entire group to show growth and impact
Beta Programs & Roadmap Previews
Beta programs reward your most invested customers with early access. Without clean tracking, it’s hard to tell who’s engaging deeply versus who simply opted in.
Where hapily helps:
Segment and invite customers based on fit and engagement so betas stay intentional
Track participation and feedback across sessions at the registrant level
Report on engagement to identify advocates, inform launches, and prioritize roadmap decisions
![[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams](https://hapily.com/hubfs/hapily-revonyx-proserv-webinar-on-demand.png)
![[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams](https://hapily.com/hubfs/IMG_3395-1.png)
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