Bring your field events to life inside of HubSpot.
Run smarter roadshows, meetups, and regional activations with everything connected, trackable, and easy to scale.
Field marketing is all about showing up in the right rooms with the right message at the right time.
Dinners, meetups, workshops, roadshows — every touchpoint should feel intentional and every attendee should feel known.
hapily keeps your entire strategy inside your CRM, giving your team a connected event workflow that helps you plan faster, promote with precision, capture richer data on site, and follow up with confidence.
The result? Smoother events, stronger pipeline, and impact you can actually prove.
Run Your Field Events with Ease
Spin up events in minutes and manage details, guest lists, reminders, and logistics from one place so teams stay aligned and nothing slips through the cracks.
Reach the Right People
Build targeted promotions in HubSpot using CRM data to invite the right prospects, partners, or customers and personalize every touchpoint along the way.
Turn Moments into Pipeline
Capture richer data onsite, automate follow-up, and connect every interaction to deals so field events become a measurable revenue driver.
Your Entire Field Marketing Stack, 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 deepen relationships and spark meaningful conversations — but getting the right mix of people in the room 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.
Give hosts visibility into dietary notes, VIP tags, and attendee context so the experience feels personal.
Attribute conversations and resulting deals back to the dinner so future investment is easier to justify.
Roadshows
Roadshows help you meet prospects and customers where they are — yet keeping each stop consistent and measurable is where most teams lose momentum.
Where hapily helps:
Promote each stop with location-specific invites and reminders. (Think “We’re coming to your city!”)
Capture onsite conversations with enriched scans so every interaction lands in HubSpot cleanly.
Compare performance across cities and show the revenue impact of the entire tour.
Lunch & Learns
Lunch & Learns are designed to educate and warm up your audience — but attendance, reminders, and follow-up often slip when everything lives across different tools.
Where hapily helps:
Send targeted reminders and confirmations to improve show rates and reduce no-shows
Capture attendee feedback immediately after the session so you know what resonated
Surface interest signals and seating/preferences at check-in so hosts can tailor the conversation
Field Activations
Field activations are built to spark quick, high-intent interactions — yet capturing those moments cleanly and routing them to the right workflows is usually the biggest gap.
Where hapily helps:
Promote where you’ll be and invite high-value accounts ahead of time to ensure the right people stop by
Scan badges or cards instantly with enriched contact and company data so every interaction is captured
Measure which activations actually influence conversations, meetings, or revenue
User Groups
User 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
Conference Happy Hours
Happy hours create space for casual connection and relationship-building — but without structure, it’s tough to know who actually attended or what follow-up should happen.
Where hapily helps:
Use RSVP pages, capacity limits, and automatic waitlists so you’re hosting the right crowd without overfilling the room
Check in guests quickly with dynamic QR codes and see exactly who attended versus who didn’t
Surface important attendee details the moment someone arrives so hosts can make conversations more intentional
![[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)
