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Lead Management

Turn booth scans and registrations into warm, ready-to-work leads — automatically assigned and tracked in HubSpot.

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Why Track Event-Influenced Deals in HubSpot?

Route Leads Instantly to the Right Reps

No more spreadsheets or delayed follow-ups. Leads go straight to the people who need them with full context.

Keep Sales in Their Flow

Create tasks directly on the deal record, so reps know exactly where to follow up — and how to work it into their talk track.

Let Automation Do the Admin Work

From assigning owners to sending internal alerts, workflows handle the logistics so your team can focus on conversion.

1. Create Leads Automatically in HubSpot’s Prospecting Workspace

New event leads are generated and pushed into the lead prospecting dashboard — so they’re prioritized alongside the rep’s other high-intent contacts.

2. Trigger Follow-Up Tasks Right on the Deal Record

Workflows create tasks tied to the right deal, making it easy for sales reps to follow up with context and continuity.

3. Send Instant Lead Assignment Alerts to Reps

Notify reps the moment they’re assigned a new event lead —complete with who it is, what they did, and why they matter.

No Matter Your Virtual Event Needs — We've Got You Covered
From Attendance Reports to Zoom Sync

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Communications

Segment registrants and attendees s to target relevant event updates.

Reporting

Generate reports based on registration, attendance, engagement rates & more.

Website Updates

Keep your website up-to-date with the latest event info.

Attribution

Discover what events generate leads and which deals they influence with clear-cut attribution.

Zoom Sync

Automatically sync meeting & webinar data from Zoom, keeping your lists updated in real-time.

Capacity Management

Automatically turn off forms when events reach max capacity or end.

event•hapily blog

The latest from the event•hapily team

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.

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

January 07, 2026

announcement
[ON-DEMAND WEBINAR] The ELG Advantage: Using Partner Data to Supercharge Your Event Strategy with Crossbeam, HubSpot, and hapily

[ON-DEMAND WEBINAR] The ELG Advantage: Using Partner Data to Supercharge Your Event Strategy with Crossbeam, HubSpot, and hapily

Whether you’re planning one flagship event or a full event calendar, this webinar gives you a clearer, more connected way to plan, run, and...

[ON-DEMAND WEBINAR] The ELG Advantage: Using Partner Data to Supercharge Your Event Strategy with Crossbeam, HubSpot, and hapily
Nikki Zangardi

December 22, 2025

webinar
Build It Right the First Time: Customizing Event Builder to Capture Details You Rely On

Build It Right the First Time: Customizing Event Builder to Capture Details You Rely On

Learn how to customize hapily's Event Builder in HubSpot for a truly customized end-to-end event management experience.

Build It Right the First Time: Customizing Event Builder to Capture Details You Rely On
Nikki Zangardi

December 17, 2025

event builder

Level Up Your Event Strategy Needs with event•hapily.

Unleash the full potential of your industry events with the ultimate all-in-one HubSpot event management app.

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