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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

How Pearagon Used event•hapily to Deliver a Sponsor-Ready Event Inside HubSpot

How Pearagon Used event•hapily to Deliver a Sponsor-Ready Event Inside HubSpot

Learn how Pearagon executed a sponsor-worthy event entirely within HubSpot, achieving seamless registration, clean data, and full funnel vi...

How Pearagon Used event•hapily to Deliver a Sponsor-Ready Event Inside HubSpot
Nikki Zangardi

May 14, 2025

case study
From Fishbowls to Full Funnel Visibility: How Imperial PFS Finally Made Trade Shows Worth It

From Fishbowls to Full Funnel Visibility: How Imperial PFS Finally Made Trade Shows Worth It

Discover how Imperial PFS transformed trade show lead management with event•hapily and HubSpot, achieving full funnel visibility and stream...

From Fishbowls to Full Funnel Visibility: How Imperial PFS Finally Made Trade Shows Worth It
Nikki Zangardi

May 01, 2025

case study
How Duke Streamlined Global Event Management with event•hapily + HubSpot

How Duke Streamlined Global Event Management with event•hapily + HubSpot

Discover how Duke Corporate Education streamlined their global event management by integrating event•hapily with HubSpot, enhancing efficie...

How Duke Streamlined Global Event Management with event•hapily + HubSpot
Nikki Zangardi

April 25, 2025

case study

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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