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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.

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The latest from the event•hapily team

[ON-DEMAND WEBINAR] Wrangle the Roster: How event•hapily + Arrows Streamline Event Speaker & Sponsor Onboarding in HubSpot

[ON-DEMAND WEBINAR] Wrangle the Roster: How event•hapily + Arrows Streamline Event Speaker & Sponsor Onboarding in HubSpot

Whether you're wrangling speakers, managing sponsors, or just trying to keep the event machine humming, this is the behind-the-scenes tour ...

[ON-DEMAND WEBINAR] Wrangle the Roster: How event•hapily + Arrows Streamline Event Speaker & Sponsor Onboarding in HubSpot
Nikki Zangardi

September 01, 2025

webinar
[ON-DEMAND WEBINAR] No Loose Ends: How to Run Events and Manage Docs Seamlessly in HubSpot with event•hapily + Box Connector

[ON-DEMAND WEBINAR] No Loose Ends: How to Run Events and Manage Docs Seamlessly in HubSpot with event•hapily + Box Connector

Event files here. Registration forms there. Tasks everywhere. Let’s bring it all home to HubSpot.

[ON-DEMAND WEBINAR] No Loose Ends: How to Run Events and Manage Docs Seamlessly in HubSpot with event•hapily + Box Connector
Nikki Zangardi

August 04, 2025

webinar
Automate Like a Pro: Workflow Templates That Supercharge Your HubSpot Event Strategy

Automate Like a Pro: Workflow Templates That Supercharge Your HubSpot Event Strategy

From registration emails to ROI attribution, discover how event•hapily’s prebuilt HubSpot workflows help automate every part of your event ...

Automate Like a Pro: Workflow Templates That Supercharge Your HubSpot Event Strategy
Nikki Zangardi

July 11, 2025

Automation

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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Get ready to event•hapily...

Request a demo today!