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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

Sync or Sink: Run Virtual Events That Actually Talk to Your CRM

Sync or Sink: Run Virtual Events That Actually Talk to Your CRM

Run Zoom webinars and meetings directly from HubSpot with event•hapily — track registrations, automate follow-up, and keep every detail exa...

Sync or Sink: Run Virtual Events That Actually Talk to Your CRM
Nikki Zangardi

July 03, 2025

event management
Why Your CRM Should Be Your Event Planning HQ (Yes, Really)

Why Your CRM Should Be Your Event Planning HQ (Yes, Really)

Discover how using HubSpot and event•hapily to plan your events keeps everything centralized, collaborative, and trackable — from the first...

Why Your CRM Should Be Your Event Planning HQ (Yes, Really)
Nikki Zangardi

July 03, 2025

event management
How to Capture Event Feedback in HubSpot That Actually Tells a Story

How to Capture Event Feedback in HubSpot That Actually Tells a Story

Learn how to use event•hapily’s registrant object to collect meaningful feedback in HubSpot and turn post-event surveys into real, actionab...

How to Capture Event Feedback in HubSpot That Actually Tells a Story
Nikki Zangardi

July 02, 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!