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Task Management

From booth follow-ups to pre-show prep, assign and manage tasks across your entire event lifecycle — right inside HubSpot.

Why Manage Event Tasks Inside HubSpot?

All Tasks, One Source of Truth

View, create, and manage tasks directly on the event record — no scattered lists, no missed steps.

Assign, Track, Deliver

Delegate with clarity. Assign owners, due dates, and context so your team knows exactly what to do and when to do it.

 

Simplified Lead Follow-Up 

Capture leads at your event, fire off a workflow, and instantly assign the follow-up — without lifting a finger post-event.

1. Turn Onsite Lead Capture into Action

Scan a QR code, submit a form, and instantly route the new contact to a sales rep with an assigned follow-up task — automated and ready to go.

2. Use Workflows for Seamless Handoff to Sales

Trigger a workflow that not only alerts your team but creates a task tied to the contact and the event—so no lead is left hanging.

3. Use Tasks to Plan with Precision When Hosting

Create prep tasks right on the event record — think booth setup, speaker prep, swag shipment — and assign them to the right teammates.

4. Personal To-Do Lists, Automatically Updated

Every assigned task flows into your HubSpot task list, keeping your event team focused and your timelines tight.

5. See the Full Story on Event Records

Every email, note, task, form submission, meeting, and interaction—automatically logged on the event record. Total visibility, no detective work required.

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

event-hapily-communication

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

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Check-in Without the Stress: The Easiest Way to Track Attendance in HubSpot

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Registration
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...

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July 03, 2025

event management

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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