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Workflow Automation

Automate every step — from registration to follow-up — without ever leaving HubSpot.

Why Use Workflows to Power Events?

Free Your Team from Manual Updates

Workflows handle attendee creation, cancellations, status changes, and lead routing automatically—so your team doesn’t have to.

Send Smarter Emails Without Lifting a Finger

Trigger timely, personalized emails using dynamic tokens — no copy-pasting or list-building required.

Turn Event Engagement into Action

Convert scans into leads and follow up with the right team instantly—so no connection goes cold.

1. Create or Cancel Registrants Automatically

Use workflows to register or remove attendees based on form submissions, changes, or internal actions — keeping everything clean and up to date.

2. Send Event Emails with Dynamic Tokens

Personalize confirmation emails, reminders, and follow-ups using event-specific tokens — so every message hits with context.

3. Update Registration Statuses Automatically

Registered, attended, no-show — you name it. Apply labels via workflow triggers to keep your data clean and actionable.

4. Generate Leads from Booth Scans

Turn scanned QR codes into tracked contacts or leads and route them instantly to sales via workflows tied to the event.

5. Launch Follow-Up Flows Instantly

Assign tasks, enroll contacts in nurtures, or notify your team the moment an event ends — no manual kickoff needed.

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

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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