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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

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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

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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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