Cogent

Technology partner

Prove more ROI from your events

hapily is a CRM-connected event management platform that helps teams plan smarter, drive more pipeline, and prove event ROI.

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About hapily

What it does

Events are one of the most powerful ways to build relationships, create opportunities, and drive revenue. And when you’re able to connect what happens before, during, and after an event, those opportunities only get bigger.

hapily brings your entire event strategy together with your CRM, giving marketing, events, and sales teams everything they need to plan smarter, capture meaningful engagement, and make the most of every event.

From registration and check-in to lead capture, follow-up, attribution, and ROI reporting, hapily connects the dots across every event you host, sponsor, or attend, helping you build stronger relationships, drive more pipeline, and prove the impact of your events — all within HubSpot.

Where it fits with Cogent: Used where a client needs events or extra HubSpot features without another separate system.

At a glance

Key points

  • Event Planning & Management: Build event websites, manage sessions, automate event setup, and keep event communications organized, all connected to HubSpot.
  • Advanced Registration: Create custom registration types and flows, manage group registrations, waitlists, approvals, and attendee portals to deliver flexible registration experiences.
  • Paid Ticketing & Monetization: Sell tickets, offer promo codes and discounts, and connect ticket purchases to HubSpot deals to track event revenue.
  • Onsite Check-In & Attendee Management: Streamline check-in with QR codes, manage attendees and sessions, and capture attendance data directly in your CRM.
  • AI-Powered Lead Capture & Meetings: Scan badges and business cards, enrich leads, and schedule and track onsite meetings at events you attend or sponsor.
  • Automated Follow-Up & Lead Management: Segment audiences, trigger personalized follow-up, and keep marketing and sales aligned using HubSpot workflows and event engagement data.
  • Event Reporting, Attribution & ROI: Track attendance, engagement, expenses, pipeline, and revenue to measure performance and prove event ROI.

Ideal for

Marketing, events, field marketing, demand gen, and RevOps teams using HubSpot who want to get more out of every event. Whether you’re hosting your own events, hitting the trade show circuit, or sponsoring industry conferences, hapily helps you work smarter, capture more opportunities, build stronger pipeline, and turn event activity into measurable results.

Use cases

Where hapily helps

  • Event ticket with a QR code for check-in on a phone

    01

    Trade shows and exhibitions

    Check visitors in with a QR code, and every conversation is on the contact record before the stand is packed away.

  • hapily creating lists, a landing page, emails and Zoom links for a new event

    02

    Webinars and training sessions

    Take registrations in HubSpot, see who attended, and send different follow-ups to attendees and no-shows.

  • Report of deals and revenue linked to events

    03

    Customer and partner events

    See which accounts came to your open day or user group next to their open deals, so follow-up has context.

Other partners

Thinking about hapily

We will tell you honestly whether it fits, how it connects to what you already run, and what it would cost all in.

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