What hapily does

hapily is a CRM-native event management platform built exclusively for HubSpot, providing B2B teams with a unified system to plan, run, and measure in-person, virtual, and hybrid events entirely inside their CRM. The platform installs five dedicated custom HubSpot objects (events, sessions, registrants, speakers, sponsors) that behave like native HubSpot records, enabling real-time two-way sync, workflow triggers, and reporting without middleware or field mapping. Its product surface covers the full event lifecycle: pre-event (registration flows, landing pages, communications, paid ticketing, session management), on-site (AI-powered mobile lead capture, QR check-in, badge printing, real-time CRM sync), and post-event (automated follow-up, sales enablement, deal-to-event attribution, and ROI reporting). AI is embedded in the mobile lead capture app for badge/business card scanning, contact and firmographic enrichment, voice-note transcription, and AI-drafted personalized follow-up emails.

The company serves a horizontal mix of B2B verticals — B2B SaaS (primary), education and non-profits, healthcare, coaching and training, professional services, associations, and manufacturing — anchored by enterprise customers such as Imperial PFS, Gosiger, Duke Corporate Education, Edelman, and Optimum Healthcare IT. Revenue is generated via a SaaS subscription model with quote-based enterprise pricing, an annual billing cadence, and a hybrid go-to-market that combines product-led self-serve distribution through the HubSpot App Marketplace with sales-assisted enterprise demos. Strategic distribution advantages include HubSpot Ventures backing and Certified App Partner status, providing access to HubSpot's 200,000+ customer base.

The business operates with 11–50 employees, is privately held, and is backed by 'Group 117' (per the company's website). In January 2026, hapily spun out its Configure-Price-Quote product into a separate company, Quotivity, allowing the core business to concentrate on event management. The company is SOC 2 Type II certified (as of 12/31/2024), GDPR and CCPA compliant, and runs on AWS infrastructure (us-east-2) with Stripe for payment processing.

Name

hapily

Legal name

hapily

Website

https://hapily.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

hapily is a HubSpot-native event management platform that helps B2B teams run the full event lifecycle — registration, on-site AI lead capture, and ROI attribution — directly inside HubSpot CRM, serving enterprise customers like Imperial PFS, Gosiger, Duke, and Edelman.

Ownership category

akta.pro rank

Product category

Event Management Software

NAICS

Convention and Trade Show Organizers (561920)

akta.pro primary industry

On-Demand Video Hosting & Content Repurposing (VOD Libraries, Highlights, Editing) (THAHAOAN)

Keywords

• Event management software
• HubSpot CRM integration
• Mobile lead capture
• Event ROI attribution
• Event registration platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: hapily operates on a subscription recurring revenue model, charging customers for access to its event management platform built for HubSpot. Pricing is not publicly disclosed and likely varies by HubSpot plan tier and event volume.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

hapily is a CRM-native event management platform built exclusively for HubSpot, providing registration, check-in, mobile lead capture, and event ROI attribution. The platform installs five custom HubSpot objects (events, sessions, registrants, speakers, sponsors) and provides two-way real-time sync with HubSpot CRM, eliminating the need for middleware. It is sold as a SaaS subscription, primarily through the HubSpot App Marketplace, to mid-market and enterprise teams running in-person events, trade shows, and field marketing programs.

Product overview

hapily is a unified event management platform built natively for HubSpot CRM, offering a modular architecture with core event management capabilities supplemented by specialized modules. The platform centers on Event Management as its foundation, with eight integrated modules covering the full event lifecycle: Marketing & Promotion and Advanced Registration Flows for pre-event planning and registration; Ticketing & Paid Events for revenue collection; On-Site Experience and AI-Powered Mobile Lead Capture for during-event operations; Sales Alignment and Attribution & Insights for post-event follow-up and ROI measurement. The platform uses custom HubSpot objects (events, sessions, registrants, speakers, sponsors) enabling native integration with HubSpot workflows, reports, and automations without middleware or field mapping. A spinoff company, Quotivity, provides separate CPQ functionality for HubSpot.

Differentiator

Problem solved

Functional benefit

Products and services

• Event Management Core platform for planning, managing, and tracking events natively within HubSpot CRM. Includes custom objects for events, sessions, registrants, speakers, and sponsors with full customization, automation, and reporting capabilities. For HubSpot-using B2B marketing, field marketing, and RevOps teams.
• Marketing & Promotion Event marketing tools including event landing pages, communications manager, invite manager, and registration flows that leverage existing CRM data to drive attendance. For HubSpot marketing teams promoting in-person events.
• Advanced Registration Flows Purpose-built registration experience with multi-person registration, session selection at sign-up, paid ticketing, and capacity management that writes structured records to HubSpot. For event organizers running complex multi-session, multi-attendee registrations.
• Ticketing & Paid Events Paid event functionality enabling ticket sales, registration type management, purchase tracking via Stripe, and HubSpot deal synchronization for event-driven revenue visibility. For event organizers monetizing events through ticket sales.
• On-Site Experience On-site operations including QR code check-in, badge printing, attendee tracking, and real-time HubSpot synchronization for live event management. For on-site event staff running conferences, trade shows, and field events.
• AI-Powered Mobile Lead Capture Mobile app for capturing leads at events via badge scanning and business card photos, with AI enrichment filling in contact details and AI-generated follow-up emails composed from conversation notes. For booth staff, sales reps, and event marketers working in-person events.
• Sales Alignment Tools giving sales teams visibility into event attendance and lead context for timely, relevant follow-up with event-engaged prospects. For B2B sales and SDR teams consuming event-generated leads from HubSpot.
• Attribution & Insights Event ROI reporting connecting pipeline and revenue to events with automatic deal attribution, enabling measurement of which events and audiences drive actual business results. For marketing and RevOps leaders reporting on event ROI.

Quantifiable outcome

• Imperial PFS scaled their event strategy across 140+ trade shows and brought it all into HubSpot
• +6 more outcomes

Named customers16 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature10 records

Partnerships

Six partnerships are on record, tiered minor, core infrastructure, core, flagship/core and operational.

• QuotivityminorStrategic or Co-development Partner · 8 January 2026Quotivity was spun out of hapily as an independent company dedicated to advancing its Configure-Price-Quote (CPQ) solution for HubSpot users. hapily CEO Connor Jeffers made a personal investment in Quotivity. Both companies remain close partners in the HubSpot App Ecosystem, with Ryan Huff serving as CEO of Quotivity.
• Amazon Web Services (AWS)core infrastructureTechnology or IntegrationAWS is hapily's primary cloud infrastructure provider. All compute and storage services reside in the us-east-2 AWS region. hapily leverages AWS KMS for secure encryption key storage and management. AWS provides the underlying infrastructure for hapily's multi-product SaaS platform including event-hapily, quote-hapily, and saas-hapily.
• StripecoreTechnology or IntegrationStripe is used for PCI-compliant payment processing and subscription management across hapily products. For saas-hapily, Stripe API keys, customer data (ID, name, email, phone, shipping address for 30 days), and transaction data are processed through Stripe. Stripe enables paid event ticketing and HubSpot Payments integration.
• HubSpotflagship/coreTechnology or IntegrationHubSpot is hapily's core CRM platform and primary integration target. hapily is built natively on HubSpot's platform using custom objects, and is a Certified App Partner and HubSpot Ventures portfolio company. The integration provides two-way sync, workflow triggers, and full event data model within HubSpot's ecosystem.
• GoogleoperationalTechnology or IntegrationGoogle is used for email, documents, and collaboration. Hapily uses Google services for internal operations and likely leverages Google Workspace for team collaboration.
• SlackoperationalTechnology or IntegrationSlack is used for collaboration and communication with internal teams and partners. Hapily likely uses Slack for internal communications and customer success communications.

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Eventbrite: Eventbrite is a broad self-serve event ticketing and registration platform, explicitly listed by hapily as a comparison page competitor. It targets a wider consumer-and-SMB audience and is not built for HubSpot-native B2B event attribution.
• Hopin: Hopin is a virtual and hybrid events platform with substantial venture backing that has expanded into in-person event tools. It competes with hapily for event-marketing budget, particularly for hybrid and virtual event use cases.
• Cvent: Cvent is an established enterprise event management suite covering registration, venue sourcing, and on-site logistics. It competes with hapily for large corporate event programs and has a much broader footprint, but is not HubSpot-native.
• HubSpot Marketing Hub (Marketing Events object): HubSpot's own Marketing Events object is the closest native alternative for HubSpot customers, and hapily explicitly positions against it on the basis of supporting more complex multi-session events. It is both hapily's primary platform partner and its most credible potential competitive threat.

Direct peers

• Popl: Popl provides digital business cards and lead-capture at events, named by hapily as a direct competitor. Both target on-site badge scanning, but Popl pushes one-way into HubSpot Contact fields rather than supporting hapily's full custom object model.
• iCapture: iCapture is a trade-show lead capture app that syncs to CRMs, referenced by hapily as a competitor that only syncs to the Contact object and treats HubSpot as a flat data drop zone. It competes in the same on-site lead-capture use case.
• Mobly: Mobly is an event lead-capture and follow-up app for sales reps at trade shows, named in hapily's competitive comparison. It competes head-to-head in mobile lead capture but does not offer HubSpot's custom object depth.
• Splash (by Bizzabo): Splash is an event marketing platform focused on branded event experiences and registration, now part of Bizzabo. It directly overlaps with hapily's marketing and registration use cases for B2B teams.
• Bizzabo: Bizzabo is a leading end-to-end event experience platform for B2B conferences and trade shows. It directly competes with hapily in event registration, on-site lead capture, and event ROI reporting, though it is CRM-agnostic rather than HubSpot-native.

Emerging players

• SimpleEvents.io: SimpleEvents.io is a smaller event management tool that hapily compares against on its website. It targets HubSpot users with event registration and check-in, representing a more focused emerging competitor in the same niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@builthapily
• LinkedInlinkedin.com/company/built-hapily
• Instagraminstagram.com/builthapily
• TikToktiktok.com/@builthapily

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about hapily