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Max Cohen: How hapily is Making Event Management and Sales Automation Easier in HubSpot

Managing events in HubSpot is challenging, but in a recent UpYourStack episode, Max Cohen of hapily joins Noah Berk to discuss seamless event management and sales automation solutions that integrate directly with HubSpot.

Noah Berk
Noah Berk

Feb 04, 2025

Managing events and sales processes inside HubSpot has always been a challenge. Many event management tools don’t integrate well, and sales reps often rely on instinct rather than clear guidance. In a recent episode of UpYourStack, Max Cohen, Chief Evangelist at hapily, joined Noah Berk to discuss how hapily is solving these problems with tools that make event management and sales automation work seamlessly within HubSpot. If your company runs events, attends trade shows, or wants a smarter way to guide sales reps, this conversation is worth your time.
 

Event Management in HubSpot: What’s Missing?

HubSpot users have long struggled with tracking event data, managing attendee interactions, and measuring event ROI. Most event tools offer basic integrations that only sync contact data, leaving gaps in session tracking, lead attribution, and follow-up workflows. hapily set out to fix this by creating event hapily, a tool designed to make HubSpot itself the event management platform—without relying on third-party apps.
 

What Makes event hapily Different?

Instead of forcing companies into a rigid event management system, hapily allows teams to:
  • Customize their event process based on their needs.
  • Capture leads at trade shows and automatically associate them with deals.
  • Use HubSpot workflows to automate post-event follow-ups and lead nurturing.
  • Track session attendance and engagement inside HubSpot.

"Other event tools integrate with HubSpot as an afterthought. With event hapily, we built an event management system that truly works inside HubSpot," says Max.

 

Helping Sales Reps with Smart Guidance

Another area where hapily is making an impact is sales automation. Many sales reps still rely on gut feelings when deciding on pricing, discounts, or approval processes. hapily’s rule engine changes that by giving sales teams real-time recommendations based on customer behavior. For example:
 
  •  If a customer has spent $10,000+, the system can prompt a sales rep to offer a discount.
  • If a product requires manager approval, hapily can flag it automatically.
  • If a deal is stuck in the pipeline, hapily can nudge the rep with next steps.
"Instead of assuming your sales reps always know the right move, hapily gives them the guidance they need in the moment," explains Max.
 

When Do You Need a Tool Like event hapily?

Some businesses assume they only need event management software if they host dozens of events per year. Max challenges that idea.

Even if a company only attends a few trade shows annually, the time spent on manual lead tracking, follow-ups, and reporting can add up fast. With hapily, event leads are automatically added to HubSpot, tracked, and attributed to revenue, making follow-ups more efficient.

"You don’t need to be running events every month to benefit from event hapily. If you’re capturing leads at just a couple of trade shows a year, the time savings alone make it worth it," Max says.

Final Thoughts: Why hapily is Changing the Game for HubSpot Users

hapily is solving two major pain points:
  • Event management inside HubSpot—without spreadsheets or manual imports.
  • Sales automation that provides real-time guidance—so reps always make the right decision For companies that run events or want a more structured sales process, hapily makes HubSpot more powerful without forcing users into a rigid system.

Ready to Simplify Your Processes?

If you’re looking to optimize your HubSpot stack, Aptitude 8 is here to help. Contact us today to learn how we can help you integrate, customize, and optimize these platforms for your unique needs.
 
 
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Apple Podcasts  //  Spotify  //  YouTube
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