How to | Use HubSpot Campaigns with Event Builder

🧩 How the hapily Event Builder works with the HubSpot Campaigns Tool

This guide explains how the hapily Event Builder connects with the HubSpot Campaigns tool — what assets are automatically associated, which need to be added manually, and why. You’ll also learn how to manually attach additional assets to keep your campaigns fully organized inside HubSpot.

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Overview

When you build an event using the hapily Event Builder, you have the option to create or link a HubSpot campaign to track all related assets — including forms, lists, emails, and landing pages.

Some assets are automatically connected to your campaign, while others require a quick manual step inside HubSpot.

This guide walks you through how the integration works and why certain campaign assets can’t be auto-linked via API.

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Step 1: Create an Event in hapily

1. From your hapily dashboard, click Create Event.

2. Enter your event details: 

3. Click Next to move into the Event Builder setup.

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Step 2: Build Your Assets

hapily’s Event Builder can automatically create a variety of HubSpot assets for you, including:

• Registration Form

• Lists

• Emails (sent via workflow)

• Landing Page

• In-person lead capture forms

• Zoom meeting (optional)

You can choose which items to build. For example, if your event doesn’t need a landing page or Zoom link, you can toggle those off.

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Step 3: Connect to a HubSpot Campaign

When prompted, choose Create a New Campaign (or link to an existing one).

hapily will automatically create the campaign in HubSpot and associate certain assets with it.

Automatically Associated Assets

• Forms (e.g., registration and lead capture forms)

• Lists (e.g., event registrants or attendees)

Not Automatically Associated

• Emails

• Landing Pages

• Workflows

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Step 4: Why Only Lists and Forms Are Auto-Linked

This behavior comes directly from the HubSpot Campaigns API.

The API currently only allows the automatic association of:

• Forms

• Lists

• External pages

Because of this limitation:

• hapily can automatically link your lists and forms during event creation.

• hapily cannot automatically link your landing pages or emails, since those asset types aren’t supported for association via API.

You can still manually attach those assets in HubSpot after the event is created (see below), ensuring your campaign is complete.

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Step 5: Review the Campaign in HubSpot

Once the event build is complete:

1. Click View in HubSpot from the Event Builder confirmation screen.

2. You’ll be taken directly to your newly created HubSpot Campaign, automatically named to match your event.

Here, you’ll see your associated lists and forms already linked to the campaign.

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Step 6: Manually Add Additional Assets

To Add Emails

1. In the campaign record, click Add Assets.

2. Choose Marketing Emails.

3. Search for your event name (e.g., Connor’s Surprise Birthday Party) and check the relevant email(s).

4. Click Save.

To Add Landing Pages

1. In the same Add Assets menu, go to Content → Landing Pages.

2. Search for the page created by hapily (or any event landing page you built).

3. Select and save it to associate it with your campaign.

💡 Tip: Even if you skipped creating a landing page during event setup, you can always add one later in HubSpot and associate it here.

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Step 7: Why Workflows Don’t Appear as Addable Assets

HubSpot only allows contact-based workflows to be associated with campaigns.
hapily’s registration confirmation workflow is registrant-based, meaning it won’t appear as an option under “Add Assets.”

That’s completely normal — and it won’t affect your reporting.

Important Distinction

• You won’t see workflow automation metrics in the campaign.

• You will still see email performance data (sends, opens, clicks) for your registration confirmation emails, since those are marketing emails automatically created and linked to the workflow.

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Step 8: Verify and Finalize Your Campaign

After adding any missing assets:

• Check that your lists and forms are already linked (they should be).

• Make sure your emails and landing pages are manually added.

• Optionally, rename the campaign or adjust its goals for cleaner reporting.

Now, your HubSpot campaign fully reflects all the assets built by hapily — keeping your event tracking unified across forms, lists, emails, and pages.

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Summary

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Need Help?

If you have questions or run into any issues connecting hapily events to HubSpot campaigns, reach out to care@hapily.com — our team is always happy to help.