A home for every lead.
Bring contacts from forms, connected sources, and spreadsheets into one view. Find the people who need your attention.
A little more connected.
Make room for your next opportunity.
Bring your leads, conversations, and follow-ups into one shared workspace. Give every connection a clear next step.
Your people. Your pipeline. Your next chapter.
Studio NorthSample workspace
All leadsFollow-ups
| Name | Source | Next step |
|---|---|---|
| Alex Stone | Website | Say hello |
| Morgan Kim | Follow up | |
| Jamie Reed | Referral | Share details |
Every conversation has a place to grow.
Illustrative product view. Names and records are fictional.
Less searching. More doing.
Everything you need to keep things moving.
Context for every conversation.
Keep contact details, notes, timeline activity, and useful documents close. Pick up the conversation with the details in view.
Clarity for your team.
Invite colleagues into your workspace, schedule follow-ups, and keep your next steps organized.
Better together
Your tools.
Your leads.
One connected workspace.
Connect the places where your enquiries begin, then manage the next conversation in Happitap.
Build your workspaceConnections that fit your day
Facebook
LinkedIn
Google Forms
WordPress
Zapier
Make
Pabbly
Resend
Choose your sources during setup. Provider accounts and configuration may be required.
From hello to happening
A clear start.
Then make it yours.
- 1
Create your workspace
Add your account details and choose a name for your team’s workspace.
- 2
Verify your email
Follow the link in your email, then log in to your workspace.
- 3
Bring your work together
Use Getting started to add a lead, connect a source, invite a colleague, or upload a document.
A few good questions
Before you get started.
What can I manage in Happitap?
Leads and contact details, conversation activity, follow-ups, documents, connected lead sources, and your workspace team.
Can I bring my existing leads?
Yes. The workspace includes CSV and Excel import with column mapping, as well as tools for exporting your leads.
Where does my team log in?
Signup creates a workspace address. Verify your email and log in there, or use the Log in link to find your account.
Where can I review plans?
After logging in to your workspace, open Pricing to review the plans available to you.
Do I need to connect every integration?
No. Start with the sources you use. You can also add a lead manually or import a spreadsheet.
Make space for what’s next.