How hapily ties customer requests to revenue opportunities with Canny + HubSpot

"Canny is an invaluable way to engage directly with customers and prioritize our roadmap based on real usage and feedback."

hapily is a product studio focused on building tools for HubSpot. Their tools, like event•hapily for event management and quote•hapily for CPQ, help teams get more out of HubSpot.

They’re always listening to users to figure out what to build next. That’s where Canny helps.

Too much feedback, not enough clarity

Ryan Huff wears a lot of hats at hapily. He’s the COO, CTO, and CPO. That means feedback comes at him from all directions—support tickets, sales calls, and partners.

Tracking it all wasn’t easy.

"We wanted a centralized place to gather requests, prioritize the roadmap, and make sure we were actually listening to what customers needed."

The team also wanted to connect product feedback to deals in HubSpot. That way, they could see which feature requests had revenue behind them. It would help them prioritize work that moved the needle.

"We've been getting stricter about getting feedback into Canny: during a sales deal, if a prospect asks for a feature, I require reps to add that person as a voter on an idea before we have a conversation about it. It introduces that prospect to the forum, gives them visibility into not just what we’ve delivered and what is planned, but also how engaged we are with customers. It’s a good look."

A feedback loop that runs on Canny

hapily set up Canny boards for both public and internal feedback. They use them across the entire product lifecycle. That includes during beta tests, live sales conversations, and after launch.

Boards are embedded everywhere: in their app, on the website, in emails, and in support flows. This makes it easy for customers to share ideas, vote on features, and follow updates as things ship.

"It’s really gratifying when we ship something on the board, mark it complete, and let users know. It creates a full feedback loop and makes people feel heard."

Keeping everyone in the loop

They also use the Canny + Slack integration to get real-time notifications when new feedback comes in. This ensures the whole team is aware of what customers are asking for, without having to dig.

Tying feedback to revenue

Canny helps the hapily team stay aligned. Sales reps log feedback from calls directly in HubSpot. Product managers use Canny during product discussions to ground decisions in real input.

"We look at the number of deals tied to certain features, sometimes even more than vote counts. That helps us shape our roadmap in a way that supports growth."

Canny is also a helpful signal during sales cycles. If a prospect is posting or voting, the team sees that as a sign they’re invested.

Smarter decisions, better alignment, and happier customers

Canny helps the hapily team stay aligned. Sales reps log feedback from calls, and product managers use Canny during product discussions to ground decisions in real input.

"We seeded the boards with known requests during setup, and since then it’s helped us have more focused product discussions."

One example: During the Quote hapily launch, feedback was split on how to handle sales tax. The team shared three options on their Canny board. Even with just a few votes, they ruled out a complex path and picked the option that offered the best mix of value and speed.

"Canny helped us break down the problem, get input from real users, and move forward with confidence."

Why the hapily team recommends Canny

• Quick to set up and easy to use
• Keeps the team aligned on real customer needs
• Makes the roadmap more visible
• Helps close the loop after features launch
• Connects smoothly with tools like HubSpot and Slack
• Ties feature requests to revenue to guide prioritization

"If you care about building what your customers want and creating strong product-customer feedback loops, Canny is essential."

Start capturing insights that drive revenue, just like hapily. Create your own feedback board to prioritize features that close deals, keep customers, and grow your business.