People and companies, connected
Keep a person’s contact details separate from their company. Link several people to the same business and record each person’s role.
For agencies, consultants and small sales teams.
Turn scattered contacts into your next client.
Keep the people you talk to, the companies they work for, and your next follow-up in one place. Add the details your business needs, without building another spreadsheet.
Free to use. No credit card, subscription, paid tier, or paid feature upgrade.
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.
Your daily work, together
Know who to follow up with.
And what to talk about.
Space for your important details
Add fields such as budget, service needed or renewal date. Keep related fields together so your team knows where to find them.
Your next conversation, planned
See overdue and upcoming follow-ups. Keep notes, conversation history and documents close, then mark a follow-up complete.
Useful lists you can use again
Filter by the details you track, such as budget or renewal date. Save a list for yourself or your team, and group matching records.
Bring in data without starting over
Import contacts or companies from CSV or Excel. Choose whether to skip existing records, fill gaps or update the fields you select.
Forms that ask the right questions
Choose which extra fields visitors see on your lead form. Ask for the details you need and mark important answers as required.
Better together
Your tools.
Your leads.
One connected workspace.
Bring enquiries from your forms, ads and other tools into Happitap. Choose where each answer goes—for example, match “Project spend” in your form to “Budget” in your workspace.
Build your workspaceConnections that fit your day
Google Ads
Facebook
LinkedIn
Google Forms
WordPress
Zapier
Make
Apify
Preview how incoming details will be saved. If a delivery fails, check the issue, fix the mapping and try again. Provider accounts and setup are required.
Explore connections →Now on the Chrome Web Store
A useful page. Your next connection.
Save contacts and companies from a webpage to Happitap. Review the details, keep the source context, and check for existing records before saving.
Requires a Happitap workspace and a dedicated API token. Reads pages only when you click. You review the form before sending it to your workspace.
Works with your AI tools
Give your AI assistant
the details it needs.
Connect a compatible AI assistant to find contacts, read company details and update information you allow it to change. Your team and your assistant can work from the same records.
- Find contacts that match your saved criteria.
- Save reviewed research into your own fields.
- Let an assistant suggest a missing field for an administrator to approve.
You choose the access
Start with permission to read.
Let your assistant look up information first. Allow changes only when you are ready, set when access expires, and remove it when you no longer need the connection.
For your developer or automation partner
Happitap provides an API for other apps and MCP for compatible AI assistants. These connections need setup; Happitap does not include a built-in research agent or automatically send follow-up campaigns.
API & MCP setup guide →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.
Put your next step into practice
Tools for the way you work.
Keep the conversation moving
Keep a record of the last conversation and plan the next one.
Explore the workflow →A shared view for your agency
Keep incoming enquiries and project conversations in one place.
Explore the workflow →Build your AI workflow
Let a connected assistant use the contact and company details you choose.
Explore the workflow →Free tools. Useful results.
Make the next step simpler.
Check your data, plan your follow-ups, and understand your conversion rate. No signup required.
Check your lead CSV
Find missing details, repeated emails, and formatting issues before import.
Use free tool →Plan your follow-ups
Build review dates around a start date and your chosen cadence.
Use free tool →Calculate conversion
See the rate for a defined lead cohort, with the formula explained.
Use free tool →A few good questions
Before you get started.
Who is Happitap for?
Agencies, consultants, service businesses and small sales teams that want a simple way to organize enquiries and follow up.
Can I bring my existing leads?
Yes. Import contacts or companies from CSV or Excel and choose where each column goes. Contact exports include the extra fields you select. Downloads are private to you and expire after seven days.
What is a custom field?
It is an extra place to store a detail your business cares about. For example, an agency might add project budget, service needed and renewal date. People and companies can each have their own fields.
Can I update existing contacts safely?
Yes. Choose to skip matches, fill empty fields or replace the fields you select. Blank incoming values do not erase existing information.
Will Happitap send messages automatically?
Adding contacts, updating fields or setting a follow-up date does not start an automatic campaign. Follow-ups help your team plan the next conversation.
Where can I review plans?
Happitap is free to use. There is no subscription, paid tier, or paid feature upgrade.
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.