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Simple Events account setup: Plans, HubSpot & Security

This article describes the account setup and management options available for Simple Events, including plan-level support, onboarding, HubSpot integration best practices, and platform security and data-handling features.

Summary

  • Simple Events offers tiered plan options with different support and onboarding choices. HubSpot attendees should be registered via workflows rather than batch import. The platform supports secure data handling and can be tested with a short subscription.

Plans and support options

  • Pro plan

    • Does not include ongoing live calls or scheduled onboarding.
    • Self-serve setup is supported via the product knowledge base.

  • Enterprise plan

    • Provides the option for more hands-on setup and automation.
    • An optional onboarding service is available for a one-time fee of $1,000 to get fully up and running.

Testing and subscriptions

  • It is possible to complete a short-term subscription (for example, a one-month test) to evaluate the platform before committing to a longer-term Enterprise upgrade.

HubSpot integration and attendee management

  • For active HubSpot lists, do not use the Batch Import feature.
  • Use a HubSpot workflow action to register contacts into an event (for example, “Manually Enroll a Contact into an Event Using a Workflow Action in HubSpot”). This enables automatic enrollment from HubSpot lists into Simple Events.
  • Registering attendees via workflows supports on-site management workflows such as check-in and use of unique QR codes for attendees.

Security, compliance, and data handling

  • Data transfer protections and processors

    • The platform complies with the EU–U.S. Data Privacy Framework.
    • Data in transit is encrypted using TLS 1.3.
    • Third-party service providers include cloud hosting and operational services used per the platform’s instructions.

  • Data storage and retention

    • Data retention can be customized; data is retained indefinitely unless a removal request is submitted and handled per legal requirements.

  • Access controls and auditing

    • Role-based access control (RBAC) is used to limit access.
    • Permissions are reviewed on a regular cadence and changes are audited.

Administrative tasks and resources

  • Onboarding: available as a paid add-on for Enterprise customers to accelerate configuration and automation.
  • Self-setup: Pro customers are supported primarily through the platform knowledge base and self-service documentation.
  • HubSpot workflows: use workflows rather than batch imports for active lists to ensure automatic syncing of attendees.

Conclusion

  • Choose Pro for self-serve setup with knowledge-base support; choose Enterprise if you need onboarding and deeper automation (onboarding available for a one-time fee). For HubSpot integrations, register attendees via HubSpot workflows instead of batch import to enable automatic syncing and on-site check-in workflows that use unique QR codes. The platform maintains modern encryption, RBAC, and compliance with the EU–U.S. Data Privacy Framework.