How to add birthday field to hubspot

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How to add birthday field to hubspot – The default contact birthday property in HubSpot is a text field, so it can’t be used true to form in Workflows and various gadgets. In any case, you can make a custom date property and use it wherever inside the system.

In this article, you will find a one small step at a time guide on the most capable strategy to work with a date-driven Birthday property in HubSpot.

The best technique for how to add birthday field to hubspot

  1. Open your HubSpot record and snap the settings image in the essential course bar.
  2. In the left sidebar menu, investigate to Properties.
  3. Investigate to the Select a thing dropdown menu and snap Contact properties.
  4. Click Create property.
  5. Fill in Object type, Group, and Label and snap Next.
  6. You have successfully made a custom Date property.

Add a birthday field the default view

  1. Open your HubSpot record and snap the settings image in the chief course bar.
  2. In the left sidebar menu, investigate to Object => Contacts.
  3. Go to the Record customization tab, click Choose properties for default sidebar and the snap Edit.
  4. Use the request bar to look for the Birthday field.
  5. In the event that fundamental, change what is going on inside the part and snap Save.
    You have actually added one more Birthday property to your contact’s default screen.

Make a Center on date work process

One of the use cases for the Birthday field is sending automated messages with great greetings. The reasoning is clear: HubSpot truly takes a gander at the continuous date, and if it facilitates with a property assessment, the system plays out any action

  • Investigate to Workflows and snap Create work process
  • Click Start without any planning
  • select Contact-based
  • Click Contact date property
  • Select Birthday
  • On the Workflow page, set up a Delay of your choice
  • It shows when the work interaction will play out a movement.
  • Click at least an image to add an action
  • Set up one of the decisions
  • As we will send a Happy Birthday email, we select Send an email. Select one of the motorized messages and snap Save.
  • Click Review and disperse to review your work interaction settings.
  • Set up the Re-selection measures, so the contact will re-pursue the work cycle on different events

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