How to Add Birthday Field to Hubspot?

To add birthday field to Hubspot When linked to an external form (in this case, Formstack), the Date of Birth default system field in Hubspot defaults to a single-line text field type rather than the conventional (epoch) date field style.

Only if there is no relationship with an external form may this be transformed to a standard format for context. Naturally, this is useless when integration is necessary.

Therefore, due to the difference in formats, when integrated with a Formstack form that has a mapped date field (also in the standard epoch format), it may produce inaccurate data in Hubspot.

The date field in Formstack could be used in conjunction with a standard format date field in Hubspot as a workaround for this.

Introducing our brand-new HubSpot Birthday Integration:

How our new HubSpot Integration functions are seen here.

Three distinct custom attributes have been made for Contacts:

• Actual birth date (more on it in a moment)
• Age as of the birthdate
• Next Birthday – Date of Birth

Add Birthday Field to Hubspot:

Giving HubSpot a birthday field will help you remember your clients’ birthdays and send them customized messages on their special days, which shouldn’t come as a surprise. You must however learn how to add the Birthday information to Hubspot in order to do this. You only need to complete each of the tasks filed beneath.

Step 1: Login or set up an account with HubSpot.

Step 2: Over the menu bar, click the Settings symbol.

Step 3: From the sidebar, choose Properties under Data Management.

Step 4: Select Create a New Property for a Specific Field from the pull-down menu.

Step 5: At this point, list a few fundamental dossiers and press the next knob.

Step 6: Tap Create after choosing the Date Picker field type.

What made us include Next Birthday?

Our connection will automatically determine the next birthday and will allow you to utilize it in Workflows, Lists, and Filters.

Age changes automatically:

Every year, the age is updated using a HubSpot Workflow (available to Pro and Enterprise Customers). When it is known when the Next Birthday is, the workflow is started (or updated). Additionally, since the cycle is repeated annually, you don’t need to bother about updating each Contact’s age on a yearly basis.

How to Add Birthday Field to Your HubSpot Profile?

How do you add the birthdate of your contacts now that you’ve established a birthday field in HubSpot? The steps are listed below.

1) To begin with, visit HubSpot.com and log into your account.

2) After that, you may tap Settings and then select User Profile. (In the Account Preferences)

3) At this point, you may select the profile on which you want to include a birthdate field.

4) Next, choose the Birthday option under the area for profile details.

5) After that, enter the birthday.

How to Use HubSpot to Send Birthday Emails Automatically?

Sending automatic birthday greeting emails is one option in HubSpot that is incredibly helpful. Additionally, it is totally automatic, so you only need to set it once before it starts working.

If you already have HubSpot Marketing Hub Professional, you may continue without needing to upgrade in order to do so.

1) After logging in, select Automations from the HubSpot menu.

2) Next, choose Workflow.

3) At this point, choose to Create Workflow.

4) Select “Begin from scratch” (1)

5) After that, you may choose Contact Based.

6) At this point, you may choose Contact Date Property.

7) Next, choose Birthday.

8) Next, on the workflow page, configure the delay. This completely sets the moment of truth that bureaucracy will kill the movement.

9) Select an action by clicking the Plus button; in this example, it is “Send an Email.”

10) Review and submit your Workflow at this point.

11) Enable re-enrollment as well so that the system will carry out this action annually.

What is the potential usage of your new HubSpot Integration?

Here are a few examples of the numerous uses.

Birthday-related lists:

To keep track of everyone who is celebrating a birthday, you can now filter your contacts or create a smart list. Email should be avoided and should be made via phone call or text.

Ages Ranges Lists:

You may filter Contacts and build lists if a Contact is between particular age ranges because Age is a numeric column. If your company is aiming to reach a certain age group, you may, for instance, compile a list of all people between the ages of 16 and 18.

Birthday-based work processes:

Joe Girard, the most successful automobile salesperson in the country, credited part of his success to delivering handmade birthday cards to each and every one of his clients each year (as well as other holidays). Have you tried it despite how corny it may sound now?

Based on your background, you grant permission to act industrialization in Marketing Pro, Sales Pro, or Service Hub Pro to establish your Contact’s imminent date of birth. Starting a new process accompanying a Date Based Property is entirety is necessary.

Based on Contact Age Workflows:

Workflows may now be started depending on a Contact’s age. When a Contact reaches a specific age, send them a special offer.

Now you may email contacts who have reached a specific age with offers like wine clubs.

Tell us how you utilize the integration if you could.

Good to know:

• If you select the incorrect field names or types, your integration may not function (you cannot store a text as a number or a date property, for example).
• When the alike electronic mail is shipped repeatedly, rule characteristics on existent contacts will be renewed.
• Your integration settings will replicate if you set up a HubSpot integration on a project and then duplicate that project.

Great, but by virtue of what do I endure the new HubSpot Birthday Integration?

We will contact you when you complete the form beneath.

We’ll need to request you any extra questions if you’re utilizing HubSpot’s beginner or free merchandise.

Only shopping Pro is backed immediately. Other visages are being grown because the unification will function accompanying the Starter or Free crop.

FAQ’s 

1. Why is Adding a Birthday Field in HubSpot Important?

HubSpot is an experienced shopping terrace; it supports any shopping countenance and skills. You grant permission please date of birth emails to your customers and shoppers, that is an individual of the key benefits. It will benefit your association in agreements of socializing for professional or personal gain and assist you to equal your clients. You can likewise completely mechanize the process by buying a HubSpot participation.

2. Why couldn’t I find my beginning date in the HubSpot report scenes?

Customers are optional to record their birthdates when beginning a report accompanying HubSpot. By selecting “rewrite description,” you must manually recommend their date of birth. To visualize either skilled are some emails accompanying date of birth facts, you commit still check your electronic mail report and unsolicited call folders. You concede the possibility communicate with the HubSpot department dealing with customers if you still can’t find it.

Conclusion:

Adding a date of birth field to your HubSpot report is immediately plain. Simply trail the guidances above to build a customized date of birth field. You can sustain good empathy accompanying your customers by achieving this. Your customers will too sustain date of birth wishes through electronic mail on the epoch occurring earlier than you set it up before. We trust we have immediately sufficiently called your request for facts by means of what to adjoin a date of birth field to Hubspot.

Also Read: How to Remove HubSpot from Gmail?