How to Add Birthday Field to Hubspot – Do you want to filter the contact list on HubSpot by age? Want to automate your workflow based on someone’s next birthday? You can get a free anniversary with Venture Beat Blog and automatic contact age integration for HubSpot.
One of our clients has a rugby academy (yes, we are based in New Zealand), and they ask, “how do we filter age groups for our junior players?”. “Ummm. I don’t know, I’ll know,” I replied. However, a quick search on HubSpot revealed that there are features to automate based on annual events, even birthdays. How does HubSpot know how to get started on your next birthday? And how do we calculate the age of contact? In short, no. So.
When Kiwi says there is nothing we can do in HubSpot, we build partnerships to make the impossible possible.
Here’s how our original HubSpot Integration works.
We’ve created a group of 3 custom possessions for Contacts:
And we’ve created a HubSpot workflow to create updates to your contact’s features. For example, the integration sets the age and other birthdays each time you add or update a contact’s birthday.
The avoidance date of birth in the HubSpot property is an actual text field, not a date field filled with ad integration. Therefore, modifying or calculating data from a text box is unreliable.
The new date field means that you can use the date selection tool in CRM to set the date. Or, better yet, you can add a date of birth field to the HubSpot form so that your contacts can publish their date of birth.
Our combination automatically calculates additional birthdays so that you can use them in Workflow, Lists, and Filters.
Age is updated annually via HubSpot Workflow (available to Pro and Enterprise customers). The workflow will be activated when you announce (or update) your next birthday. And the workflow repeats every year, so you don’t have to worry about updating the contact’s age yearly for each reference.
* Automatic age renewal is available in HubSpot Marketing Pro / Creativity, Sales Pro / Enterprise, and Service Hub Pro / Enterprise.
The potentials are endless; here are some applications.
You can filter contacts or create a wise list to keep track of everyone who has a birthday. A phone call or SMS is better than an email.
Because age is a numeric field, you can filter contacts and create lists where the communication is in a particular age group. For example, you can create a list of everyone aged 16-18 if your company targets a specific age group.
The most successful car dealer in the United States – Joe Girard – devotes its success to sending handwritten birthday cards to every customer every year (as well as on other holidays). It sounds kitschy now, but have you tried it yet?
You can implement automation in Marketing Pro, Sales Pro, or Service Hub Pro (depending on your configuration) based on the next anniversary of your contact. You have to surprise a new workflow with properties by date.
You can adjust the work procedures according to the age of your contact. For example, send a special offer when the communication reaches a certain age.
You can now send email offers of a specific age to Contacts, such as wine clubs.
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