How To Add Birthday Field To Hubspot
A smart approach to remembering your contacts’ birthdays and anniversaries is to add a birthday field to HubSpot. HubSpot is the #1 CRM platform for scaling businesses. Access Marketing, Sales, Customer Service, Content Management, and Operations software.
HubSpot’s default contact birthday attribute cannot be used correctly in Workflows or other tools as a text field (rather than a date). However, you may use a custom date property anywhere in the system by creating one.
In this post today, you will learn how to add a birthday field to Hubspot with a custom date property.
According to Mike, a Key advisor on Hubspot CRM, he clarified, “Birthday property not a date picker,” and here is what he said Birthday property, not a date picker?
The default Date of Birth field in HubSpot is a Text Field that is populated by the Facebook Integration.
The default Date of Birth field is NOT a Date Field.
I recommend creating a new Date Field for your Date of Birth.
Years ago we came across this issue for a client (we’re a HubSpot Agency) so we built a Custom hubSpot Integration to handle this issue (and calculate the age of the Contact).
We’ve recently learned that the HubSpot Date of Birth will stay as it is for now.
So, we’re working on the deployement so we can add our HubSpot Integration into the Marketplace.