The default contact birthday property in HubSpot is a text field (not a date), so it can't be used properly in Workflows and other tools. However, you can create a custom date property and use it anywhere within the system.
In this article, you will find a step-by-step guide on how to operate with a date-centric Birthday property in HubSpot.
You have successfully created a custom Date property.
In HubSpot, you can customize fields displayed in the left-side menu of objects.
You can add the Birthday field to the default view, so you will see it each time you open the record.
You have successfully added a new Birthday property to your contact’s default screen.
One of the use cases for the Birthday field is sending automated emails with greetings. The logic is simple: HubSpot checks the current date, and if it matches with a property value, the system performs any action (i.e. Send an email).
Now on each birthday, the contact will receive a Happy Birthday email.
Today, Resonate has announced that it has achieved Diamond status within HubSpot Solutions Partner Progr...
Today, Resonate announced that it has achieved Platinum status within Hubspot Solutions Partner Program.
After last year's announcement made by Salesforce.com that SalesforceIQ wouldn’t support GDPR, it became...