How to Add a Birthday Field in HubSpot (Date Picker Custom Property)

In this tutorial, you’ll learn how to create a custom property so you can auto populate birthdays into workflows or emails. If you’re not familiar with custom properties, here’s an in-depth article. Now HubSpot has a Birthday property already, but it isn’t a date picker which means you can’t use it in things like workflows or tokens in emails. Use this work around to add a birthday field in HubSpot easily!

You would want to do this if:

1. 1. You send out coupons on birthdays
   2. Your company wants to send out an automatic birthday email

1. Navigate to Settings > Properties > Create property.
2. Make sure the Object type is set as a Contact, select a Group for the property, and add a Label. Click Next.
3. Find and select the Date picker field type, and click Next.
4. Add any property rules you want to include, and click Next.

That’s it! Now you can go into an email or a workflow and set those properties be a trigger.

 

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