How to Add a Birthday Field in HubSpot (Date Picker Custom Property) [Video]
August 3, 2022
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.
You would want to do this if:
- You send out coupons on birthdays
- Your company wants to send out an automatic birthday email
To add a birthday:
- Create property
- Contact information
- Birthday date
- Field Type
- Date Picker
That’s it! Now you can go into an email or a workflow and set those properties be a trigger.
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