How to add birthday field to hubspot

How to add birthday field to hubspotThe default touch birthday belongings in HubSpot is a textual content subject (now no longer a date), so it can`t be used well in Workflows and different tools. However, you could create a custom date belongings and use it everywhere in the gadget.In this article, you’ll discover a step by step manual on a way to function with a date-centric Birthday belongings in HubSpot.

How to create a date belongings in HubSpot

Open your HubSpot account and click on the settings icon withinside the major navigation bar.
In the left sidebar menu, navigate to Properties.
Navigate to the Select an item dropdown menu and click on Contact homes.
Click Create belongings.
Fill in Object kind, Group, and Label and click on Next.

create new belongings How to add birthday field to hubspot

Define the subject`s kind as Date picker and click on Create.
date pickerYou have efficaciously created a custom Date belongings.

Add a birthday subject the default view

In HubSpot, you could customise fields displayed withinside the left-aspect menu of objects.

You can upload the Birthday subject to the default view, so that you will see it whenever you open the document.Open your HubSpot account and click on the settings icon withinside the major navigation bar.
In the left sidebar menu, navigate to Object => Contacts.
Go to the Record customization tab, click on Choose homes for default sidebar and the pressing Edit.

document customization

Use the hunt bar to search for the Birthday subject.
If necessary, extrade its role in the segment and click on Save.
You have efficaciously introduced a brand new Birthday belongings for your touch`s default screen.

touch preview How to add birthday field to hubspot

One of the use instances for the Birthday subject is sending computerized emails with greetings. The common sense is simple: HubSpot tests the modern-day date, and if it fits with a belongings value, the gadget plays any action (i.e. Send an email).How to add birthday field to hubspot