App Tutorial

Add Birthday Field to HubSpot: Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

To add a birthday field in HubSpot, create a custom property under 'Properties' in settings, select 'Date picker' as the field type, and save it. This enables personalized marketing efforts like birthday greetings. Additionally, ensure proper field mapping for integrations.

Automate your HubSpot workflows with Bardeen to keep data up-to-date and enhance efficiency.

Adding a Birthday Field to HubSpot

Adding a birthday field in HubSpot involves creating a custom property for your contacts, companies, or deals. This process is essential for businesses aiming to personalize their marketing efforts, such as sending birthday greetings or offers to their contacts. The process can be straightforward, but it requires attention to detail to ensure the data collected is useful and actionable.

Automate your HubSpot workflows to enhance efficiency and effectiveness. Download the Bardeen app and start automating today.

HubSpot Add Field

To add a birthday field in HubSpot, start by creating a custom property. Navigate to your HubSpot settings, and under the 'Properties' section, choose the object type you want to add the birthday field to, such as contacts. Click 'Create property' and fill in the necessary details. For the 'Field type', selecting 'Date picker' is most appropriate for a birthday field, as it allows for an easy selection of dates. Once completed, this new custom property can be used across HubSpot's platform, including forms, contact records, and list segmentation.

  1. In your HubSpot account, click the settings icon in the main navigation bar.
  2. Navigate to 'Properties' within the settings menu.
  3. Select the object type (e.g., Contacts) for which you want to add the birthday field.
  4. Click 'Create property' and fill in the details, selecting 'Date picker' as the field type.
  5. Save your new custom property.

Custom Field Mapping HubSpot

Custom field mapping in HubSpot is crucial when integrating HubSpot with other platforms or when you need to ensure data consistency across different parts of the HubSpot ecosystem. For the birthday field, if you're syncing HubSpot with another CRM or marketing platform, you'll want to map this custom field correctly to ensure birthdays are accurately transferred between systems. This might involve mapping the HubSpot birthday field to a corresponding field in the other platform, which can be done through HubSpot's integrations settings or using Operations Hub for more complex sync requirements.

For integrations, navigate to the 'Connected apps' section in your HubSpot settings. Find the app you're integrating with and set up field mappings, ensuring the birthday field in HubSpot corresponds with the appropriate field in the other platform. This ensures data integrity and allows for seamless use of birthday information across your marketing and sales efforts.

  1. Go to 'Connected apps' in your HubSpot settings.
  2. Find the app you're integrating with and access its settings.
  3. Set up field mappings, ensuring the HubSpot birthday field is correctly mapped to the corresponding field in the other platform.

By carefully adding and mapping a birthday field in HubSpot, businesses can enhance their customer relationship management and leverage birthday-related marketing strategies effectively.

Discover how to integrate HubSpot with Salesforce, enrich and speed up multi-channel outreach with LinkedIn, and sync HubSpot and Slack for instant alerts for a more dynamic CRM experience.

Automate HubSpot: Upgrade with Bardeen's Efficiency

While manually adding a birthday field to HubSpot is a valuable step towards personalizing your marketing efforts, automating your HubSpot workflows can further enhance efficiency and effectiveness. Automation with Bardeen not only saves time but also ensures your data is always up-to-date and actionable.

Here are some examples of how you can automate your HubSpot tasks with Bardeen:

  1. Enrich and update a HubSpot contact's record with new information: Automatically enrich HubSpot contacts with additional data and keep their information current, ensuring more personalized and targeted marketing efforts.
  2. Create a HubSpot contact from an email: Seamlessly create new HubSpot contacts from emails, streamlining the process of growing your contact list and enhancing lead management.
  3. Automatically Create HubSpot Contact from Gmail Email: Ensure every potential lead or contact from Gmail is automatically added to your HubSpot CRM, maximizing opportunities and reducing manual entry.

Enhance your HubSpot experience by downloading the Bardeen app and automating these essential tasks today.

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