Adding a birthday field to Hubspot is a great way to keep track of your contacts’ birthdays.
This can be useful for sending birthday greetings or for tracking which contacts are nearing their birthday so you can follow up with them.
There are a few different ways to add a birthday field to Hubspot.
You can either use the Hubspot CRM or the Hubspot Sales tool.
Hubspot CRM
To add a birthday field to Hubspot CRM, follow these steps:
1.
Log in to your Hubspot account.
2.
Click on the “Contacts” tab.
3.
Click on the “Create Property” button.
4.
Enter “Birthday” as the property name.
5.
Select “Date” as the property type.
6.
Click on the “Create Property” button.
7.
You will now see the “Birthday” field under the “Contacts” tab.
Hubspot Sales
To add a birthday field to Hubspot Sales, follow these steps:
1.
Log in to your Hubspot account.
2.
Click on the “Sales” tab.
3.
Click on the “Settings” cog icon.
4.
Click on the “Customize Fields” link.
5.
Click on the “Create Custom Field” button.
6.
Enter “Birthday” as the field name.
7.
Select “Date” as the field type.
8.
Click on the “Create Field” button.
9.
You will now see the “Birthday” field under the “Sales” tab.
FAQs
How do I create a custom contact property in HubSpotTo create a custom contact property, navigate to Contacts > Properties in your HubSpot account.
Then, click on the “Create property” button.
How do I add a birthday field to a HubSpot form?
To create a custom contact property, navigate to Contacts > Properties in your HubSpot account.
Then, click on the “Create property” button.
To add a birthday field to a HubSpot form, navigate to Contacts > Forms.
Then, edit the form that you want to add the birthday field to.
Click on the “Add a new field” button and select the “Birthday” field from the list of available fields.
Then, click on the “Add to form” button.
Conclusion
Adding a birthday field to your HubSpot forms is a great way to collect important contact information.
By creating a custom contact property and adding the birthday field to your forms, you can make sure that you have all the information you need to keep your contacts happy and engaged.
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