So, how to add birthday field to Hubspot? You’ve probably heard of HubSpot if you’re even remotely interested in inbound marketing. They are a pioneer in digital marketing, and their blogs, videos, and certification programs are well-liked. While you may be familiar with HubSpot as a company, it might be challenging to understand what the software is and does.
Much industry talk is used, and as HubSpot is a powerful platform, it isn’t easy to summarise all of its features in a single paragraph. So we thought we’d try to explain what HubSpot is for you since we use it daily.
What is Hubspot?
HubSpot is a cloud-based CRM (Customer Relationship Management) created to help better integrate your sales and marketing teams, encourage sales empowerment, increase ROI, and fine-tune your inbound marketing approach to produce more qualified leads.
In simple words, HubSpot is a software platform created to assist your business with efficient marketing and sales.
HubSpot’s Background
In 2004, while enrolled as graduate students at MIT, Brian and Dharmesh observed a change in consumer behavior. As a result, customers were no longer putting up with intrusive attempts to get their attention; they had mastered the art of neglecting them.
This change led to the creation of HubSpot, built on the “inbound” philosophy, which holds that consumers desire to be served rather than disturbed by marketers or hassled by salesmen.
The inbound movement is still empowering companies today to stop interfering, start assisting, and put the customer back in the center of their attention.
How to Add Birthday Field to HubSpot?
Have trouble with HubSpot’s birthday domain? Then, You should read this article.
You must first generate a new contact property in HubSpot before you can add a birthday field to it. To do this, select Contact Properties from the Contacts menu. Then, click the Create Property button from here.
The next step after landing at this screen is choosing the field type your contact property will be for. Date of Birth and Social Security Number are the most popular choices because contacts frequently need to include these fields in their HubSpot profiles. If more options are required, you can pick from a variety of others like Addresses, Phone Numbers, or contact age.
After choosing the field type, you must choose the necessary rights for this property in the “Permissions” section. If any contacts allocated to this property are entering their data into HubSpot, you should ensure they can change this.
Finally, you must give your new property a name and a few further details before entering it into the contacts database. Additionally, various formats are available here (MMDDYY or MMDDYYYY). You can build as many properties as you like in your HubSpot, but you only need to do this once.
You can enter a contact’s Birthday in the “Birthday” field in HubSpot in addition to creating a “Date of Birth” property for each contact, which will display the contact’s Birthday on their profile, i.e., in the Contact tab. Return to your Contact Attributes and select the Edit option next to Birthday to complete this. You can enter your age date in a specific format using this.
Creating a date property in HubSpot
- To access your HubSpot account, tap the settings icon in the main navigation bar.
- From the left sidebar menu, select Properties.
- Click Contact properties under “Select an object” after navigating therein.
- Press the Create property button.
- Click Next to complete the Object type, Group, and Label fields.
- To change the field’s type to a date picker, click Create.
- A custom date property that you generated is now complete.
What do you mean by HubSpot integration?
HubSpot can sync data with various other applications to improve reporting, automate HubSpot workflow, and do much more. Utilizing these relationships with HubSpot can improve productivity and overall company effectiveness. That’s why HubSpot integration is important.
What is HubSpot Sales Hub?
Your sales team will be able to close deals more quickly and effectively with the support of the HubSpot Sales Hub.
So that your sales staff can devote all of their attention to what matters most—closing deals with eligible clients—each product given here is created with high accuracy and efficiency.
Sales teams are equipped with HubSpot marketing Hub with the resources they need to deliver superior customer care and close deals as soon as a lead is ready to convert. It’s a substantial collection of tools that can boost your selling game.
Benefits of HubSpot
- Elevates the social aspect
- It is cost-free and simple to use
- Integration of social media
- Integration of a website
- Monitor Communications
HubSpot Overview
Inbound leads can be managed and turned into sales using various tools on the marketing automation platform Hubspot. Hubspot has traditionally been more well-known for its blog posts, but this is beginning to change with the launch of Inbox by new HubSpot integration, which was built to deliver effective customer engagement at scale.
Final Words
Now that you know how to add a birthday field to Hubspot think about how you can utilize this data to strengthen your relationships with your clients. You may send automated birthday emails to wish your consumers a happy birthday and direct them to a special offer or discount.
To send targeted advertisements all year long, you can also split your email list by Birthday. Whatever you do, make sure you utilize this priceless client information!
