View Upcoming Birthdays

[SMomo]

I have a date property named 'date of birth'. I want to have a view of all the user who have upcoming birthdays. Either the view can be in contact or is it possible to have a calendar view for upcoming birthdays?

[karstenkoehler · Accepted solution]

Hi @SMomo,

This can be achieved with contact lists, you would set up the filters as shown below:

In that list, simply add a column for your birthday property so you can review them easily. Sorting will not work, unfortunately, as this will still consider the year, not just the date.

You can then also build a filtered contact view (Menu > CRM > Contacts) and filter for membership in this list.

HubSpot does not have any out-of-the-box features for a calendar view of birthdays, no.

Best regards