I am wanting to receive an email alert when it is a contact's birthday. I have a birthdate field in the contacts side bar. I don't have access to workflows.
Without workflows, this can't be done natively in HubSpot. You would have to look into third-party automation solutions that integrate with HubSpot, such as Zapier.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How can you filter by Birthdate Month and Day? Hubspot only has a Birthday property, which includes the year. Hubspot doesn't recognize an upcoming birthday when the year is in the past.
Without workflows, this can't be done natively in HubSpot. You would have to look into third-party automation solutions that integrate with HubSpot, such as Zapier.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer