CRM

NHarvey
Member

Email alert when it is a contacts birthday

SOLVE

Hi,

 

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.  

 

How can I have these alerts set up?

 

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email alert when it is a contacts birthday

SOLVE

Hi @NHarvey,

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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SNigam
Solution
Guide

Email alert when it is a contacts birthday

SOLVE

Hello @NHarvey ,

 

I would suggest you to configure a HubSpot dynamic list to add Contacts when their Birthdate Month and Day are in 7 days. And then try to use Zapier digest you can take refrence from here - https://zapier.com/help/create/storage-and-digests/compile-data-in-a-digest-in-zaps

 

Shubham Nigam
HubSpot Administrator | HubSpot Freelancer | CRM Consultant

 

View solution in original post

3 Replies 3
SNigam
Solution
Guide

Email alert when it is a contacts birthday

SOLVE

Hello @NHarvey ,

 

I would suggest you to configure a HubSpot dynamic list to add Contacts when their Birthdate Month and Day are in 7 days. And then try to use Zapier digest you can take refrence from here - https://zapier.com/help/create/storage-and-digests/compile-data-in-a-digest-in-zaps

 

Shubham Nigam
HubSpot Administrator | HubSpot Freelancer | CRM Consultant

 

chrisbushnell
Participant

Email alert when it is a contacts birthday

SOLVE

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. 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email alert when it is a contacts birthday

SOLVE

Hi @NHarvey,

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.