Could you explain this in a bit more detail? When you say "if birthdate is known", where exactly does that information come from – from an existing date property? Or is it a different property type?
If it's another date property, you can solve this with a workflow:
Enroll contacts when old property is known
Use 'Edit record' workflow action to set new property's value to the value of the old one
If the old field is not a date property but, for example, a single-line text, this is not so straightforward. As a one-time action, I'd recommend exporting/re-importing:
Export your contacts with the old single-line text property
Adjust the date format in Google Sheets or Microsoft Excel if needed
Re-import and map the column belonging to the old property to your new date property
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thank you Karsten. The Birthdate that is currently known is from the Facebook Ads Integration. I want to set the Facebook Ads Property to the new Contact Information Birthdate.
I believe I can use the instructions:
If it's another date property, you can solve this with a workflow:
Enroll contacts when old property is known
Use 'Edit record' workflow action to set new property's value to the value of the old on
Actually, I don't think I can follow those instructions.
Could you explain this in a bit more detail? When you say "if birthdate is known", where exactly does that information come from – from an existing date property? Or is it a different property type?
If it's another date property, you can solve this with a workflow:
Enroll contacts when old property is known
Use 'Edit record' workflow action to set new property's value to the value of the old one
If the old field is not a date property but, for example, a single-line text, this is not so straightforward. As a one-time action, I'd recommend exporting/re-importing:
Export your contacts with the old single-line text property
Adjust the date format in Google Sheets or Microsoft Excel if needed
Re-import and map the column belonging to the old property to your new date property
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer