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MPease8
Member

Workflow to set current contacts birthdates

SOLVE

I have created a new Birthdate property date-picker field type.

How do I create a workflow to go back through all my contacts to update the new property field if birthdate is known?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to set current contacts birthdates

SOLVE

Hi @MPease8,

 

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:

  1. Enroll contacts when old property is known
  2. 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:

  1. Export your contacts with the old single-line text property
  2. Adjust the date format in Google Sheets or Microsoft Excel if needed
  3. 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

Beratungstermin mit Karsten vereinbaren

 

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MPease8
Member

Workflow to set current contacts birthdates

SOLVE

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:

  1. Enroll contacts when old property is known
  2. 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.

MPease8_0-1731341677239.png

 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to set current contacts birthdates

SOLVE

Hi @MPease8,

 

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:

  1. Enroll contacts when old property is known
  2. 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:

  1. Export your contacts with the old single-line text property
  2. Adjust the date format in Google Sheets or Microsoft Excel if needed
  3. 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

Beratungstermin mit Karsten vereinbaren

 

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

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