Jun 16, 2022 11:35 AM
I am looking for either a Hubspot integration and/or workflow that can send graphical greeting cards based on the contact record's birthday.
Ideally, I would like a solution that also offered other greeting cards (sympathy, new baby, etc.) that I could send through Hubspot quickly as a one-off message (as an integration) but this is a secondary need.
Primarily, automated birthday cards are the need. Anyone have a solution that works for them?
Jun 21, 2022 10:16 AM
Who accepted this as the solution? I didn't and it isn't a full solution to my inquiry.
Also, I have yet to hear back from Mike's team from the 'contact us' form I submitted last week.
Jun 16, 2022 11:32 PM
We created a Custom HubSpot Integration to calculate the Age and Next Birthday so people can use date based workflows to send emails on special occasions (and more).
We haven't launched the integration yet because we've been so busy with Portal-iQ (another product we built).
Happy to discuss if you think it would be useful?
WARNING: the default "Date of Birth" field is not a Date Field (you could type in "mothers Day" and it will validate). So don't run any calculations off that field (the data comes in from Facebook as text).
p.s. thanks for the mention @PamCotton
Jun 17, 2022 9:02 AM
Thanks Mike, this looks like it would solve the workflow functionality (we would still need to figure out the graphical card function). I just submitted my contact information on your form.
Jun 16, 2022 7:27 PM
I looked at this but it seems to be geared towards snail mail. I am looking for a digital solution. I also noticed that no pricing is publicly available on this site --- I typically steer away from offerings without fees posted. Thanks.
Jun 16, 2022 5:52 PM
Hello @bsm007 , thank you for posting in our Community, I would like to invite to this conversation our top experts to share their ideas @Mike_Eastwood @Josh @willsmith any recommendations to @bsm007 ?