Quick summary
This tutorial shows how to add a custom birthday property to HubSpot contact records by navigating to Settings and using the Create property workflow. Adding a Date Picker field labeled "Birthday" lets marketing teams personalize outreach and trigger birthday-based automations in HubSpot.
Steps
- Go to Settings from the main HubSpot navigation.
- Navigate to the Properties section in the sidebar.
- Select Contact properties from the dropdown menu under Select an object.
- Click Create property to start building a new field.
- Fill in the property details: set Object type to Contact, Group to Contact information, and Label to Birthday.
- Select Date Picker as the field type.
- Keep the dates allowed set to Any date.
- Click Create to save the new Birthday property.
- Confirm the success prompt stating "Birthday was created".
