Birthday Reminder
Never miss a client's special day again. The Birthday Engine fully…
Built by - querformat GmbH & Co. Kg
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Birthday Reminder Subscription - Professional plan
Overview
1/7 - Short introduction to Birthday Reminder
Never miss a client's special day again. The Birthday Engine fully automates your birthday management by tracking dates, scheduling tasks, and notifying owners—turning routine data into stronger customer relationships without the manual effort.
Empower Your Sales Team to Build Real Connections
Sales is all about relationships. Give your team the ultimate icebreaker without adding to their workload. By automating the 'remembering' part, your reps can focus entirely on the 'connecting' part - turning a simple birthday wish into a renewed conversation and a loyal partnership.
How it works:
Daily Screening
The Birthday Reminder automatically scans your contact database every day to identify upcoming birthdays, ensuring no date ever slips through the cracks.
Timely Reminders
Receive automated notifications and tasks for the contact owner well in advance, giving your team the perfect lead time to prepare a personal message.
Custom Configuration
Tailor the experience to your specific needs by setting your preferred lead times and notification logic directly within your CRM settings.
100% Data Privacy
your customer data stays yours. No personal contact information is ever transferred to or stored on external servers—all data processing happens exclusively within your secure HubSpot portal.
Features
Automated Task Management
Never rely on your memory alone. The app automatically creates tasks for the specific Contact Owner. You define the lead time (e.g., 7 days in advance) to ensure your sales team has ample time to prepare a personal message or organize a gift.
Integrated CRM Overview
All insights at a glance, right where you work. The CRM card in the contact record's sidebar displays the birth date and the status of the next scheduled greeting. You have full context immediately without ever leaving the record.
Seamless Data Integration
No data silos. The app utilizes a native HubSpot date property ("Date of Birth") for storage. This offers maximum flexibility: effortlessly use this field to build Smart Lists, filter contacts, or trigger your own custom workflows.
App Functionality
Shared Data
Birthday Property Calculation | ||
Tasks |
Reviews
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Pricing
Professional
€10
/monthTransparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
Professional
€10
/monthTransparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 01/08/2026
More info
Built by - querformat GmbH & Co. Kg
Installs - <10 installs
Categories Languages this app is available in English
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