Birthday Reminder
Never miss a client's special day again. The Birthday Engine fully…
安装 - 少于 10 次安装
要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
Birthday Reminder 订阅 - Professional 计划
概览
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.
功能
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.
应用程序功能
共享数据
Birthday Property Calculation | ||
Tasks |
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定价
Professional
€10
/月Transparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
Professional
€10
/月Transparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2026/01/08
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