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Birthday Reminder App for HubSpotAvailable on the HubSpot Marketplace

Birthday Reminder for HubSpot

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.

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CRM-Highlights

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.

Sales-Women

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.

Simple Pricing for Unlimited Customer Delight

Transparent pricing designed to grow with your business. All features included, no hidden fees - just automated relationship building.

$10/month

Professional plan includes

  • Unlimited Contact Scanning
  • Automated Task Creation & Owner Notifications
  • Customizable Timing & Logic
  • 100% Native HubSpot Integration
  • Free Updates & Premium Support
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Frequently asked questions

How does billing and installation work?

Installation is completely free. You can easily purchase the app directly within your HubSpot portal. Charges only apply once you actively start a subscription, so you can install and explore the settings without immediate cost.

How often are tasks created?

The app checks your portal for new birthdays every 15 minutes. Tasks are created precisely according to your set lead time (e.g., exactly 7 days before the birthday). This keeps your CRM clean and ensures you only see tasks that are currently relevant.

Can I use the app with a large number of contacts?

Yes, the Birthday Reminder is designed to handle portals with over 100,000 contacts. Please note that the initial calculation after installation may take 1 to 5 hours depending on your database size. After this first run, updates occur in fast 15-minute intervals.

Is my contact data transferred to external servers?

No. Your data privacy is our priority. The app does not transfer or store personal contact details on external systems. Our servers are strictly used for date calculations, keeping your sensitive data securely within your HubSpot environment.

I have a feature request. Who can I contact?

We are always looking to improve! If you need a specific feature, please don't hesitate to reach out to us at birthday@querformat.info.

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