Convert Birthday to Age?
I'm curious if any other Pipedrive users have the need to convert a birthday into AGE?
I sell life & health insurance so age is foundational to all I do. How about you? I've asked PD about this and it gets treated as unimportant. Could I be one of the ONLY sales people who needs to know my client's AGE?
Comments
-
0
-
Should be doable with the help of Zapier.
0 -
Is Zapier a developer tool?
0 -
Steve Johnson said:
Is Zapier a developer tool?
It is an integration tool.
0 -
Amit, I see you are a "Community Driver" what does that mean?
0 -
Steve Johnson said:
Is Zapier a developer tool?
@Steve Johnson you can find our more about it here; https://zapier.com/apps/pipedrive/integrations
There's also a topic on this community related to it where you can post your questions:
https://community.pipedrive.com/topic/zapier0 -
I built a birthday flow using Make/Integromat.
It requires two date fields: Date of Birth and Next Birthday. For your case, it would require another custom field to capture the age that was calculated using a Make automation.
It requires 2 filters: 1 to update Next Birthday; 1 to see upcoming birthdays.
Birthday flow in Make/Integromat If you have any other questions about this flow, please don't hesitate to reach out.
Best,
0
