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PocketKnife - Age Calculator

Calculate the age of any HubSpot record and use it to trigger workflows and build segments

Using Age Calculator

Calculate the age of a contact, company, deal, ticket or custom object record, based on a date property of that record. The age is saved in a property, which you can use as a trigger in other workflows or to build segments.

For example:

  • Segment contacts by age: create a workflow that recalculates the age every year. Then use the age property as a trigger in another workflow, for example to send an automated email to all contacts aged 25 to 30.
  • Follow up on older deals: ask for feedback when a deal is one year old.

 

 

Getting started

No setup is needed in the PocketKnife app. As soon as PocketKnife is connected to your HubSpot portal, the Age Calculator action is available in your workflows.

Use case: calculate the age of a contact

In this use case, you work with two workflows:

  • Workflow 1 calculates the age once, and again whenever the birth date changes.
  • Workflow 2 recalculates the age every year.

Only need the age once? Then create workflow 1 only. You don’t need a scheduled workflow.

Workflow 1: calculate the age

  • Create a contact-based workflow with the trigger Birth date is known.
  • Turn on re-enrollment when the birth date changes, so the age is recalculated.
  • Add an action and choose Age Calculator under PocketKnife.
  • Click Save.
  • Click Review and publish in the top right corner to turn on your workflow. The age is calculated.

Setup Age Calculator_1

Workflow 2: recalculate the age every year

  • Create a contact-based workflow with a yearly schedule trigger, and enroll contacts whose Birth date is known.
  • Add an action and choose Age Calculator under PocketKnife.
  • Click Save.
  • Click Review and publish in the top right corner to turn on your workflow. From now on, the age is recalculated every year.

Setup Age Calculator_2

 

 

Check your progress and credits

In the PocketKnife app, open Age Calculator to see your calculated ages, failed calculations and credits used. The number of credits allowed depends on your subscription plan (Freemium, Single Feature, Pro or Enterprise).

To upgrade, click your username, go to Subscription & Billing and choose the plan that fits your needs.

 

Any Questions 

Please contact our support team via this form