How to automate birthday emails based on a past Date of Birth property in HubSpot?

Hi everyone,

I’m facing a common situation and I’d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025).

 

👉 Context:
I have a “Date of Birth” property on my contacts.
This property stores the real year of birth (e.g., 1965, 1982, 1995), so the dates are obviously in the past.

 

➔ My goal is to create a workflow that will automatically send an email to clients on their birthday.

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Problems I’m encountering:

• I can’t trigger a workflow directly based on the Date of Birth, because the year is old.

• I want to avoid simply adding 365 days, because leap years could cause issues.

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Important details:

• I have HubSpot Marketing Enterprise 

• I have access to calculated properties 

• I want to create a “Next Birthday” property that updates automatically every year.

• Then use that property to trigger an automated birthday email.

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My precise question:
What is the cleanest and most reliable method today to build this “Next Birthday” field automatically, avoiding leap year issues, using only HubSpot native tools (workflows, calculated properties, etc.)?

Thanks a lot to anyone who can share advice, best practices, or examples 🙏

 

Hi everyone,I’m facing a common situation and I’d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025). 👉 Context:I have a “Date of Birth” property on my contacts.This property stores the real year of birth (e.g., 1965, 1982, 1995), so the dates are obviously in the past. ➔ My…