{"id":296,"date":"2025-04-26T09:31:46","date_gmt":"2025-04-26T09:31:46","guid":{"rendered":"http:\/\/www.soapandseife.com\/?p=296"},"modified":"2025-04-26T23:25:08","modified_gmt":"2025-04-26T23:25:08","slug":"how-to-automate-birthday-emails-based-on-a-past-date-of-birth-property-in-hubspot","status":"publish","type":"post","link":"http:\/\/www.soapandseife.com\/index.php\/2025\/04\/26\/how-to-automate-birthday-emails-based-on-a-past-date-of-birth-property-in-hubspot\/","title":{"rendered":"How to automate birthday emails based on a past Date of Birth property in HubSpot?"},"content":{"rendered":"<blockquote><p><P class=\"\">Hi everyone,<\/P><P class=\"\">I&#8217;m facing a common situation and I\u2019d like to get your advice on <STRONG>the cleanest way to handle it<\/STRONG> in HubSpot (as of 2025).<\/P><P class=\"\">&nbsp;<\/P><P class=\"\"><span class=\"lia-unicode-emoji\" title=\":backhand_index_pointing_right:\">\ud83d\udc49<\/span> <STRONG>Context:<\/STRONG><BR \/>I have a <STRONG>&#8220;Date of Birth&#8221; property<\/STRONG> on my contacts.<BR \/>This property stores the real year of birth (e.g., 1965, 1982, 1995), so the dates are obviously <STRONG>in the past<\/STRONG>.<\/P><P class=\"\">&nbsp;<\/P><P class=\"\">\u2794 <STRONG>My goal is to create a workflow<\/STRONG> that will <STRONG>automatically send an email to clients on their birthday<\/STRONG>.<\/P><HR \/><P class=\"\"><STRONG>Problems I&#8217;m encountering:<\/STRONG><\/P><UL><LI><P class=\"\">I can&#8217;t trigger a workflow directly based on the Date of Birth, because the year is old.<\/P><\/LI><LI><P class=\"\">I want to avoid simply adding 365 days, because <STRONG>leap years<\/STRONG> could cause issues.<\/P><\/LI><\/UL><HR \/><P class=\"\"><STRONG>Important details:<\/STRONG><\/P><UL><LI><P class=\"\">I have <STRONG>HubSpot Marketing Enterprise<\/STRONG>&nbsp;<\/P><\/LI><LI><P class=\"\">I have access to <STRONG>calculated properties<\/STRONG>&nbsp;<\/P><\/LI><LI><P class=\"\">I want to create a <STRONG>&#8220;Next Birthday&#8221; property<\/STRONG> that updates <STRONG>automatically every year<\/STRONG>.<\/P><\/LI><LI><P class=\"\">Then use that property to <STRONG>trigger an automated birthday email<\/STRONG>.<\/P><\/LI><\/UL><HR \/><P class=\"\"><STRONG>My precise question:<\/STRONG><BR \/>What is <STRONG>the cleanest and most reliable method today<\/STRONG> to build this &#8220;Next Birthday&#8221; field automatically, avoiding leap year issues, using <STRONG>only HubSpot native tools<\/STRONG> (workflows, calculated properties, etc.)?<\/P><P class=\"\">Thanks a lot to anyone who can share advice, best practices, or examples <span class=\"lia-unicode-emoji\" title=\":folded_hands:\">\ud83d\ude4f<\/span><\/P><\/BLOCKQUOTE><P>&nbsp;<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi everyone,I&#8217;m facing a common situation and I\u2019d like to get your advice on the cleanest way to handle it in HubSpot (as of 2025).&nbsp;\ud83d\udc49 Context:I have a &#8220;Date of Birth&#8221; 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.&nbsp;\u2794 My&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[],"_links":{"self":[{"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/posts\/296"}],"collection":[{"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/comments?post=296"}],"version-history":[{"count":1,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/posts\/296\/revisions"}],"predecessor-version":[{"id":297,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/posts\/296\/revisions\/297"}],"wp:attachment":[{"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/media?parent=296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/categories?post=296"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.soapandseife.com\/index.php\/wp-json\/wp\/v2\/tags?post=296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}