Hi, can someone help me figure out how to view upcoming birthdays?
The birthday property date field is in Month, Day, Year format.
Setting an Active List to show upcoming birthdays only works when the birthday is in the future. So, if I want to see all birthdays happening in less than seven days, the year of the birthday would have to be the current year.
This doesn’t work because people’s birth years are in the past. Therefore, I can only see upcoming birthdays unless I update every contact’s birth year to the current year annually, which would take a ton of work. Is there a better way?
You’re correct, this is currently not possible out of the box and workarounds are much harder than they should be.
As far as workarounds go, I see the following:
Create a custom contact dropdown select property with options for each day of the year. (Use the ‘Load options’ > ‘Paste in your own options’ feature to not have to type in each date but copy and paste month and day of the year from Excel, I’d recommend a format like 06-01 for June 1st, for example.)
Here’s where the workaround options branch out.
If a manual solution is fine, then make it your habit to select the correct birthday from this dropdown whenever get a new contact.
If it’s okay for this information to be up to date daily, you could also export your contacts in regular intervals, format the birthday according to the format above and re-import contacts to populate the dropdown property.
If you want an automated solution but do not have custom code actions (see below), you could explore the integration with Zapier and Google Sheets. New contacts with a known birthday could sync to Google Sheets via Zapier. You could use a formulara to format the birthday from the full date format into the format I suggested above and sync this information back to HubSpot into the dropdown property.
If you have access to a developer, they could develop an app based on the HubSpot API to take care of this.
With Operations Hub Professional, a developer could create a custom code action which takes care of step 3.2. above directly in HubSpot.
With this dropdown, you can now manually filter which contacts have a birthday in the upcoming week. Unfortunately not with the regular rolling date filters, however. Alternatively, you could use Zapier / custom code actions to ‘translate’ the birthday into a date value of the current year (e.g. turn 1/1/1970 into 1/1/2023), using a custom date property instead of a dropdown select. That way you could use regular date filters.
Hi all, have you ever wanted to use Hubspot to send you a birthday reminder for one of your employees, customers or prospects?
I couldn’t find a video on how to do this anywhere, so I created one Have you ever wanted to use Hubspot to send you a birthday reminder for one of your employees, customers or prospects?
I couldn’t find a video on how to do this anywhere, so I created one- https://youtu.be/w6txz1biJ58
Good news, there is a new product update which solves this now:
Lists | Workflows
Anniversary Filters
February 10, 2025
What is it?
Customers can now create filters for recurring events, such as birthdays and anniversaries, using date properties that do not require a specific year.
Why does it matter?
Previously, filtering by anniversary dates was complex. Customers often had to create a calculated property for the necessary date, serving as a workaround to identify anniversaries or birthdays.
This method was cumbersome, did not scale effectively with changes in date properties, and frequently resulted in errors. As a result, the ability to create anniversary date filters directly simplifies the process, making it both efficient and user-friendly.
How does it work?
Previously, generating a list to email contacts about subscription renewals after one year of using your product or service was not feasible.
Now, with anniversary filters, you can effortlessly create these lists by selecting your date property, choosing the appropriate operator, and selecting either “exact anniversary date” or “relative date anniversary” based on the chosen operator.
Note: The available operators that support anniversaries are “is between,” “is not between,” and “is less than X days ago/from now.”
When you select the “is between” operator and apply the “exact anniversary date” filter, here’s what you can expect your resulting list to include:
For example, if the anniversary date of joining falls between January 1st and March 31st, the resulting list will consist of all contacts whose joining date is within this range for any year up to and including the current year. Both January 1st and March 31st are included in the results
Note: All results will contain records with dates of February 29th if present (only if February 28th is present) agnostic of whether the current year is a leap year or not.
Who gets it?
All hubs and tiers
You can find this beta under Settings > Product updates.
You’re right—HubSpot’s default filtering on date fields like birthdays doesn’t account for recurring annual events well, since it includes the year in the logic. A common workaround is to create a custom property for “Birthday (MM/DD)” as a text field or calculated field (ignoring the year), and then use workflows or reports to match that against the current date range.
This way, you can build a list or report that compares just the month and day, allowing you to see upcoming birthdays regardless of birth year.
This ensures birthdays always reflect the current year. Then, set up an active list to show upcoming birthdays within seven days using this new calculated field.
For fun, you can even use a Random Birthday Generator tool (you can add the link here) to get random birthdays and test this setup.
