Copy Contacts to a Different Account

Efficient contact management is vital for businesses using CRM platforms to maintain smooth operations and ensure data accuracy. The "Duplicate Contact" feature is an essential tool that allows for the easy replication of contacts across different accounts within the system. This feature is particularly beneficial for businesses that need to manage contacts effectively, whether for data migration to new accounts or maintaining consistency across several accounts. This guide outlines the steps to activate this feature and how to use it to optimize your contact management strategies.

Activating Premium Actions & Triggers

Before using the "Duplicate Contact" feature, it’s important to ensure that Premium Actions & Triggers are turned on. Once activated, both existing and new sub-accounts are granted 100 free executions. For existing sub-accounts, manual rebilling should be enabled to avoid any additional execution costs.

Steps to Duplicate Contacts

Once Premium Actions & Triggers are activated, you can proceed by adding an action within your workflow and selecting the "Duplicate Contact" option.

Selecting a Target Account

Choose the account where you want the contact to be duplicated. The available accounts will be listed based on the user’s access permissions.

Adding Tags to the Sub-Account

Select tags from the current sub-account or create new ones to be added to the duplicated contact in the chosen sub-account. If the tag is not already present in the sub-account, it will be automatically created and linked to the contact.

Transferring Tags

Enable this feature if you wish to transfer the tags associated with the contact to the target account.

Transferring Custom Fields

Activate this feature to duplicate custom field values of the contact to the target account. These values will only be transferred if the corresponding custom fields exist in the target account.

Updating Existing Contacts

If this option is enabled, and the contact already exists in the selected sub-account, the contact information will be updated. If the contact does not exist, a new contact will be created. This feature only works if the "Allow Duplicate Contact" setting is disabled in the target account's Business Profile. If "Allow Duplicate Contact" is enabled, a new contact will be created for each copied contact.

? Important: If a contact lacks an Email or Name, the contact will not be duplicated and will be skipped.

By utilizing the "Duplicate Contact" feature, businesses can easily move critical information, thereby streamlining contact management. Whether you’re migrating contacts to a new account or ensuring uniformity across various accounts, this tool significantly improves CRM efficiency.