TABLE OF CONTENTS
Overview
The "Copy Contact" action allows you to duplicate a contact from one account to another within your system. This is useful for organisations managing multiple sub-accounts and needing to share contact information seamlessly. It's important to note that this action is a premium feature, meaning it incurs additional charges for each execution.
Action Name
Copy Contact
Action Description
The "Copy Contact" action copies a selected contact to another specified account. It includes options to copy associated tags, custom fields, and to update the contact if it already exists in the target account. This action helps maintain consistent data across multiple accounts and ensures that contacts are accurately mirrored in selected sub-accounts.
Action Details
How to Configure:
- Select an Account: Choose the target account where you want to copy the contact. This is a mandatory step.
- Add Tags to Sub-Account: If necessary, select tags that should be added to the contact in the sub-account.
- Copy Tags: Toggle this option if you wish to copy the existing tags from the original contact to the new one in the sub-account.
- Copy Custom Fields: Toggle this if you want custom fields data to be copied over to the new contact.
- Update Contact if it Already Exists: Use this option if you want to update existing contact information in the target account instead of creating a duplicate.
Some Triggers to Combine with This Action (But not limited to)
- Contact Added: Automatically copy a contact to another account whenever a new contact is added to the main account.
- Tag Applied: When a specific tag is applied to a contact, trigger the copy action to duplicate the contact to a sub-account.
- Contact Updated: Use this trigger to copy updated contact information to another account, ensuring all accounts have the latest contact data.
Example
Suppose you run multiple regional offices, each with its own account. When a new lead is added to the main account and tagged as "VIP," you want this contact to be automatically copied to the regional accounts.
Workflow Configuration Example:
- Trigger:
Contact Added
- Filters: Tag =
VIP
- Filters: Tag =
- Action:
Copy Contact
- Select an Account:
Regional Office Account
- Add Tags to Sub-Account:
VIP
- Copy Tags: Enabled
- Copy Custom Fields: Enabled
- Update Contact if it Already Exists: Enabled
- Select an Account: