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Overview

The Copy Contact workflow action enables you to duplicate a contact record from your main account to a designated sub-account. This is a powerful tool for businesses that operate with multiple accounts and need to share contact data efficiently. Please be aware that using this action is a premium feature and incurs an additional cost each time it runs.

Action Details

When configuring the Copy Contact action, you will find several settings to control how the contact is duplicated.

Configuration Fields

Select an Account (Mandatory): Choose the specific sub-account where the contact will be copied.
Add Tags to Sub-Account: You can optionally specify one or more tags to be applied to the contact in the destination account.
Copy Tags: Toggle this option on to automatically copy all tags from the original contact to the new copy.
Copy Custom Fields: Toggle this on to include all custom field data from the source contact.
Update Contact if it Already Exists: When enabled, this will modify an existing contact in the target account with the new data, preventing duplicates.

Common Use Cases

This action is often paired with specific triggers to automate contact management. Here are a few examples:

Contact Added: Automatically copy a new contact to a sub-account as soon as it is created.
Tag Applied: Initiate a copy when a contact receives a specific tag, such as "High Priority".
Contact Updated: Ensure sub-accounts have the latest information by copying a contact after its details are modified.

Important Limitations

This action copies contact information but does not transfer files or documents attached to the contact. The copied contact may still display references to files, but these files remain stored in the original account. If the original contact is deleted, any linked files may become inaccessible from the copied contact. To preserve access to important files, do not delete the source contact.

Example Scenario

Imagine your company has a central office and several branch locations, each with its own sub-account. You want to ensure that any lead marked as a "VIP" is immediately available to all branches.

You could set up a workflow with the following steps: