- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
Copying a contact - can HubSpot do it?
SOLVEMay 28, 2017 11:58 PM
I know I can use Workflows to copy a property from one contact to another. How can I create a brand new contact from an existing contact where a large number of the properties are the same? Is my only option to create a workflow that copies each property? Other tools allow me to make a duplicate entry and then adjust the appropriate fields (name, email, phone) without having to start from scratch.
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Accepted Solutions
May 29, 2017 11:56 AM
Hi @timim
There's no way inside HubSpot, yet, to clone a contact.
The easiest way I can think of to achieve what you need is to export the base contact to csv file and then copy the row as many times as you need. Make the required edits and then reimport the list into HubSpot.
Here's how to export: How can I export my Contacts, Companies, and Deals from the CRM?
Hope that helps.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content