Copying a contact - can HubSpot do it?SOLVE
May 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.
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May 29, 2017 11:56 AM
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.