Create New Contacts From Existing

[HammockWeb]

Many times I'll be speaking with a contact and he'll mention a colleague that I should speak with or I simply discover another person in the same company I need to add to my CRM. There should be an easy way (e.g. button) to create new contact using an existing contact. It would copy all the existing fields, but allow you to change individual contact fields. I would suggest a button, that when clicked would bring up a "Create New Contact From Existing" form. That form would show all About this Contact fields or the most relevant ones and allow you to change them in that form. On clicking the "Create" button, that new contact would be created. All the Company info would be copied as is, from the original contact.

[HammockWeb]

I don't see this option on the right side of the contact view. It does say Beta - do I need to request access to that feature?

[Lucila-Andimol]

Hey @HammockWeb 

as Karsten suggested you can upvote the idea in the ideas forum so that HubSpot technical team can consider it for future developments .

In the mean time I'd suggest having a workflow that 'd copy company information to each contact associated, this way you will have basic information shared.

You can also have a workflow that copies information between contacts based on a specific property or association label.

hope this helps

[karstenkoehler · Accepted solution]

Hi @HammockWeb,

This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Clone-Contacts/idi-p/248110

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[HammockWeb]

Of course it’s not possible at this time, that’s why I’m making it a feature request. From a programming perspective, it is certainly possible. In fact, the algorithm for doing ithist is not at all complex - I would be glad to discuss this with you, as I am also a developer.

[karstenkoehler]

@HammockWeb I don't work for HubSpot and the board where you made this post is not monitored by the HubSpot product team. That's why I pointed out the existing thread in the HubSpot Ideas section. If you don't think that matches what you'd like to see, you can comment or create a new thread in the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

[HammockWeb]

Oh, I see. Thanks for clarifying. Yes, I believe the thread you pointed out is the same idea.

I’m just a little confused though. If you don’t work at Hubspot, how do you know the idea is not possible at this stage?

[karstenkoehler]

@HammockWeb not possible as in "there aren't any ways to currently accomplish this in the HubSpot software as a HubSpot user", not as in "it can't be done, it's can't be developed".