Copying contacts

There should be an easy way to copy a contact so you can add multiple contacts with the same information as someone already in your contact list.

HubSpot updates
26 Replies
Community Manager
Community Manager
updated to: Idea Submitted

Hey @jyeko are you looking to creat duplicate contacts or copy contact property values between two contacts from the same company?

carolenytander
New Contributor

We would really like the ability to copy a contact so you can add multiple contacts with the same information.

jyeko
Occasional Contributor

@roisinkirby I am trying to add a few contacts with the same company information, just different names, titles, etc. I may have 4-5 contacts at the same company and there is no easy way to duplicate information.

Community Manager
Community Manager

Thank you both for clarifying. 

 

To answer your question, this feature is not currently possible on the HubSpot CRM. Our teams will continue to monitor this thread to determine demand. 

mphnyc
Regular Contributor

Clone a contact is a NEEDED function, but based on my recent conversation with HubSpot Support, I think this is confused. 

I know that you're thinking of 'cloning' as also cloning the email..' -. but that's not the point.  What we need to do - perhaps from the 'companies' Tab in Sales would be to "Add another contact at this company"  - this would have the same company phone, physical address, and other details (industry, etc.) 

 

An advanced process might even take the same address structure for the email... if it is easy to derive (i.e. firstname.lastname@company.com) or the like. 

 

So my +1 for CLONE a contact as it related to "add another contact from THIS company" 

 

 

jabadia18
Occasional Contributor

As a new HubSpot user who's been impressed thus far, I'm frankly surprised that this a) isn't in HubSpot CRM already, and b) is something that you need to "monitor demand for".  When literally every one of your major competitors have this feature to "clone" a contact, including your #1 competitor, it follows that it should at least be an option.  If you understand anything about outbound sales, speaking to a prospect and getting pointed to someone else in the organization is literally a daily occurrence, so having a feature where you could create a new contact from within an existing contact record makes so much sense it's painful.

 

Get this done, please.

GTERIN
New Contributor

Bumping this as a newer user, this is the one constant complaint I hear from my team that the want to add another contact at a company and have to input all the information from scratch vs being able to duplicate. 

elise108
New Contributor

Bumping again as another new user. Surprised this option isn't available as practically anyone who needs a CRM would require this facility. Please review Hubspot Team. Thank you.

mphnyc
Regular Contributor

I spoke with the Director of Front Line Support about this, who promised to take up the conversation with the Product Team.  I see this as another example of how HubSpot doesn't "get" B2B they way they should --- this is an obvious requirement for several use cases, as I outlined here: 

 

Task Queues are radically underused but could be more valuable.   
 

1. As a manager, I am going through lists of contacts, and thinking about how best to action them to generate new leads. There are a number of different things that I have the team doing, all of which could be organized into queues. there are several reasons different queue types - project work... for example, I have some LDRs looking at opted-out contacts to call and re-engage them, other projects are those who have bounced, and we want to figure out via LinkedIn - project work - where they are now... then send them a congrats on the new job email, etc.   

 
2. Stil, in other queues/projects, would help to organize work for the individual, and across teams. For example, my UK team might come across a US contact, and then re-assign it to a queue for the US Team... that would not necessarily be to one person, but to a team, who look at a queue. 
 
3. It's strange to me that I can only pass tasks that I OWN to a queue of my own, it doesn't make sense, seems like an easy fix.  Sadly, this was a bit more available in the Call Queue function that was sunset some time back for some reason that wasn't inherently clear. 
Davidmj54
New Contributor

Unfortunatelu without this functionality the service may not be usable for us as we cannot be inputting 50 fileds each time we add a single contact contact.