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
Copying contactsCommunity Manager
08-29-2017

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. 

Copying contactsCommunity Manager
changed to: New
08-21-2017

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

26 Replies
Davidmj54
New Contributor

Ok, I have a TEMPORARY solution, you hear that Hubspot.  Temporary as in, please fix this problem.

 

If you make a smart list and search by the contact that you want to duplicate and keep adding all of the contacts that you want to duplicate then you can export the list and make the changes in Excel.

 

Step 1- Get the contact (s) that you want to duplicate

Step 2- Make a smart list by email address

Step 3- Export the list

Step 4- Edit the excel list changing the names, titles, email addresses, etc. of the contacts.  Import the new contacts

Step 5- Call Hubspot tech support to complain about steps 1-4

mphnyc
Regular Contributor

+1 to the temporary fix idea.  

 

HubSpot needs to do more to make this type of function EASY.  Salespeople are the ones that would be adding - taking the time out of their busy and well=paid schedules to add contacts that help marketing to get leads....  and the salespeople have a VERY short attention span.... so no way they would export/import. 

 

This seems like an easy fix... another example where work is needed to make HS more B2B-friendly. 

airgov
New Contributor

I recently checked out Insightly, but its e-mail functionality was limited from a business prospecting standpoint, so I found my way to HubSpot. I feel that HubSpot is much more feature-rich....but even Insightly had the ability to easily "clone" a contact. If you're dealing with a city council and multiple public officials, you need to have the ability to clone a single contact since they all share the same physical address, phone number usually, etc., with the only changes needed to be made being their name and e-mail address. So, here is one more vote for the ability to do so. I thought I'd found a home in HubSpot....and its UI is much more pleasing than Zoho (at least the web version), and I really don't care to jump to yet another CRS system. Thanks!

karen
Regular Contributor

Bumping again as a HubSpot partner speaking on behalf of my clients who have voiced a frustration and disappointmnet over the inability to clone a contact as described by mphnyc earlier in this thread.

 

One client recently moved from ACT! to the HubSpot CRM and they are struggling with some of the functionality that is missing in HubSpot but that ACT! had. Cloning contacts for company info is close to the top of their list of issues.

 

Community Manager, please weigh in here. This thread continues to grow but there has been no update from you since last year. Is HubSpot actively working to put this functionality in place?

MENAInfo
New Contributor

Please add this feature, its a staple CRM requirement as contacts are continually required to be amended, created for an individual or a multiple of contact as and when required and with any data entry unnecessary steps result in the info not get enter correctly or in my own experience not entered at all when very busy. This all lower user experience with HS... The current excel workaround is not a fix, it's a negative as it would mean you'd need an excel with every company that you already have in the db set up in excel to do this process semi-efficiently, but still it's far far too longwinded.

 

What is also disappointing as a new customer and what I'd like to hear in response to this post, is why was this not a feature from the beginning? Furthermore, what is the necessary vol. of requests required before it goes on the new features list for implementation? What are the timeframes for this? And, come to think of it, what is the current no. of requests for this feature? I have seen MANY MANY MANY threads requesting this feature, yet very little substance in any official response...

 

Yours forever hopefully of a straightforward answer to a straightforward question...

Davidmj54
New Contributor

The Excel thing works but it is terrible.  Please help HubSpot.

mphnyc
Regular Contributor

How many more people have to ask for this before there is SOME KIND of update from HS Dev??? 

Davidmj54
New Contributor

We literally have 100's and 100's of contacts sitting in a folder waiting for a solution to this.

airgov
New Contributor

We have left HubSpot over this very issue, and are now very satisfied using Zoho, although it did/does have a bit of a steep learning curve compared with HS. But for us, a single prospect-organization has anywhere from 5-8 contacts that we need to input. We just couldn't possibly do that manually for scores/hundreds of organizations.

ric0468
New Contributor

This is a must have functionality.