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
WillD
New Contributor

Here's how you (hubspot) and add this feature.  Currently, to add new contacts to an existing company, we have to re-enter all the same data over and over again (company, dept, all the address fields, etc.).   

 

Under 'Actions' in the Contact Profile page, adding a new feature to 'copy contact'?  This would open the 'create contact' page with everything (including custom fields) prefilled except the fields and unique to the new user (name, email, phone, salutation, title).  

 

This feature would greatly enhance the user experience and it does not seem to be all that complicated task. 

jabadia18
Occasional Contributor

Great responses so far.  For the life of me, I don't understand how Hubspot doesn't see that a robust ABM/ABS strategy will almost daily involve creating new contacts in the target accounts you're chasing.

MENAInfo
New Contributor

IS THIS FALLING ON DEAF EARS? sorry, didn't mean to shout...

pdronne
New Member

Yet another new user here chiming in.

 

My workflow is as follows:

 

* Open up new lead in my call queue (contact at XYZ company)

* Contact is correct, but not the right department for my team

 

I wish I could quickly and easily create a new contact from that same screen so that I can continue my flow without interruption. The contact is literally only going to be First Name, Last Name, Title, and Email.  Why do I need to jump to a completely different screen where i need to put in the same company info?

cutleron
New Member

I'm trying Hubspot and comparing it to other tools. I'm getting the feeling that Hubspot is too busy trying to build an empire to actually make their product efficient for their users. Really, in any reasonable SaaS company, and especially with HubSpot's valuation and capital, this should be a feature that existed 3-5 years ago AND if not, with these points made in this thread, it should have been part of your UI refresh with the multiple columns. 

I'm embarrassed for you, as someone who builds and runs a SaaS product.

JMKramer
New Contributor

Why hasn't this been implemented yet? Manually copying over contacts is a nightmare. PLEASE ADD THE ABILITY TO COPY CONTACTS - even if you require a different email address for each.