Introduction

Are you tired of wasting time and effort manually moving contacts between sub-accounts? Are you looking for a more efficient way to manage your contacts? Look no further! HighLevel has just introduced a game-changing feature that will revolutionize your workflow and boost your productivity. Say hello to the “Copy Contact” action in the Workflow Builder. In this article, we will dive deep into this new feature and explore how it can streamline your contact management process. So, let’s get started!

Introducing the Copy Contact Action

HighLevel understands the challenges that businesses face when it comes to organizing and transferring contacts across different sub-accounts. That’s why they have released the highly-anticipated “Copy Contact” action in the Workflow Builder. This feature allows users to seamlessly move contacts between sub-accounts with just a few clicks, eliminating the need for cumbersome workarounds.

How Does It Work?

The “Copy Contact” action empowers users to choose the specific contact they want to copy to another sub-account. This level of flexibility ensures that you can transfer contacts with precision, without any hassle. Additionally, users have the option to include or exclude tags and custom fields during the copying process. This customization feature ensures that your contact data remains intact and organized, just the way you want it.

Benefits of the Copy Contact Action

1. Increased Efficiency: The introduction of the “Copy Contact” action eliminates the need for time-consuming workarounds involving web hooks. Now, you can effortlessly move contacts between sub-accounts within the HighLevel platform itself, saving valuable time and effort.

2. Streamlined Workflow: With the ability to copy contacts seamlessly, your contact management process becomes a breeze. Say goodbye to manual data entry and hello to a more efficient workflow. HighLevel understands the importance of streamlined operations, and this feature delivers exactly that.

3. Enhanced Tracking: Moving contacts between sub-accounts is not only about organization but also about tracking. With the new “Copy Contact” action, you have complete visibility and tracking capabilities within the HighLevel platform. Now, you can keep tabs on every contact transfer, ensuring nothing falls through the cracks.

In conclusion, the introduction of the “Copy Contact” action in the HighLevel Workflow Builder is a game-changer for businesses looking to boost their productivity and streamline their contact management process. With the ability to easily move contacts between sub-accounts, customize the copying process, and enjoy enhanced tracking capabilities, it’s time to say goodbye to outdated workarounds. Embrace the power of this new feature and unlock your true potential with HighLevel. Upgrade your workflow today!