How to copy contacts from one account to another account?

• The software on Any Plan ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & Actions.

• Once Premium Actions & Triggers are enabled via the platform settings, EXISTING and New Accounts will have 100 free executions.

• For users to avoid accruing execution costs for EXISTING Accounts, rebilling will need to be enabled manually for each Account within the platform view (more info).

• If premium actions are enabled on the SaaS Configurator, new Accounts generated will automatically be enrolled in LC Premium Actions & Triggers, no further action is required by the user.
  
  

Select an Account
The contact will be copied to the selected account. Only the accounts that the logged-in user has access to will be listed here.

Copy Tags
Organize your contacts effectively by adding multiple tags to newly copied contacts in your selected account. You can choose tags from the source contact information or even create new ones manually.

Copy Custom Fields
If enabled, contact custom fields will be copied to the selected account. The custom field value will be copied only if that field exists in the selected account.

Toggle: Update contact if it already exists
If this is enabled and if the contact already exists in the selected account then the contact will be updated in the account.

If the contact does not exist in the account then a new contact will be created.

Skip Copy Contact if Contact does not have Email and Name
If a contact does not have an Email or a Name then the contact won’t be copied and will be skipped.

What will be copied?

Below fields will be copied when Copy Contact action is used -

• Contact info

• General info

• Tags (Copy tags toggle must be turned on in the Copy contact action)

• Custom fields (Copy Custom fields toggle must be turned on in the Copy contact action and the same custom field should be available in the account) (The custom field type should be the same in both accounts)

What will not be copied?

Details such as Conversations, Activity, Notes, Tasks, Appointments, Documents, and Payments will not be copied.