All Collections
Grow
Premium Features
Grow | Premium Features : Copy Contact
Grow | Premium Features : Copy Contact

Are you a Multi-Location gym looking to copy a contact from one account to another automatically. Then, this article is for you!

Updated over a week ago

The Copy Contact is a feature in the Grow automations that allows Multi-Location CRMs, in which they are using 2 CRMs, to set up an automation where a contact can be copied from one Grow Account to another.

  1. Click the "+" within the workflow you desire for the contact to be copied.

  2. Select Copy Contact

3. Select The Account You Want The Contact To Be Copied To

4. What Happens Afterwards:

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

If enabled, contact tags will be copied to the selected account.

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 exist in the selected account.

Did this answer your question?