How To Copy Contacts From One Sub-Account To Another in HighLevel

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saas4agency.com

Managing contacts across multiple sub accounts can be a daunting task, but HighLevel has made it simpler than ever. In this guide, we’ll walk you through the process of copying contacts from one sub account to another, ensuring that your data management is both efficient and effective. Let’s dive right in!

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Step 1: Enable Necessary Settings in Agency View

Before we begin, it’s crucial to ensure that your HighLevel settings are configured correctly. Here’s how:

  1. Access Agency View:
    • Navigate to your agency view in HighLevel.
  2. Go to Settings:
    • Click on “Settings” and then select “Company.”
  3. Enable LC Premium Triggers and Actions:
    • Make sure that your LC premium triggers and actions are enabled. This is essential for the copying process to work smoothly.

Step 2: Enable LC Premium Triggers for the Sub Account

Next, you’ll need to enable these premium triggers for the specific sub account where you want the contacts to be copied.

  1. Select Sub Account:
    • Go to the sub account of your choice.
  2. Enable Rebilling:
    • Consider enabling rebilling to monetize this feature by charging your clients for the service.

Step 3: Configure the Target Sub Account

Once you’ve set up your main settings, it’s time to configure the target sub account where your contacts will be copied.

  1. Access the Sub Account:
    • Go to the sub account where your contacts currently reside.
  2. Navigate to Settings:
    • In the sub account, go to “Settings” again.
  3. Enable New Workflow Builder:
    • Scroll down to “Labs” and ensure that the new workflow builder is enabled. This step is critical as the process won’t work without it.

Step 4: Create a New Workflow

Now that your settings are all configured, it’s time to create the workflow that will automate the copying of contacts.

  1. Go to Automation:
    • Navigate to the “Automation” section in HighLevel.
  2. Create a New Workflow:
    • Click on “Create a New Workflow” and choose to start from scratch.
  3. Set a Trigger:
    • Select a trigger for your workflow. For example, you could choose “Form Submitted” as the trigger for when a new contact is added.
  4. Save the Trigger:
    • Save this trigger to proceed to the next step.
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Step 5: Configure the Copy Contact Action

With the trigger set, you now need to configure the action that copies the contact to another sub account.

  1. Select Copy Contact:
    • Scroll down and find the “Copy Contact” action.
  2. Name the Action:
    • Name your action something descriptive, such as “Copy Contact to Sub Account.”
  3. Select Destination Account:
    • Choose the sub account to which you want the contacts copied.
  4. Include Tags and Custom Fields:
    • Ensure that all relevant tags and custom fields are included in the action.

Step 6: Save and Activate Your Workflow

Finally, save your workflow and activate it to start copying contacts automatically.

  1. Save Action:
    • Save the configured action.
  2. Activate Workflow:
    • Activate the workflow so that it runs whenever the specified trigger occurs.

Benefits of Using HighLevel’s Contact Copy Feature

Using HighLevel to copy contacts between sub accounts offers several advantages:

  • Efficiency: Automates the process of managing contacts across multiple accounts, saving you time and effort.
  • Accuracy: Ensures that all contact details, tags, and custom fields are consistently copied over.
  • Monetization: Enables you to offer this as a value-added service to your clients, potentially increasing your revenue.
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Conclusion

By following these steps, you can seamlessly copy contacts between sub accounts in HighLevel, streamlining your workflow and enhancing your contact management capabilities. If you have any questions or need further assistance, feel free to leave a comment below. Happy automating!

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