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Create Contact Off Existing Contact

Create Contact

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#1 danoshea

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Posted 27 December 2018 - 09:40 AM

I come across a contact that gives me 2-3 other names to call  with the same company.

 

Is there an easy way to duplicate the existing record and then just change the name, telephone and email information?

 


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#2 coachalh

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Posted 13 January 2019 - 11:28 AM

You could do this via zapier - create a connection to X2, get a Webhook in Zapier, connect it to a macro in X2flow, and then write an action in Zapier to create a new contact using the data grabbed by the webhook. 



#3 udemy

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Posted 14 May 2019 - 10:11 AM

I come across a contact that gives me 2-3 other names to call  with the same company.

 

Is there an easy way to duplicate the existing record and then just change the name, telephone and email information?

Agree with you







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