What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel, as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The platform offers every tool needed to run a business successfully at a fixed monthly cost. The platform allows you to white label your software so agencies can use it and brand it like their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically, agencies would perform a job for their client, like building a website or running Facebook ads, only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now, with Gohighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services, and your client continues to pay for these each month like a utility, creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so that you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage, so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
What is the Copy Contact Workflow Action & How it Can Help You?
The “Copy Contact Workflow Action” in GoHighLevel is an invaluable feature that simplifies duplicating contacts between sub-accounts. This tool is especially beneficial for agencies handling multiple clients or businesses with various departments needing access to shared contact information.
To utilize this feature, users navigate to the “Sub-Accounts” section in GoHighLevel. They then select the source sub-account containing the contacts they wish to duplicate. Within the source sub-account, users can choose specific contacts and click the “Copy Contacts” button. This workflow click ensures that all relevant contact information, including custom fields and tags, is efficiently transferred to the target sub-account.
The Copy Contact Workflow Action significantly boosts workflow efficiency by automating the contact duplication process. This automation eliminates the need for manual data entry, saving time and minimizing the risk of errors that can occur when inputting information manually. For business owners, this means more accurate and reliable data management.
One of the key advantages of this feature is improved communication and collaboration across different teams or departments. With up-to-date contact information readily available, coordination becomes smoother, and customer interactions are handled more effectively. This capability is crucial for maintaining high service levels and ensuring all customer inquiries are promptly and accurately addressed.
Additionally, the Copy Contact Workflow Action allows users to maintain consistency in their data across sub-accounts. Custom fields and other specific details are preserved, ensuring that every team member has access to the same comprehensive information.
Overall, the Copy Contact Workflow Action in GoHighLevel is a powerful tool for business owners aiming to enhance operational efficiency. Simplifying the management of contact information across multiple sub-accounts enables businesses to focus more on strategic activities that drive growth and customer satisfaction.
How to Use the GoHighlevel Copy Contact Workflow Action
In the GoHighlevel platform, you will need to log into the selected sub account where the contract record you want to copy has been created. You will need to create a new workflow and any necessary triggers for it. Once the workflow and triggers have been created, you can click on the + sign in the workflow and add the copy contact workflow action.
Notice the gold crown next to this action. It represents a premium action, and you will be charged for each use of this action in your workflow. The cost at the time of this article is $.02 per usage. Here are the configuration options you get with this action.
Action Name
Give this action a name that will be displayed in the workflow.
Select An Account
You receive a list of all other sub-accounts to which your account has access, and you can select which sub-account you want to copy the contact record.
Add Tags to Sub-Account
If the tags are not already listed, you can select which to add to the contact record before it is copied.
Copy Tags
If this is toggled on all existing tags will be created in the new sub-account.
Copy Custom Fields
If you have any custom fields currently set in the source sub-account and you want to continue to use that field in the new sub-account, then you can toggle this feature, and it will create the custom field and copy the contact custom field data to the new sub-account.
Update Contact if it Already Exists
Like any good CRM you will need to understand what to do if the contact record being copied already exists in the destination sub-account. GoHighlevel uses either the email address or phone number as key fields to match the contact record. If you want to update the record in the destination account toggle this feature on.
GoHighlevel Copy Contact Action Conclusion
In the fast-paced world of 2024, efficient CRM management is more crucial than ever. The “Copy Contact Workflow Action” in GoHighLevel is a game-changer, designed to streamline your contact management across multiple sub-accounts. This powerful feature not only saves time but also ensures accuracy and consistency in your data, enhancing collaboration and communication within your organization.
GoHighLevel offers a comprehensive solution that includes opportunity pipelines and customizable new workflows. This enables you to manage your sales and customer interactions more effectively. By adopting GoHighLevel, you can optimize your business processes, track leads more efficiently, and ensure that no opportunity slips through the cracks.
I invite you to take the next step toward transforming your CRM management. By signing up through my affiliate link, you’ll gain access to all the incredible features of GoHighLevel, along with my exclusive training and bonuses. This additional support is designed to help you maximize the platform’s potential, create effective opportunity pipelines, and implement new workflows tailored to your business needs.
Don’t miss out on the opportunity to revolutionize your CRM practices. Click here to sign up for GoHighLevel and start leveraging its powerful features for a more streamlined, efficient, and successful business in 2024. Your path to seamless CRM management, enhanced opportunity pipelines, and efficient new workflows begins now.
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