Who This Is For / When to Use
Use Copy Contact if you need to:
Distribute leads across multiple accounts
Share contacts between teams or departments
Maintain separate account data while duplicating contacts
Replace webhook-based or third-party contact syncs
What the Copy Contact Action Does
The Copy Contact action creates a duplicate of a contact in a selected target account.
The original contact remains unchanged
The copied contact becomes a separate record
Tags and custom fields can be included optionally
Existing contacts in the target account can be updated instead of duplicated
This is a premium workflow action and incurs additional execution charges.
Prerequisites
Before using this action:
Premium Workflow Triggers & Actions must be enabled on your account
You must have access to the target account
The workflow must include a valid contact trigger
Step 1: Add the Copy Contact Action to a Workflow
Open Automations > Workflows.
Create a new workflow or open an existing one.
Click + Add New Trigger (if not already set).
Click + to add an action.
Search for Copy Contact under Contact actions.
Step 2: Configure Copy Contact Settings
Configure the action fields:
Action Name
Internal name for the workflow step.Select an Account
Choose the destination account where the contact will be copied.Add Tags to Account (optional)
Tags are created in the destination account and assigned to the copied contact.Copy Tags (toggle)
Copies all existing contact tags.Copy Custom Fields (toggle)
Copies all populated custom fields.Update Contact If It Already Exists (toggle)
Updates the existing contact instead of creating a new one.
Applies only when duplicate contacts are not allowed.
Click Save Action to apply.
How Contact Matching Works
If Update Contact If It Already Exists is OFF, a new contact is created.
If it is ON and duplicates are disabled, Kyrios updates the existing contact.
Matching is based on contact identity rules configured in the destination account.
Workflow Behavior and Logs
Each execution is recorded in Workflow Execution Logs
Logs show when the action ran and whether it completed successfully
Contact history in the destination account reflects the creation or update
Common Use Cases
Lead Distribution
Route qualified leads into different accounts based on conditions.
Departmental Separation
Maintain separate sales, support, or regional accounts while sharing contacts.
Partner or Client Access
Copy contacts into client-owned accounts without removing them from your main account.
Common Issues and Fixes
Contact Not Appearing in Destination Account
Confirm the correct account was selected
Check workflow execution logs
Verify duplicate contact rules
Duplicate Contacts Created
Enable Update Contact If It Already Exists
Review duplicate contact settings in the destination account
Action Not Available
Premium Workflow Actions are not enabled
→ Contact Kyrios Support to request access
FAQs
Does this move the contact?
No. The original contact remains unchanged. This action creates a copy.
Are tags shared between accounts?
Tags are recreated in the destination account if enabled.
Are custom fields required to exist beforehand?
No. Custom fields are created automatically when copied.
Is this action billable?
Yes. Each execution incurs premium workflow charges.
Can I track copied contacts?
Yes. Workflow execution logs record every run of the action.