Workflow Action: Copy Contact to Sub-Account in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Copy Contact duplicates a contact from one sub-account to another, with options to copy tags, custom fields, and update existing duplicates. It's a premium action billed per execution.

The Copy Contact action duplicates a contact into another sub-account inside your system. It's built for operations running multiple sub-accounts that need consistent contact data across them — for example, regional offices or franchise locations.

This is a premium action and incurs per-execution fees.

What gets copied

The contact record itself.
Tags from the source (optional toggle).
Custom field values (optional toggle).
Updates to an existing contact in the target if a duplicate is found (optional toggle).

Field reference

Field	Description	Required
Select an Account	The target sub-account.	Yes
Add Tags to Sub-Account	Tags applied to the copy in the target sub-account.	No
Copy Tags	Carry over the source contact's existing tags.	No
Copy Custom Fields	Carry over custom field values.	No
Update Contact if it Already Exists	Update the duplicate instead of creating a new record.	No

How to configure

Pick the target sub-account.
Optionally add tags that should apply only in the target.
Toggle Copy Tags if source tags should follow.
Toggle Copy Custom Fields if you need field values to follow.
Toggle Update Contact if it Already Exists to avoid creating duplicates.

Suggested triggers

Contact Added — copy on creation.
Tag Applied — copy when a specific tag (like VIP) is added.
Contact Updated — keep target sub-accounts in sync with source edits.

File transfer limits

The action does not copy files or documents between sub-accounts. Files stay attached to the source. If you delete the source contact, file references on the copy may break. Keep the source if those files matter.

Example: VIP routing across regions

Trigger: Contact Added with filter Tag = VIP.
Action: Copy Contact.
Target: Regional Office sub-account.
Add Tag in target: VIP.
Copy Tags: on. Copy Custom Fields: on. Update if exists: on.

VIP leads land in the regional account automatically, with tags and custom fields intact.

Frequently Asked Questions

Is there a fee for each copy?

Yes. Copy Contact is a premium action billed per execution. Check your plan's premium action rate.

Are files and documents copied?

No. Only the contact record, tags, and custom fields. Files stay with the source contact.

What happens if the contact already exists in the target?

If Update Contact if it Already Exists is on, the existing record is updated. If it's off, a duplicate may be created depending on system matching rules.

Can I copy to multiple sub-accounts in one workflow?

Yes. Add multiple Copy Contact actions, each pointed at a different target.