Migrate from ActiveCampaign to monday CRM

ActiveCampaign Contacts migrate to Monday.com People CRM. Email is the dedupe key. All standard contact fields (first name, last name, email, phone, address) map to Monday.com contact fields. Custom contact fields from ActiveCampaign map to Monday.com contact custom fields. We extract all contact records including suppressed statuses during the export phase so the customer understands the full record footprint before deciding which statuses to import into Monday.com.

ActiveCampaign Accounts (company records associated with Contacts) map to Monday.com Companies. The Account name becomes the Company name, and associated Contacts are linked to the Company record. Custom Account fields map to custom Company fields in Monday.com. Company-industry and employee-count fields migrate as text or custom fields depending on Monday.com's current field type availability.

ActiveCampaign Deals are the primary structural translation challenge. Deals map to Items on a Monday.com Board where each Board Group represents an ActiveCampaign Pipeline stage. Deal value, close date, owner, and associated Contact/Account all migrate as custom column fields on the Item. One ActiveCampaign Deal becomes one Board Item. If the customer has multiple ActiveCampaign Pipelines, we recommend one Monday.com Board per Pipeline or a Board with filtered Views per Pipeline.

ActiveCampaign Pipelines with their named stages become Monday.com Board Groups. We configure the Board Groups in Monday.com before migration so that Items land in the correct Group. Stage names and order migrate directly. Stage probability percentages become informational custom columns on Items; Monday.com does not have a native probability field so we recreate it as a Numbers column.

ActiveCampaign Tags migrate to Monday.com Labels. Tags are a flat label system and map 1:1 to Labels with no value transformation required. We export the full tag taxonomy and reassign them to the corresponding Board Items during import. If a contact has multiple tags, each tag becomes a separate Label on the corresponding Monday.com contact or Item.

ActiveCampaign Custom Objects (Enterprise-only on source) migrate to Monday.com Boards or Items depending on whether they are standalone or associated with Contacts or Deals. We pre-create the destination Board structure with custom columns matching the ActiveCampaign custom field schema before data import. Associations between custom objects and standard objects (Contact, Deal, Account) map to Monday.com's Item linking or column-based relationship fields.

ActiveCampaign Deal Notes cannot be exported via API (documented ActiveCampaign limitation). Contact notes on the contact record export as free-text fields. We map these to Monday.com Item Updates (the Activity log on a Board Item) or to a text-type custom column. Customers are informed of this limitation before migration so they can decide whether to accept the gap or manually re-enter note content.

ActiveCampaign email campaign history (sends, opens, clicks, conversions) has no direct Monday.com CRM equivalent. We export campaign performance data as a structured CSV and deliver it as a written inventory document that the customer can reference. We do not create live campaign objects in Monday.com because Monday.com CRM does not support email marketing campaign history as a native object.

ActiveCampaign Forms and Landing Pages do not migrate. Monday.com CRM does not have a native form builder equivalent to ActiveCampaign's form system. We deliver a written inventory of all ActiveCampaign Forms with their field configurations, conditional logic, and connected automations for the customer's admin to rebuild using Monday.com Forms (if available) or a third-party form tool. Landing pages require separate rebuilding outside migration scope.