Migrate from ActiveTrail to monday CRM

Discovery and data audit

We audit the ActiveTrail account across contact volume, segment definitions, campaign history (email, SMS, WhatsApp), custom field definitions, and tag taxonomy. We confirm the ActiveTrail API credentials and test connectivity for each object type. We review the target Monday.com CRM workspace to confirm which built-in boards (Contacts, Deals) are enabled and whether a separate Company Board is needed. The discovery output is a written migration scope, object mapping table, and field mapping table approved by the customer before any data moves.

Schema setup in Monday.com CRM

We configure the Monday.com CRM workspace before migration. This includes creating Column types on the Contacts Board to match ActiveTrail custom field types (Text, Numbers, Date, Dropdown, Tags), setting up Label taxonomy to match the ActiveTrail tag set, configuring the Deals Board with pipeline stages that map to ActiveTrail deal status if present, and setting up a Company Board if the customer manages more than 50 unique companies. Column linking between Contacts and Companies is configured if the customer needs relational queries across boards.

Contact and company migration

We extract all ActiveTrail Contacts and Companies via the REST API, applying field-level transformation (E.164 phone normalization, dropdown option creation, tag-to-Label mapping). Contacts insert into Monday.com using the Contacts API or CSV bulk import, with email as the dedupe key. If a duplicate contact exists by email, we update existing fields rather than create duplicates. Company data inserts into the Company Board or maps to a Company Column on the Contact Item depending on the schema approach chosen during scoping.

Segment and tag migration

Static segments migrate as Group entries on the Contacts Board. Dynamic segment definitions are exported as written filter criteria and handed off as documentation. Tags migrate as Monday.com Labels on each Contact Item. We apply a tag-filter map if the customer has specified that certain ActiveTrail tags should not propagate (e.g., internal scoring tags or deprecated taxonomy).

Campaign engagement snapshot

Email and SMS campaign metadata (campaign name, send date, audience size, delivery status) and per-contact engagement events (opens, clicks, replies) migrate as Activity Log entries on each Contact Item. Each Activity Log entry records the campaign name, event type, and timestamp. WhatsApp campaign data migrates with a consent flag set to requires_reverification and is excluded from any automated re-activation workflow. Campaign design assets (HTML templates) are exported and delivered as a file package for the customer's admin to re-import into their email sending tool of choice post-migration.

Cutover, validation, and automation handoff

We freeze writes to ActiveTrail during the cutover window, run a final delta migration of any records modified during the migration run, and enable Monday.com CRM as the system of record. We deliver a row-count reconciliation report comparing ActiveTrail record counts to Monday.com inserted counts. We deliver the Automation Journey inventory document listing every ActiveTrail journey with its trigger, conditions, actions, and recommended Monday.com Automation Recipe equivalent. We support a 72-hour hypercare window for reconciliation issues. Rebuilding ActiveTrail journeys in Monday.com's automation builder is outside the standard migration scope.