Migrate from Agencyzoom to monday CRM

AgencyZoom Leads map directly to Monday CRM Leads. Lead source, status, and owner resolve by email match to Monday CRM users. Custom fields on leads (e.g., preferred coverage type) become Monday CRM Dropdown or Text columns on the Lead board.

AgencyZoom Contacts map to Monday CRM Contacts with first name, last name, email, phone, and address preserved. The primary linked Company becomes the Contact's Organization link via the Organization column. Phone numbers transfer to both the Phone and Mobile columns as applicable. Unlinked contacts without a company association attach to a default 'Unassigned' organization record to maintain referential integrity in Monday CRM.

AgencyZoom Companies map to Monday CRM Organizations. Company name, domain, industry, and employee count map to matching columns on the Organization board. Industry selections from AgencyZoom's pick-list become Dropdown column options in Monday CRM. Parent-company hierarchies in AgencyZoom translate to a Relation column pointing to the parent Organization in Monday CRM, preserving the corporate structure where it exists.

AgencyZoom Policies are the deal-equivalent in this migration. Carrier, line of business, policy number, premium amount, effective date, and renewal date become custom columns on a Deals board. The policy's pipeline stage maps to a Status column with value-by-value mapping.

Each AgencyZoom pipeline stage (e.g., Quote, Bound, Pending, Lost) maps to a Monday CRM Status column value on the relevant board. Stage order and color coding are preserved. Probability percentages do not migrate; they require re-entry in Monday CRM reporting settings.

AgencyZoom Service Tickets map to Items on a dedicated Service board in Monday CRM. Priority, category, assignee group, resolution status, and service history timestamps migrate as columns. Priority values (Low, Medium, High, Urgent) map to Monday CRM's Priority column. Category and assignee group require custom Dropdown columns. Open tickets in AgencyZoom map to an 'Open' Status value in Monday CRM; completed tickets map to 'Resolved'. Service history entries become Updates on the Item timeline.

AgencyZoom Tasks attach to the parent record (Lead, Contact, Policy, or Service Ticket). They migrate as Subitems on the corresponding Monday CRM Item. Due date, assigned user (resolved by email match to Monday CRM users), and task status are preserved. Recurring task patterns in AgencyZoom are noted as a rebuild item for Monday CRM's Automation Center. Subitems inherit the board context of their parent Item, maintaining the relationship hierarchy in the destination system.

AgencyZoom Notes on records become Monday CRM Updates on the linked Item. Rich-text formatting including bold, italics, and bullet points converts to plain text where compatibility allows, with a note added indicating the original formatting. File attachments on records download from AgencyZoom and re-upload to Monday CRM Files, then attach to the corresponding Item. Images embedded in notes become file attachments in Monday CRM. Internal-only notes retain their visibility flag as a tag in the Update.

AgencyZoom custom fields (e.g., coverage_type, carrier_appointment_status, renewal_month) require Monday CRM custom columns. Field type determines column type: text fields become Text columns, pick-lists become Dropdown columns with options migrated, dates become Date columns, and numbers become Numbers columns with formatting preserved where set. Boolean fields map to Checkbox columns. The migration plan includes a complete inventory of all AgencyZoom custom fields with their types and the corresponding Monday CRM column names to create before data loads.

AgencyZoom owner IDs resolve by email match to Monday CRM users. The resolution process checks for an exact email match between the AgencyZoom owner address and Monday CRM user accounts. If a Monday CRM user account does not exist for an AgencyZoom owner, records attach to a fallback 'Unassigned' user and are flagged for manual reassignment before go-live. This prevents orphaned records during migration.

AgencyZoom file attachments on leads, contacts, policies, or service tickets download from the source system and re-upload to Monday CRM Files. Files attach to the corresponding Item using Monday CRM's file attachment feature. Supported file types include PDF, images, Word documents, and spreadsheets. Size limits follow Monday CRM's file upload constraints per plan tier (typically 250MB per file on Pro and Enterprise plans). We verify file integrity using checksums during the transfer to ensure no data loss.

AgencyZoom lifecycle automations — including email sequences, task triggers, text reminders, and stage-change events — do not migrate to Monday CRM. The automation engines use incompatible schema structures. We export each automation's full configuration including trigger type, conditions, and actions as a structured reference document. This document lists every automation with its settings so your Monday CRM admin can rebuild each workflow in Monday CRM's Automation Center using When-Then recipes.