Migrate from BoomTown to monday CRM

BoomTown contacts land as items in Monday CRM's contacts board. Each contact's properties (name, email, phone, address, company) map to Monday columns. The contact's associated company links via a connect board column if the company board exists. If the company board does not yet exist, the company name is stored as a text column and can be linked later. This preserves contact-to-company relationships without blocking migration.

BoomTown leads and contacts use separate objects. In Monday CRM, leads and contacts both become items — either in separate boards or distinguished by a Status column (Lead vs Customer) on a unified contacts board. Lead-specific fields like lead source and grade map to dedicated columns.

BoomTown company records map to items in a Companies board. Company name, domain, industry, and employee count become Monday columns. Contact items link to their primary company via board relations or a text column holding the company name. If multiple contacts share the same company, each will reference the same item, ensuring consistency. The domain column can auto-populate a website link, and employee count can be used for reporting.

BoomTown deals map to items in a Deals board. Deal name, amount, stage, close date, and owner migrate as Monday columns. The deal's associated contact links via a connect board column. Real estate transaction context (property address, listing ID) migrates as custom columns.

BoomTown pipeline stages (Prospect, Showing Scheduled, Offer Made, Under Contract, Closed) map to Monday board groups or a Status column with matching values. Stage-entry timestamps become custom date columns. Probability percentages migrate as a Number column for forecasting reference. When mapping to board groups, each stage group can have its own color for visual clarity. The probability column can be used in formulas to calculate weighted pipeline value.

BoomTown engagement logs (calls, emails, meetings, notes) become item updates in Monday CRM, preserving the original timestamp and the team member who logged them. Meeting details migrate as Subitems with date columns for start/end times. Each update records the activity type as a label, allowing filtering by Call, Email, Meeting, or Note. Attachments linked to the activity are stored in the Files column of the item or subitem.

BoomTown files attached to contacts, leads, or deals re-upload to Monday CRM as Files column values on the respective items. File size limits apply based on Monday plan tier. Inline images from notes are downloaded and rehosted as Monday file attachments.

BoomTown custom fields for real estate data — MLS number, listing status, property type, showing count, CMA valuation — require custom column creation in Monday CRM. FlitStack defines the column type per field (text, dropdown, number, date) during migration planning.

BoomTown tags on contacts, leads, and deals migrate as Monday tags for cross-filtering and board organization. Tags preserve the original BoomTown label so teams can filter the same way in Monday CRM. If a tag does not exist in Monday, it is created automatically during migration. Tags can be applied to multiple items across boards, enabling unified tagging strategies for segments, campaigns, or property types.

BoomTown owner and agent records map to Monday CRM users by email address match. Unmatched owners are flagged before migration so the team can either invite them to Monday CRM or assign their records to a fallback user. If an owner’s email matches an existing Monday user, their records are assigned automatically. For new owners, FlitStack creates a pending user invitation, which can be accepted after the migration completes.

BoomTown drip campaigns and lead-nurturing workflows have no Monday CRM equivalent and must be rebuilt in Monday's automation recipes. FlitStack exports the workflow definitions as a reference document for the Monday admin. The exported document includes trigger conditions, action steps, and timing intervals for each campaign, so the Monday admin can replicate logic in the recipe editor. Budget time for testing automations after recreation.

BoomTown's Success Assurance lead monitoring is platform-specific. In Monday CRM this must be rebuilt as automation recipes, notifications, or a third-party integration with a lead concierge service. FlitStack provides a feature-equivalence matrix to guide the rebuild. The matrix maps Success Assurance triggers such as lead inactivity, showing request, or offer submission to corresponding Monday automation actions, helping teams prioritize which workflows to rebuild first.

BoomTown reports and analytics dashboards migrate the underlying data but the visualization logic does not carry over. Monday CRM dashboard widgets must be configured separately. FlitStack documents the source report metrics so the Monday admin can rebuild equivalent widgets. Key metrics such as lead source attribution, conversion rates, and agent performance are captured in a mapping sheet, enabling the admin to select appropriate Monday chart types for each visualization.

BoomTown integrations with third-party tools like Zapier, BombBomb, and Mojo Dialer do not migrate. Monday CRM's native integrations or Zapier must be reconnected post-migration. FlitStack provides an integration audit list from BoomTown so nothing is missed. Each integration's trigger and action steps are documented, so the admin can recreate the connection in Monday CRM's integration settings. This prevents oversights and reduces downtime when switching from BoomTown.