Migrate from Enrich-CRM to monday CRM

HubSpot Contacts enriched by Enrich-CRM export to Monday.com CRM as Contact Items. All Enrich-CRM contact datapoints (title, seniority, LinkedIn URL, location, personal data fields) map to typed Monday Columns (Text, Email, Phone, URL). The email address serves as the dedupe key. Contact Items are created first in migration order so that parent-Account lookups resolve during Company import. Monday's Contact Board type is used if the customer enables it; otherwise a custom board with Contact-like columns is used.

HubSpot Companies enriched by Enrich-CRM export to Monday.com CRM as Company/Account Items. Firmographic datapoints (industry, employee count, revenue, tech stack, company domain) map to typed Monday Columns (Text, Number, Currency, URL). The company domain becomes the Website column and serves as the dedupe key. If Monday's native Account Board is active, Items land there; otherwise a custom Companies board is used. Account Items are created before Contact Items so that Contact Items can link to their parent Account via Monday's Connect Column (relation) type.

Enrich-CRM generates job-change alert signals when contacts change roles or employers. These are not standard CRM records — they have no direct Monday.com CRM equivalent. We capture them as timestamped Update notes on the Contact Item's Activity Log or as Items on a custom Job Change Alerts board linked to the Contact via a relation column. The original alert date, new company, new title, and signal source are preserved as columns. If the customer wants proactive automation on job-change signals, we document the trigger condition for rebuilding in Monday Automations or a Zapier/Make scenario post-migration.

HubSpot Deals associated with enriched Companies export to Monday.com CRM as Deal Items on a Deals board. Deal fields (name, amount, close date, stage) map to Monday Columns. The associated Company Item is linked via a Connect Column (relation) pointing to the Account Item. Deal stage is represented as a Status Column mapped from HubSpot dealstage values. If the customer has multiple deal pipelines, we create separate board Groups or Status columns per pipeline.

HubSpot Owners referenced on enriched Contacts and Companies export by email match against Monday.com Team Members. We resolve each HubSpot owner_id to a Monday.com User email. Any HubSpot Owner without a matching Monday.com account is placed in a reconciliation queue for the customer's admin to provision before migration continues. Owner assignments on Deal Items map to Monday's Person Column.

HubSpot engagement history (calls, emails, meetings, tasks) linked to enriched records exports as Update entries or Subitems on the corresponding Monday.com Contact or Deal Item. Each activity type becomes a Subitem with typed columns (Date, Duration, Outcome, Notes). Call disposition and duration map to Number columns. Meeting location maps to a Location or Text column. Email subject and body are stored as Text columns in the Subitem. Note engagements export as Updates with timestamps on the Contact Item. If activity volume is large, we batch Subitems in groups of 50 to avoid Monday's subitem-per-Item performance degradation.

Enrich-CRM credit consumption is a billing artifact, not user data, and does not migrate. We extract the credit burn rate and monthly consumption average during scoping and document it so the customer can estimate what enrichment credit package they need in the destination enrichment tool (Crunchbase, Apollo, Snov.io, or Hunter). This documentation is included in the handoff report as a configuration guide for the customer's admin.

If the customer used Enrich-CRM's API to attach custom metadata to enrichment results (beyond standard firmographic or contact fields), we preserve those as typed Monday.com Columns — JSON metadata stored as Text columns or split into individual fields based on the customer's reporting needs. We document the custom property schema during scoping and recreate it as Column configuration in the destination board.