Migrate from eTrigue to monday CRM

eTrigue Prospects map directly to Contact Items in a Monday.com CRM Contacts board. Standard fields (First Name, Last Name, Email, Phone, Company) export cleanly via CSV and map to Monday.com's default Contact columns. We import through the Monday.com API and enforce exact column-name matching — if the eTrigue CSV header is 'Phone Number' but Monday expects 'Phone', we remap during transform to avoid silent import failures. The Contact's Organization field resolves from the eTrigue Company name.

eTrigue Company records map to the Organization column on Monday.com Contacts. Since Monday.com does not have a native Account or Company object, we store the company name as the Organization reference on each Contact Item. If multiple Prospects share a company name, they resolve to the same Organization entry in Monday.com. Partner-specific company names from Lead Accelerator programs are preserved in the same Organization field and flagged for post-migration review.

Each eTrigue Campaign becomes a Monday.com Board with custom columns for campaign name, campaign type, start date, status, and target audience segment. Campaign response data (Prospect responses, email sends, form submissions) migrates as board Items or as a linked Activity board connected back to the originating Campaign board. We preserve the campaign response timeline by setting creation dates to match the original eTrigue campaign timestamps.

eTrigue's five lead score sub-components (Campaign Score, Activity Score, Source Score, Relationship Score, Buy Time Score) export as separate numeric fields. Monday.com has no native composite lead scoring engine, so we create five Number-type columns on the Contacts board — one per sub-component — preserving the original values and their ranges. We also create a summary Number column summing the five components for quick sorting. The customer recreates any scoring thresholds or automation triggers in Monday.com automations post-migration.

eTrigue's 3D Lead Scoring model enriches standard scoring with content-type engagement weighting and stores a composite value per Prospect. We export the composite 3D score as a Number column on the Contact Item. Because Monday.com does not have an equivalent native scoring engine, the 3D score value is preserved as a static number — it does not recalculate. Any scoring logic that depends on content-type weighting must be rebuilt manually as Monday.com automations post-migration.

eTrigue Activity History (page views, email opens, form submissions, campaign responses, landing page visits) exports as a structured log per Prospect. We map this to a Monday.com Activity board where each engagement event becomes an Item with columns for activity type, timestamp, campaign attribution, and a Contact link back to the originating Prospect-Contact Item. The activity timeline is reconstructed as board Items ordered by timestamp. This structure gives Monday.com users a chronological activity feed per contact without a native activity-log object.

eTrigue Content Types and tag values export as label strings per Prospect. We map these to Monday.com Contact Labels, which are a native labeling feature on Contact Items. Tags used for content classification migrate as-is; the customer decides whether to consolidate overlapping tags during scoping. Content Type values used for 3D Lead Scoring weighting are preserved as a separate Text column alongside the 3D score for reference.

eTrigue custom fields (Boolean, Text, Date, Number) defined under Settings > Prospect Settings > Prospect Fields map to Monday.com board columns of the corresponding type. Boolean fields export as true/false values and map to Monday.com's Checkbox column type. Text fields map to Text columns, Date fields to Date columns, and Number fields to Number columns. We profile the custom field export during discovery to catch any multi-select or picklist-style fields that require Label column mapping in Monday.com.