Migrate from Floww.ai to monday CRM

Floww.ai Contacts map to items in a dedicated Contacts board in Monday.com CRM. Standard fields (name, email, phone, company association) migrate as typed Custom Fields. The Contact Hit List engagement feature in Floww.ai is documented separately for the customer's admin to recreate as a filtered board view in Monday.com. We preserve any tag or segment labels as Monday.com Tags applied to the item.

Floww.ai Leads map to items in a dedicated Leads board in Monday.com CRM. Lead categorization features and stage assignments migrate as Custom Fields. If the customer uses Floww.ai's pin feature for lead tracking, we map the pin status to a Custom Field (pinned_lead boolean) in Monday.com. The Lead record's activity history migrates as linked items in the Activity board.

Floww.ai Deals tied to specific Pipelines and Stages map to items in a Deals board in Monday.com CRM. Deal value, owner assignment, expected close date, and stage history migrate as typed Custom Fields. Deal stage maps to a Monday.com Status column with values matching the Floww.ai pipeline stage names. We flag any Deals with a deal_value of zero or null for the customer to review before migration.

Floww.ai Pipelines and Stages map to Monday.com Boards with Groups representing high-level groupings and Status columns representing stage progression. We extract the live stage definitions from Floww.ai (stage names, counts, and ordering) and design Monday.com Groups and Status values to match. Stage probabilities from Floww.ai are stored as a numeric Custom Field in Monday.com for reporting reference. Teams with 4 to 12 stages per pipeline in Floww.ai all map cleanly into the Monday.com Status model.

Floww.ai Activities (calls, emails, meetings, scheduled tasks) logged against Contacts and Deals migrate as items in an Activity board in Monday.com CRM. Activity type, timestamp, owner, and linked record reference migrate as Custom Fields. We create a cross-board link from the Activity item to the corresponding Contact and Deal items using Monday.com's Connect Board feature or a Custom Field link. Bulk activity exports from Floww.ai require sequential extraction passes, which we coordinate with the customer before migration.

Floww.ai Custom Objects with custom properties and cross-object relationships map to dedicated boards in Monday.com CRM. One-to-many relationships from Floww.ai become cross-board links or Custom Field lookups in Monday.com. Many-to-many relationships require a junction board approach or a multi-select Custom Field linking to the related board. We request a schema map from the customer covering all Custom Object definitions before migration, as Monday.com lacks a native many-to-many relationship type.

Floww.ai's Flow/Workflow engine is tightly coupled to its runtime and trigger logic and does not migrate as executable objects. We document every active Flow with its trigger conditions, actions, and sequence steps in a written inventory. The customer's admin uses this inventory to rebuild equivalent automations in Monday.com Automations. We do not migrate Flows as code or provide post-migration automation rebuild as standard scope.

Floww.ai Dashboards are rendered from live queries against the platform's data store and are not exportable as data or configuration. We do not migrate Analytics objects. The underlying data (Deals, Activities, Contacts) migrates to Monday.com boards, where the customer rebuilds reports using Monday.com's native reporting and dashboard tools. We flag which Floww.ai dashboard widgets are based on migrated data so the customer knows which reports can be recreated.

Attachments linked to Contacts, Deals, and Activities require a separate file export workflow beyond the standard CSV extraction. Call recordings stored within Floww.ai have limited delete and storage management controls and are flagged for explicit customer confirmation before inclusion in migration scope. Monday.com CRM does not include native call recording storage, so any recordings migrated require a separate storage destination (file server or integrated third-party tool) that the customer specifies.

Floww.ai tags used for record segmentation migrate as Monday.com Tags applied to the relevant Contact, Lead, or Deal items. Tags used for content classification migrate as label Custom Fields if the customer prefers structured data over the tag model. We preserve the original tag names and apply them to the corresponding items during migration. The customer chooses the preferred tag strategy during scoping.

Floww.ai Users map to Monday.com User accounts matched by email address. We extract every distinct user referenced on Contact, Lead, Deal, and Activity records and resolve by email against the Monday.com workspace. Any Floww.ai User without a matching Monday.com User is flagged in a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment migrates by resolving the user email to the Monday.com User record.

Floww.ai stores cross-object relationships (Contact-to-Deal, Lead-to-Company, Custom-Object-to-Custom-Object) in a non-standard relational schema. We reconstruct these relationships as Monday.com Custom Fields storing the linked item ID, or use Monday.com's Connect Board feature to create cross-board item links. Many-to-many junction tables from Floww.ai require a separate mapping pass and are converted to either a multi-select Custom Field or a dedicated junction board in Monday.com. Relationship cardinality is preserved where possible and flagged where it cannot be directly represented.