Migrate from Followup CRM to monday CRM

FollowUp CRM contacts migrate as Items in Monday CRM's Contact board. The contact's name maps to the Item title, email to the Email column, phone to Phone column. Owner is resolved by email match to Monday workspace members and assigned to the Item's Person column. Addresses, social profiles, and custom fields map to Monday column types matching their data type.

FollowUp CRM companies map to Items in Monday CRM's Account board. Company name becomes Item title, domain/website maps to the URL column, industry to a Status or Select column. FollowUp's company hierarchy (parent/child) requires Monday Connect boards or a custom relation column to preserve the parent-company link in Monday CRM.

FollowUp CRM deals migrate as Items in Monday CRM's Deal board. Deal name becomes Item title, amount maps to the Numbers column (currency format), close date to Date column, and owner to the Person column. The deal's associated contact and company are linked using Monday's relation columns pointing back to the Contact and Account boards.

FollowUp CRM pipelines translate to Groups within Monday CRM's Deal board — each Pipeline becomes a named Group representing a deal stage. Pipeline stage values (Lead, Proposal, Negotiation, Closed Won, Closed Lost) map to the Group names. Monday's visual drag-and-drop between groups replaces FollowUp's stage dropdown. Stage-entered dates are preserved in custom date columns on the Deal Item.

FollowUp CRM's goal and quota system has no direct Monday CRM equivalent — goals are business logic, not CRM records. We migrate goal definitions (target amounts, measurement periods) as Items in a dedicated Goals board with formula columns calculating performance against target. Your team rebuilds goal automation (e.g., alerts when rep hits 80% of quota) in Monday's automation recipes.

FollowUp CRM's follow-up reminders map to Subitems on the associated Contact or Deal Item in Monday CRM. The subitem title captures the reminder text, due date maps to the Subitem's Date column, and assignee maps to the Subitem's Person column. Completed status maps to the Subitem's Status column. Past-due reminders migrate as open subitems for your team to triage.

FollowUp CRM notes on contacts, companies, or deals migrate as Updates (comments) on the corresponding Monday CRM Item. The note body becomes the update text, timestamp is preserved, and owner attribution is shown via the update author. Rich-text formatting in FollowUp notes is preserved as plain text in Monday updates.

FollowUp CRM file attachments on contacts, companies, or deals are downloaded and re-uploaded to the corresponding Monday CRM Item as Files. Monday's 250MB per file storage limit applies. Files that exceed this limit are flagged for manual download instruction. File names and upload dates are preserved as metadata.

FollowUp CRM custom objects (e.g., project records, bid tracking, permit data) migrate as separate boards in Monday CRM. We create a board per custom object with columns matching the object's fields. N:N relationships between custom objects and Contacts/Deals use Monday's Relation column to create the cross-board links your workflows require.

FollowUp CRM owner assignments resolve by email match against Monday CRM workspace members. Unmatched owners are flagged pre-migration — you either invite them to the Monday workspace first or reassign their records to a designated fallback owner. Owner historical attribution (who owned a deal historically) is preserved in a custom column on the Deal Item.

FollowUp CRM's lead status values map to Monday CRM's Status column on the Contact Item. Each FollowUp status (New, Contacted, Qualified, Unqualified) becomes a distinct Status label. We create the mapping during migration planning — if Monday's default status labels don't match, we create custom Status options to preserve your existing lifecycle semantics.

FollowUp CRM activity records (logged calls, emails, meetings with timestamps and owners) migrate as timestamped Updates on the associated Contact or Deal Item in Monday CRM. Call disposition, meeting outcome, and email subject are captured in the update text. Monday's activity log on each Item preserves the full interaction history for your team's reference.