Migrate from Freshmarketer to monday CRM

Freshmarketer Contacts migrate to Monday.com People board items. Email address is the dedupe key during import; if a Person with the same email exists, field values merge with source-side precedence. Custom contact fields from Freshmarketer become custom columns on the People board. Lifecycle stage maps to a Status column on People so the customer can filter by buyer stage post-migration.

Freshmarketer Companies migrate to Monday.com Organizations board items. Company domain becomes the Website column. The org_contact_id association to Contacts is preserved via a link column on the People board that references the Organization item, maintaining the company-contact relationship in Monday.com's linked-record format.

Freshmarketer Deals migrate to Monday.com Deal items. The pipeline and dealstage properties map to a Status column scoped to the Deals board, and deal amount maps to a Numbers column. Owner assignment resolves via email match to Monday.com team members. We preserve pipeline stage names as Status labels so the customer does not need to remap reporting.

Freshmarketer email logs migrate as Emails & Activities entries on the linked People item in Monday.com CRM. The WhoId references the People item; the email body, timestamp, and direction (sent/received) map to the activity entry. We preserve the conversation thread ordering by timestamp so the full email history reads chronologically on each Person.

Freshmarketer call logs migrate as activity items linked to the People item. Call duration, disposition, and timestamp map to custom columns on the activity record. If the destination board uses subitems for activities, calls migrate as subitems under the People parent item with the call metadata in subitem columns.

Freshmarketer meeting engagements migrate as activity records with date, duration, location, and attendee information. Meeting attendees that are also Freshmarketer Contacts or Users resolve to People or User items in Monday.com by email match.

Freshmarketer Notes attached to Contacts, Companies, or Deals migrate as Updates on the corresponding Monday.com items. Note body, author, and timestamp are preserved. Notes are ordered by creation date so the timeline reads correctly post-migration.

Freshmarketer tags on Contacts, Companies, and Deals migrate to Monday.com's Tag column type. Tags are stored as a flat string list per item. If tags contain hierarchical naming conventions from Freshmarketer, we document the original tag names in a separate text column to preserve context.

Freshmarketer custom fields on Contacts, Companies, and Deals map to Monday.com custom columns of equivalent type. Text fields map to Text columns, dates to Date columns, dropdowns to Dropdown columns, and multi-select checkboxes to Tag or Dropdown columns depending on the customer's intended use. Field type differences (e.g., Freshmarketer multi-select text vs Monday.com Tag) are resolved during scoping.

Freshmarketer Users (sales reps, admins) migrate to Monday.com team members. We match by email address. Owner assignments on Contacts, Deals, and Activities resolve to the Monday.com team member with the matching email. Any Freshmarketer User without a Monday.com match enters a reconciliation queue for the customer to provision the account before record migration.