Migrate from Freshsales to monday CRM

Freshsales Contacts map to People board items in Monday.com CRM. All standard fields (name, email, phone, address, job title, owner) map to typed Monday columns. Custom fields in Freshsales map to Monday column types: single-line text to Text column, multi-select to Tag column, date fields to Date column, currency to Numbers column with currency formatting. We preserve the Freshsales lifecycle_stage as a Tag column on the People item so the customer can filter by stage post-migration. Contact-Account association is preserved via a Connect Boards column linking the People item to the corresponding Organization item.

Freshsales Accounts map to Organizations board items. The account name, domain, phone, address, industry, and employee count map to typed Monday columns. Multiple Contacts associated with the same Account link to the same Organization item via a Connect Boards relationship column. This is the primary parent record that satisfies the contact-account relationship without a traditional foreign-key model.

Monday.com CRM has no standalone Lead object. Freshsales Leads require a design decision: either they merge into existing People items if the email address matches (N:1 on email deduplication), or they become new People items tagged with a Lead lifecycle column. We compute this at migration time by checking for matching email addresses in the destination. Any Lead-specific fields (lead_source, lead_status, lead_score on Pro) become tag columns or number columns on the People item. This is a structural loss that requires the customer's sales ops lead to define the post-migration lead handling process.

Freshsales Deals map to items on a Pipeline board in Monday. The deal name becomes the item title, deal amount maps to a Numbers column with currency formatting, and deal stage maps to the board's Status column with stage values matching Freshsales pipeline stages. Owner maps to a Person column. Probability maps to a Numbers column or can be embedded in the status column logic depending on the customer's board configuration preference. We preserve the deal closing date and pipeline name as column data.

Each Freshsales pipeline maps to a separate Monday board with a Status column whose values correspond to the Freshsales stage names. Probability percentages from Freshsales do not map directly into Monday's Status column; we store them as a separate Numbers column or formula column (if the plan supports it) so the customer can use them in dashboards. Multiple Freshsales pipelines (available on Pro and above) each require a separate Monday board, which multiplies board configuration time.

Freshsales Products map to items on a Products board in Monday if the customer uses Monday's native product management. Product name, SKU (hs_sku), unit price, and description map to typed columns. Monday does not have a native CPQ or quote generation engine; if the customer uses Freshsales CPQ, we flag that quoting must be handled via a separate tool or rebuilt as a Monday integration (Cognitivescale, Qwilr). CPQ licenses are plan-gated in Freshsales (1 license on Growth, more on Pro). We check the CPQ license count during scoping.

Freshsales Tasks migrate as subtasks on the related People, Organization, or Deal item, or as separate items on an Activity board linked via Connect Boards column. Task title, due date, priority, and owner map to Monday subtask fields. Open and completed status maps directly. If the customer uses Freshsales' custom activity types on Pro plans, we document those as separate board columns or tag labels during scoping. Advanced custom activities are plan-gated on Pro and above; we flag them during discovery.

Freshsales call logs and events (meetings) migrate as Monday subtasks or separate activity items. Call duration, disposition, and outcome map to custom number and text columns on the subtask. Monday has no native call recording or built-in telephony, so the recording URL from Freshsales maps to a Link column pointing to the stored recording (if accessible post-migration). This is a functional step-down: Freshsales built-in calling records sessions natively; Monday requires a third-party telephony integration (Aircall, Dialpad, Zoom Phone) for equivalent call logging.

Freshsales custom fields map to Monday typed columns. Standard custom fields (text, number, date, dropdown) map cleanly to Monday Text, Numbers, Date, and Tag columns. Advanced custom fields available on Pro and above may require more complex mapping: phone-number fields become Text columns (Monday does not have a native phone column with click-to-call); currency fields become Numbers columns with currency formatting; multi-select picklists become Tag columns. We audit every custom field definition during scoping and document type mismatches before migration begins.

Freshsales Owners map to Monday Person column values on each board item. We resolve by email match between Freshsales Owner email and Monday workspace member email. If a Freshsales Owner has no matching Monday user, we preserve the name in a Text column and flag for the customer's admin to re-assign post-migration. Owner-level permissions do not migrate because Monday uses workspace-level member management rather than record-level sharing rules like Freshsales Enterprise.