Migrate from Inflection.io to monday CRM

Inflection.io Contact records map to Monday.com CRM People. We extract standard properties (email, first name, last name, phone, company) and map them to the corresponding People columns. Custom Person fields (text, numeric, date/time, boolean) map to custom columns in Monday.com CRM, preserving field type where supported. All Contacts are imported into a People board in the CRM workspace. Email address serves as the dedupe key to prevent duplicate contact creation during import.

Inflection.io Account records map to Monday.com CRM Companies. The Account name maps to Company name, domain maps to Website, and custom Account fields map to custom Company columns. Monday.com CRM supports company hierarchies in the CRM layer, matching Inflection.io's hierarchical Account structure. We import Accounts before Contacts so that the Company lookup is resolved at the point of Contact import.

Inflection.io Deal records map to Opportunities in a Monday.com CRM pipeline board. Deal name, amount, close date, and stage map to the corresponding Opportunity columns. The Inflection.io deal stage translates to a Pipeline status column value in Monday.com CRM. Deals without a linked Account create as Opportunities with no company association; the customer resolves these post-migration or we create a placeholder company record during scoping.

Inflection.io Segments are audience definitions built on contact properties and behavioral signals. Monday.com CRM has no behavioral segment builder. We export segment rules and membership counts and reconstruct segment logic as Monday.com Groups within the People board (static groups) or as Tags on contact items (label-based segments). Complex behavioral segments based on product event conditions cannot be reproduced without a separate data warehouse and integration; we document these as out-of-scope with a recommendation for external tooling.

Inflection.io custom Person fields (text, numeric, date/time, boolean types) map to Monday.com CRM custom columns on the People board. Field labels and types are preserved. Multi-select or tag-style custom fields map to Monday.com CRM Tag columns. Update Values as a Flow Step in Inflection.io has no direct Monday.com equivalent; we document any field-value-write logic for the admin to rebuild as Monday.com column automation rules.

Inflection.io Account-level custom properties map to Monday.com CRM custom columns on the Company board. Field types are preserved during translation. Account hierarchy levels (parent/child Account relationships) map to Monday.com CRM's company hierarchy structure where supported.

Inflection.io Journey execution logs (which contacts entered which Journey in which month) represent the MMC billing history. We export Journey execution history and store it as custom properties on each Contact in Monday.com CRM — Journey names become field labels and last-executed dates become date values. This preserves MMC baseline documentation for pricing discussions but does not recreate Journey logic. Journey step sequences, trigger conditions, and branching logic require manual rebuild in Monday.com's Automation center.

Inflection.io contact-level tags and segment membership flags map directly to Monday.com CRM Tag columns on the People board. We preserve the tag vocabulary and apply the same tags to each contact during import. Tag counts from the source are documented in the migration report for reference.

Inflection.io form submissions (native forms and third-party forms connected via Segment) contain submission metadata and field mappings. We import form submission records as custom activity notes on the relevant contact in Monday.com CRM, noting form name, submission date, and field responses. If the customer uses third-party forms that feed into Inflection.io, we flag the form integration for reconfiguration in the destination platform post-migration.

Inflection.io product event schemas (feature usage, login events, in-app actions) do not have a native equivalent in Monday.com CRM's data model. We flatten high-value product event summaries — last login date, feature activation counts, PQL score — into custom columns on the relevant Contact or Company record in Monday.com CRM. Full behavioral event streams require a separate data warehouse integration and are documented as out-of-scope for standard migration scope. Customers needing product-led growth signal in Monday.com CRM should plan for a data warehouse connection post-migration.