Migrate from Makesbridge to monday CRM

Makesbridge Subscribers map to Monday.com People records. Standard fields (first name, last name, email, phone) transfer directly. Custom field values map to Monday.com column types: text custom fields map to Text columns, numeric fields map to Number columns, date fields map to Date columns, and picklist fields map to Dropdown or Tags columns. We validate field type compatibility during scoping and flag any Makesbridge field type (e.g., complex multi-select formats) that requires transformation before import. Subscriber status (active, unsubscribed, bounced) maps to the Email Status column in Monday.com People.

Makesbridge Hot Lists represent high-priority subscribers surfaced by the lead scoring engine. We export Hot List memberships at migration time and apply a corresponding Tag (e.g., 'Hot Lead', 'Priority A') to each Subscriber's Monday.com People record. The tag name is configurable during scoping to match the customer's naming convention. Hot List membership is a flag assignment, not a separate record type in Monday.com.

Makesbridge Lists are named audience groups. We export the full list membership and map each List to a Monday.com Tag applied to all corresponding People records. If the customer uses Lists as campaign targeting groups, we recommend Board-level Groups in a dedicated Audience Board as an alternative structure. The choice is made during scoping based on how the customer uses Lists day-to-day.

Makesbridge Segments are dynamic rule-based subsets of Lists. The rule definitions are not exportable from Makesbridge. We export the evaluated subscriber set at migration time as a static snapshot and apply Tags to the corresponding Monday.com People records. The customer should plan to recreate segment rules in Monday.com using the exported Tags as a starting filter.

Makesbridge Campaigns (email sends and sequences) map partially to Monday.com. Campaign metadata (name, subject line, send date, aggregate open rate, click rate, send count) is exported as structured records and can be stored in a Campaign Activity Board as archive Items with column values for metrics. The HTML email content is preserved as a text attachment or document reference. Individual open and click events are not accessible via Makesbridge API and cannot be migrated.

Makesbridge custom field schema is retrieved via API and mapped to Monday.com column types during Board setup. Text fields map to Text columns, numeric fields to Number columns, dates to Date columns, and multi-value fields to Dropdown or Tags columns. We validate Makesbridge field types against Monday.com's supported column types before import and flag any unsupported type that requires pre-transformation (e.g., phone-number format fields that need reformatting). Schema provisioning happens before any Subscriber records are imported.

Makesbridge Workflows are text-based automation sequences with enrollment triggers and delays. The workflow logic is not exportable in a machine-readable format and cannot be directly re-imported into Monday.com's automation builder. We extract and document each workflow's step sequence, trigger conditions, delays, and actions as a structured migration artifact. The customer's admin rebuilds the automations in Monday.com's visual builder using the documentation; our professional services team can handle the rebuild as a separate engagement.

Makesbridge email templates (HTML content and drag-and-drop layouts) are exported as HTML files with metadata. Monday.com does not have a native email template library as a CRM feature. We preserve the template HTML so the customer can reconstruct compatible layouts in Monday.com's integrations (e.g., connected email tools like Gmail or Outlook) or a dedicated email marketing platform if marketing automation remains separate.

Makesbridge Forms capture new subscriber records. Form structure and field mappings are exported and documented. Monday.com's native form builder (available via integrations or third-party form tools connected via Zapier/Make) replaces Forms. We provide the field mapping reference so the customer can connect a replacement form directly to the Monday.com Board.

Makesbridge computes lead scores per Subscriber based on behavior and data triggers. We export the current score value as a numeric field and write it to a Number column on each Monday.com People record at migration time. This is a static snapshot; Monday.com does not have a native lead scoring engine, so ongoing scoring logic must be recreated using Monday.com automations or a third-party scoring tool post-migration.