Migrate from Marketing Tools Growth Marketing Platform to monday CRM

Marketing Tools Growth Marketing Platform Contact records map directly to Monday.com CRM People records. Standard fields (name, email, phone, company linkage) migrate cleanly. We batch Contacts in chunks of 5,000 records per API call to avoid the platform UI timeout behavior reported by existing users. After import, we run a reconciliation sweep matching source record count to destination People count and flag any email duplicates for manual resolution.

HubSpot Company records map to Monday.com Companies. The company domain becomes the Website field. Companies are imported before People so that the company-people linkage is satisfied at import time. Monday.com Companies have a different schema from traditional CRM Account objects — they support a limited set of columns — so we map the source's company phone, address, and industry fields to the closest Monday Company column and flag any fields that exceed column type constraints.

Marketing Tools Growth Marketing Platform tags export as flat key-value pairs per contact. We map them to Monday.com Labels on People records. Tags that exceed Monday's character limit per label are flagged during scoping, and the customer's admin decides whether to truncate or consolidate. Tag multiplicity is preserved as multiple Labels on the same People record.

Segment definitions are rule-based in Marketing Tools Growth Marketing Platform and platform-specific in syntax. We extract the contact-level membership output (which contacts belong to which segment) and replicate that membership in Monday.com as Groups or as saved filtered views on a Board. The underlying segment rule logic must be rebuilt in Monday using Groups and Board filters. We document every active segment and its membership count during discovery and deliver the rebuild instructions with the migration package.

Campaign metadata (name, status, start date, end date, channel) migrates from Marketing Tools Growth Marketing Platform to Monday.com as Board Items with custom Columns for campaign fields. We create a Campaign Board per source campaign or consolidate into a single Campaigns board depending on volume and the customer's preference. Campaign performance metrics (open rates, click rates, revenue attribution) are not available via the documented export path and are excluded from the automated migration; we deliver a reference CSV of whatever the customer exports manually from the platform analytics dashboard before cutover.

Workflow journey definitions — triggers, conditions, branch logic, and action steps — live in Marketing Tools Growth Marketing Platform's internal automation engine and are not accessible via export. We cannot carry them over automatically. We document every active Journey during the discovery call, capture screenshots of the flow, and deliver a written rebuild guide mapping each Journey step to a Monday.com Automation or Series of Automations. The customer's admin rebuilds the automation logic in Monday within the first post-migration sprint.

Custom object schema is not publicly documented for the source platform. Where customers report custom object usage, we attempt field-level mapping during scoping but the undocumented schema may require a custom field discovery phase before migration. We create Monday Items with custom Columns to approximate the custom object structure. If the source custom object has lookup relationships to Contacts or Companies, we represent those as Link/Relation Columns in Monday and flag the relationship for post-migration validation.

File attachments associated with Contacts or Campaigns are not available via the documented export path on the source platform. We do not migrate attachments automatically. Customers should export attachments separately via the platform's UI export feature before the cutover date. Post-migration, attachments can be re-linked manually or connected to Monday through the Google Drive or Dropbox integration.