CRM migration
Field-level mapping, validation, and rollback between monday CRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
monday CRM
Source
HubSpot
Destination
Compatibility
11 of 11
objects map 1:1 between monday CRM and HubSpot.
Complexity
BStandard
Timeline
4–7 days
Try the reverse
Overview
Monday CRM stores all CRM data as Items on customizable Boards — there are no native Contact, Company, or Deal objects. Each Board has Groups that function as pipeline stages and Columns that behave like custom fields. This board-based architecture gives Monday its flexibility but creates a fundamental schema mismatch when migrating to HubSpot, which enforces Contacts, Companies, Deals, and Tickets as distinct object types with required field conventions. FlitStack AI audits your Monday boards first, classifies each board by CRM purpose (Contact board, Company board, Deal board, Ticket board), and builds the corresponding HubSpot schema — custom properties for every Monday column, pipelines mirroring Monday Groups. We then extract Items via Monday's API, transform each Item into the correct HubSpot object, and load Contacts before Companies, then Deals with pipeline and stage mapping. Monday automations and workflows do not migrate — their logic gets exported as a reference document for rebuild in HubSpot's workflow engine. Activity history (Updates, Comments) migrates as Engagement Notes. Subitems migrate as linked Tasks. Files re-upload to HubSpot Files. A sample migration of 100–500 items runs first for field-level validation. The full migration uses scoped read access on Monday, and a 24–48 hour delta-pickup window captures in-flight changes during cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
monday CRM platform overview
Scorecard, SWOT, gotchas, and pricing for monday CRM.
Destination platform
HubSpot platform overview
Scorecard, SWOT, gotchas, and pricing for HubSpot.
Data migration guide
The complete HubSpot migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Source platform guide
monday.com CRM migration guide
Understand the data you're exporting from monday CRM before mapping it.
Destination checklist
HubSpot migration checklist
Pre- and post-cutover tasks for moving onto HubSpot.
Source checklist
monday.com CRM migration checklist
Exit checklist for unwinding your monday CRM setup cleanly.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a monday CRM object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
monday CRM
Board (Contact board type)
HubSpot
Contact
1:1Monday CRM Items on boards identified as Contact boards map directly to HubSpot Contacts. A Contact board is a board whose Items represent people rather than companies or deals. Primary text columns map to Contact name, email, phone, and job title. All other columns map to HubSpot Contact properties.
monday CRM
Board (Company board type)
HubSpot
Company
1:1Monday CRM Items on boards identified as Company boards map to HubSpot Companies. Primary text columns map to Company name, domain, phone, and email. All other columns map to HubSpot Company custom properties. Company boards must migrate before Contact boards so Contact-to-Company associations can resolve correctly.
monday CRM
Board (Deal board type)
HubSpot
Deal
1:1Monday CRM Items on boards identified as Deal boards map to HubSpot Deals. The board's primary Status column values become HubSpot Deal Stage names. Number-type columns map to Deal Amount. Date columns map to Close Date. All other columns map to HubSpot Deal custom properties. Deal boards must migrate after Company boards so Account lookups resolve.
monday CRM
Board Group
HubSpot
Deal Pipeline Stage
1:1Monday board Groups function as the stage dimension within a pipeline board. Each Group name becomes a HubSpot Pipeline stage label. Group order is preserved as stage sort order. We map Monday Group names to HubSpot stage names value-by-value and flag any Groups that need new HubSpot stages created before migration.
monday CRM
People Column
HubSpot
Contact Owner / OwnerId
1:1Monday People columns and person-type columns store email addresses for individuals associated with items. These migrate as HubSpot Contact properties. We attempt owner resolution by matching the stored email to a HubSpot user email — resolved items map to HubSpot OwnerId. Unresolved entries are flagged for manual owner assignment in HubSpot after migration.
monday CRM
Status Column
HubSpot
Deal Stage
1:1Monday Status columns define the progress state of Items and are the primary pipeline-stage mechanism on deal boards. Status values map to HubSpot Pipeline stage names. We create HubSpot stages matching Monday Status labels and preserve the original Status label as a custom property for reporting continuity.
monday CRM
Subitems
HubSpot
Task
1:1Monday subitems represent child records under a parent Item. HubSpot has no native subitem equivalent. We attach subitems as HubSpot Tasks linked to the parent record by title, description, and status. The Monday subitem ID is preserved on the Task for traceability. Very complex subitem hierarchies may require a custom object — surfaced in the migration plan.
monday CRM
Updates / Comments
HubSpot
Engagement (Note)
1:1Monday Updates and Comments on Items are the activity history for CRM records. These migrate as HubSpot Engagement Notes attached to the corresponding Contact, Company, or Deal. The original author name, timestamp, and full comment body are preserved. Engagement timestamps carry over so the HubSpot timeline reflects the original activity dates.
monday CRM
Files / Attachments
HubSpot
HubSpot File
1:1Files attached to Monday Items are re-uploaded to HubSpot's Files section and linked to the corresponding Contact, Company, or Deal record. Files under 25MB upload directly. Files over 25MB (HubSpot's per-file size limit) are flagged for re-hosting and link storage. The original Monday file URL is preserved as a reference property on the HubSpot record.
monday CRM
Custom Columns (all types)
HubSpot
Custom Property (Contact / Company / Deal)
1:1Monday custom columns — including formula, location, link, integration, dependency, and vote columns — have no HubSpot native equivalent. These require pre-created HubSpot custom properties before migration. We map each column to the appropriate HubSpot property type (text, number, date, single-select, multi-select) and document any HubSpot property creation needed in the pre-migration plan.
monday CRM
Automations
HubSpot
(No Equivalent — Must Rebuild)
1:1Monday automations are tightly bound to board structure and column types — trigger conditions and actions reference board elements that do not exist in HubSpot. We export automation definitions as a reference document for rebuild in HubSpot's workflow engine. The export covers trigger types, filter conditions, and action steps. Automation rebuild is scoped separately from the data migration.
| monday CRM | HubSpot | Compatibility | |
|---|---|---|---|
| Board (Contact board type) | Contact1:1 | Fully supported | |
| Board (Company board type) | Company1:1 | Fully supported | |
| Board (Deal board type) | Deal1:1 | Fully supported | |
| Board Group | Deal Pipeline Stage1:1 | Fully supported | |
| People Column | Contact Owner / OwnerId1:1 | Fully supported | |
| Status Column | Deal Stage1:1 | Fully supported | |
| Subitems | Task1:1 | Mapping required | |
| Updates / Comments | Engagement (Note)1:1 | Fully supported | |
| Files / Attachments | HubSpot File1:1 | Mapping required | |
| Custom Columns (all types) | Custom Property (Contact / Company / Deal)1:1 | Fully supported | |
| Automations | (No Equivalent — Must Rebuild)1:1 | Not supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Pre-migration audit — map boards to HubSpot objects
FlitStack audits every Monday CRM board and classifies each one by CRM purpose. We identify Contact boards, Company boards, Deal boards, and Ticket boards by examining column types and board structure. We document every custom column type, the People columns used for owner tracking, the Groups that act as pipeline stages, and any automations configured at the board level. This audit produces the Board Classification Document — the foundation for the HubSpot schema setup plan and the column-to-property mapping guide.
Create HubSpot schema — custom properties and pipelines
Before data moves, FlitStack creates the HubSpot custom properties and pipeline configuration that mirror the Monday board structure. For every Monday custom column that has no HubSpot native equivalent, we create a HubSpot property matching the appropriate type (text, number, date, single-select, multi-select). We configure the HubSpot Deals pipeline with stages matching the Monday board Groups, preserving the order and labels. Custom objects in HubSpot are created if Monday boards have complex Item hierarchies that require them.
Resolve Monday owners to HubSpot users by email
Monday People columns store owner email as text — we match these against HubSpot user email addresses to populate OwnerId on migrated records. Any People column entry that does not resolve to a HubSpot user is flagged before migration. Your team either invites the corresponding user to HubSpot first or assigns those records to a fallback owner. No record lands in HubSpot without an owner assignment — resolved or flagged — so the pipeline view is populated from day one.
Extract, transform, and load board data via Monday API
FlitStack extracts all CRM board data from Monday via the API — Items with all custom column values, subitems, file attachments, Updates, and Comments. Each Item is transformed based on its board classification: Contact board Items become HubSpot Contacts, Company board Items become HubSpot Companies, Deal board Items become HubSpot Deals with pipeline stage from the Status column. Data loads in HubSpot in the correct dependency order: Companies first, then Contacts, then Deals. Monday automations are exported as a reference document for rebuild in HubSpot Workflows — they do not run during migration.
Sample migration with field-level diff — validate before full run
A representative slice of 100–500 Items migrates first, spanning Contact boards, Company boards, and Deal boards with various column types. FlitStack generates a field-level diff between the Monday source and the HubSpot destination so you can verify column-to-property mapping, pipeline-stage mapping, owner resolution rates, and subitem linking before the full run commits. Any mapping corrections are applied to the full migration plan before the production run executes.
Full migration with delta-pickup cutover window
The full migration runs against HubSpot. Monday remains fully accessible to your team during the migration — FlitStack uses scoped read access only. A 24–48 hour delta-pickup window captures any Items created or modified in Monday during the cutover. Files re-upload to HubSpot Files with size-limit handling. Once the delta window closes, Monday read access is revoked. FlitStack generates an audit log of every operation and validates record counts, association integrity, and file attachment counts against the Monday source before sign-off.
Platform deep dives
monday CRM
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across monday CRM and HubSpot.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
monday CRM: Varies by plan — 200/day (Free/Trial), 1,000/day (Basic/Standard), 10,000/day soft limit (Pro), 25,000/day soft limit (Enterprise). Per-minute limits also apply..
Data volume sensitivity
monday CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during monday CRM to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your monday CRM to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave monday CRM
Other ways to arrive at HubSpot
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.