CRM migration

Migrate from monday CRM to HubSpot

Field-level mapping, validation, and rollback between monday CRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.

monday CRM logo

monday CRM

Source

HubSpot

Destination

HubSpot logo

Compatibility

100%

11 of 11

objects map 1:1 between monday CRM and HubSpot.

Complexity

BStandard

Timeline

4–7 days

Rollback included Accuracy guarantee Field-level validation

Try the reverse

HubSpot
monday CRM

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

monday CRM logo

monday CRM

What's pushing teams away

  • Advanced features like forecasting, AI insights, chart views, and advanced automation require Pro tier, causing sticker shock as teams grow and feature requirements expand.
  • The board-and-item mental model does not naturally represent standard CRM relationships like Account-to-Contact or many-to-many Deal associations, leading to data duplication and confusion.
  • Per-seat pricing scales linearly with team size, and annual billing is non-refundable — teams that overbought on an annual contract feel locked in.
  • Integration automations built on the legacy Recipe infrastructure are being deprecated, forcing customers to rebuild workflows or risk breakage during migration projects.
  • Limited automation actions per month on lower tiers forces teams to purchase additional automation packs or upgrade, adding unexpected cost.

Choosing

HubSpot logo

HubSpot

What's pulling them in

  • Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
  • Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
  • Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
  • Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
  • The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How monday CRM objects map to HubSpot

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)

maps to

HubSpot

Contact

1:1
Fully supported

Monday 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)

maps to

HubSpot

Company

1:1
Fully supported

Monday 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)

maps to

HubSpot

Deal

1:1
Fully supported

Monday 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

maps to

HubSpot

Deal Pipeline Stage

1:1
Fully supported

Monday 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

maps to

HubSpot

Contact Owner / OwnerId

1:1
Fully supported

Monday 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

maps to

HubSpot

Deal Stage

1:1
Fully supported

Monday 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

maps to

HubSpot

Task

1:1
Mapping required

Monday 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

maps to

HubSpot

Engagement (Note)

1:1
Fully supported

Monday 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

maps to

HubSpot

HubSpot File

1:1
Mapping required

Files 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)

maps to

HubSpot

Custom Property (Contact / Company / Deal)

1:1
Fully supported

Monday 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

maps to

HubSpot

(No Equivalent — Must Rebuild)

1:1
Not supported

Monday 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.

Gotchas + challenges

What specifically takes care here

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 logo

monday CRM gotchas

High

Subitems are not included in bulk exports

High

Daily API call limits vary sharply by plan

Medium

Legacy automations (Sentence Builder) are being deprecated

Medium

Excel and account exports only include table views

Low

Enterprise admins can disable non-admin exports

HubSpot logo

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

  • Monday CRM has no native CRM object model — everything is an Item on a Board

    Monday CRM's board-based architecture means there is no native Contact, Company, or Deal object — all CRM data is stored as flexible Items on customizable Boards with Groups and Columns. HubSpot enforces Contacts, Companies, and Deals as distinct objects with required field conventions and an association model. We resolve this by auditing Monday boards first, classifying each board by CRM purpose (Contact board, Company board, Deal board), and mapping Items accordingly. For boards without a clear CRM equivalent, we create HubSpot custom objects. This board-to-object classification step is the most important pre-migration decision and must be completed before schema setup begins.

  • Monday People columns store email as text — owner resolution requires post-migration manual assignment

    Monday CRM has no native Owner concept — People Columns store the email address of a person associated with an item, but this is text stored in a column, not a reference to a user record. HubSpot's OwnerId is a required lookup to an actual HubSpot User. We attempt email-based matching during migration and flag any People column entries that do not resolve to a HubSpot user for manual owner assignment after migration. If Monday stores owner names rather than emails, the resolution is less reliable and manual cleanup is larger. Flag this before migration so your team can identify which HubSpot users correspond to Monday People entries.

  • Monday automations do not migrate — they must be rebuilt in HubSpot's workflow engine

    Monday automations are tightly bound to Monday's board structure and column types — trigger conditions and action steps reference board elements (Groups, Columns, Item states) that do not exist in HubSpot's object model. They cannot be migrated automatically. We export automation definitions as a rebuild reference covering trigger types, filter conditions, and action steps, but the rebuild itself is a separate project scoped after the data migration. HubSpot's workflow engine (Workflows, Sequences, Playbooks) offers different triggers and conditions than Monday Automations — the logic must be redesigned, not ported directly.

  • Monday subitems have no HubSpot native equivalent — they migrate as linked Tasks or require a custom object

    Monday subitems represent child records under a parent Item and can themselves have subitems to multiple levels. HubSpot has no native subitem or hierarchical child-record construct — there is no equivalent to Monday's nested Item structure. We handle subitems by attaching them as HubSpot Tasks linked to the parent record, mapping subitem title, description, and status. The Monday subitem ID is preserved on the Task for traceability. Complex subitem hierarchies (subitems with their own subitems) cannot be fully represented in HubSpot's flat task model — we surface this in the migration plan and discuss whether a custom object approach is needed.

  • Monday files attach to Items but HubSpot has a 25MB per-file size limit — large files need re-hosting

    Monday stores files as attachments on Items and does not enforce a strict file size limit beyond account storage. HubSpot Files has a default 25MB per-file limit — files over 25MB will fail upload and must be re-hosted externally. We flag files exceeding 25MB during the pre-migration audit, then re-host them to your preferred storage (Google Drive, S3, SharePoint) and store the link as a custom property on the HubSpot record. File metadata (original filename, upload date, attached-to record) is preserved regardless of re-hosting. If your Monday CRM has a high volume of large video or design files, factor this into migration planning and storage strategy.

Migration approach

Six steps for a successful monday CRM to HubSpot data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

monday CRM logo

monday CRM

Source

Strengths

  • Board-based UI makes pipeline stages and deal progress visually obvious without training.
  • No-code automation builder requires no developer resources to create lead routing and stage-triggered actions.
  • Flexible column system supports custom CRM fields without schema changes or admin involvement.
  • Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead.
  • Layered product means teams already on monday Work Management can add CRM without migrating existing data.

Weaknesses

  • No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature.
  • Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward.
  • Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated.
  • Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers.
  • Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.
HubSpot logo

HubSpot

Destination

Strengths

  • Genuinely useful free CRM tier with no seat limit on contact records.
  • All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
  • Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
  • Workflow automation triggers across contacts, deals, and tickets with a visual builder.
  • API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

  • Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
  • Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
  • Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
  • API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
  • Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across monday CRM and HubSpot.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    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

    B

    monday CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your monday CRM to HubSpot migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about monday CRM to HubSpot data migrations

Answers to the questions buyers ask most during monday CRM to HubSpot migration scoping. Not seeing yours? Book a call.

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Most Monday CRM to HubSpot migrations complete in 4–7 days of clock time for under 50,000 Items across all CRM boards. Complex setups with multiple boards, heavy custom column usage, or subitem hierarchies extend to 2–4 weeks. The longest planning step is mapping Monday board structure to HubSpot's CRM object model and creating the corresponding custom properties in HubSpot before data moves.

Adjacent paths

Related migrations to explore

Ready when you are

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