Migrate from Pipz to monday CRM

Pipz Contacts map to Monday.com CRM Person items on the People board. We extract all standard contact fields (name, email, phone, address) and custom fields, preserving the full Pipz field type (text, number, date, checkbox) as a matching Monday.com column type. The Pipz lifecycle stage is stored as a status column or text column depending on the customer's naming convention. Contact tags from Pipz migrate to Monday.com tags on the Person item.

Pipz Company records map to Monday.com CRM Company items. The company name becomes the item title, and domain, industry, size, and revenue fields map to Monday.com column types. We link Person items to Company items using Monday.com's built-in Person-Company relationship (the Connect boards feature) after both boards are populated.

Pipz Deals map to Monday.com CRM Items on a dedicated Deal board. The deal name becomes the item title, deal value maps to a Numbers column, and the Pipz pipeline stage name maps to a Status column group. The Pipz deal owner maps to an Assignees column. We preserve closed-won and closed-lost dates as Date columns. Pipz deals without a linked Company are held in a reconciliation pass to assign a Company before insert.

Pipz pipeline stages map to Monday.com Status column groups on the Deal board. We extract stage names, ordering, and probabilities from Pipz and create matching Status groups in Monday.com. Stage automation triggers attached to Pipz stages do not migrate; we flag each one in the automation inventory document for rebuild in Monday.com's automation builder.

Pipz Activities (email opens, link clicks, calls, meetings, task completions) migrate as Updates attached to the relevant Person or Deal item in Monday.com CRM, with the original timestamp and event type preserved in the update body. Email body content migrates as a text Update with a link or file attachment for the email record. Monday.com does not have a native activity timeline object; we use Updates as the closest equivalent to preserve the chronological record.

Pipz Email Campaign metadata (name, subject, send date, send count, open rate, click rate) migrates as a separate Campaign board item with campaign details stored in columns. The linked contact list for each campaign is recorded as a numeric count and a list of linked Person item names in the campaign item. Individual email open and click events attach as Updates to each Person item in the campaign, preserving the timestamp.

Pipz Smart Segments are built from demographic, tag-based, and behavioral rules. We extract the full segment definition logic (field, operator, value for each condition) and document it as a written filter specification. The customer's admin recreates each segment as a saved filter view in Monday.com, applying the same conditions against the migrated data. Segments with behavioral triggers cannot be replicated without custom automations in Monday.com.

Pipz tags applied across Contacts, Companies, Deals, and Campaigns migrate as Monday.com tags on the relevant items. We extract all tag assignments per record and map them to Monday.com's tag system. Tags that carry semantic meaning beyond simple labeling (e.g., behavioral flags used in Pipz segmentation) are flagged in the migration report for review and potential conversion to Monday.com column values.

Pipz custom fields on contacts, companies, and deals map to Monday.com columns of the closest matching type: text fields map to Text columns, date fields to Date columns, dropdown values to Dropdown or Tags columns, and numeric fields to Numbers columns. We extract the full custom field definition including type, options list, and conditional visibility rules during scoping and recreate the column schema in Monday.com before data import begins.

Pipz Users are assigned as owners to contacts, deals, and automation flows. We extract all Pipz user records and match by email to Monday.com Workspace members. Users without a matching Monday.com account enter a reconciliation queue for the customer's admin to provision. User assignments on Deals map to Monday.com Assignees column values during import.