Migrate from Plezi to monday CRM

Plezi Contacts migrate to Monday.com CRM People records. Standard properties (name, email, phone, company) map directly to the corresponding People fields. The behavioral scoring profile and lifecycle stage from Plezi are preserved as custom Columns on the People record; if the customer uses Basic CRM, these custom Columns are added manually post-migration because scoring requires the Standard tier or above. We flag any Contacts with invalid or missing email addresses during deduplication and present a cleanup list before import.

Plezi Company records migrate to Monday.com CRM Organizations. Company name, domain, industry, and custom properties map to Organization fields. The Organization is created before any linked People import so that the relationship is resolved at insert time. If the destination Organization has an identical domain or name to an existing Monday.com Organization, we flag for deduplication review before committing the import.

Plezi Campaign records represent individual marketing initiatives with dates, channels, and budget fields. We create a dedicated Campaign Board in Monday.com CRM where each Campaign becomes a Group. Campaign metadata (type, start/end dates, budget) is stored as Columns on the Board. This is a structural choice that allows the customer to track campaign attribution alongside People and Organization data.

Plezi Contact tags migrate to the native Tags feature on Monday.com CRM People and Organization records. Tag names and associations are preserved verbatim. Tags used for segmentation are documented with the segmentation criteria so that the customer can rebuild equivalent segments using Monday.com's Group and filtering features.

Smart Campaigns are Plezi's core automation engine and cannot be exported as runnable logic. We reconstruct each Smart Campaign's intent by exporting trigger events, conditional rules, and action sequences from the source data. The output is a written automation inventory with trigger type, conditions, delay steps, and action list for each Smart Campaign, mapped to a recommended Monday.com Automation Editor equivalent. The customer's admin rebuilds these in Monday.com post-migration.

Plezi Workflows manage multi-step nurture sequences linked to Contacts and Companies. We export the step sequence and associated content blocks but note that dynamic personalization steps cannot be auto-reproduced. The written workflow inventory covers each step's sequence, delay, and content reference with a recommended Monday.com Automation Editor mapping.

Plezi Landing Pages are standalone assets with URLs, form associations, and embedded third-party content. We export page title, slug, and form reference. Embedded third-party widgets (webinar iframes, live chat scripts, custom JavaScript) cannot be extracted during export and are documented as items requiring manual recreation. The customer rebuilds pages in a landing page tool of their choice and connects them to Monday.com Forms.

Plezi Forms capture leads and feed them into Smart Campaigns. We export form field names, required flags, and target pipeline stage assignments. Form field types are mapped to the closest Monday.com Form field equivalents. The customer rebuilds the form in Monday.com Forms and reconnects it to the relevant CRM board Group post-migration.

Plezi User accounts (name, email, role) are exported for mapping to Monday.com CRM Users. Plezi-specific role names require manual review against Monday.com's permission model (Admin, Member, Viewer, Guest). We map the role where a direct equivalent exists and flag roles that require manual reassignment in Monday.com.

Emails and content blocks used inside Plezi Smart Campaigns and Workflows are exportable as HTML and text variants. We carry over the HTML body and subject line as a written asset inventory entry. Inline images may require re-hosting at the destination. The customer rebuilds email templates in Monday.com's Email Templates or connects their preferred email sending tool via an integration.

Plezi Contacts carry behavioral scoring profiles that determine lead quality and routing. These scores migrate as numeric values stored in a custom Column on the People record. Rebuilding the scoring logic as a Monday.com automation (using Column updates triggered by activity) is documented in the automation inventory but not implemented during data migration.