Migrate from Sales Flow Technologies to monday CRM

Sales Flow Contacts map to Monday.com People CRM contacts. Each Contact record carries name, company, role, email, LinkedIn URL, and custom fields from CSV export. We normalize the contact data during import, resolving duplicate email addresses via Monday's deduplication logic. LinkedIn URL migrates as a text field; the contact's company name maps to the Company field in Monday's People CRM. Any Sales Flow custom fields map to Monday column types (text, number, date, dropdown) on the contact record.

Sales Flow Prospect Lists are named groupings of Contacts used to segment outreach targets. We export these as CSV with list membership per Contact, then recreate list names as Tags in Monday.com People CRM. Contacts are tagged with all list memberships, preserving segmentation for campaign targeting. If the customer uses more than 50 tags, we group them under tag categories during migration to keep the taxonomy manageable.

Sales Flow Sequences define cadence and channel steps (LinkedIn connection request, follow-up email, InMail) per Contact group. We export the sequence step order, step type, timing delays, and template names as a structured CSV. Since Monday.com does not have a native sequence cadence feature, we create a Process Document in Monday that lists every sequence with its step order, channel, template, and delay. This serves as the reference document for the customer's team to rebuild sequences using Monday Automations with time-based triggers or follow-up recipes.

Sales Flow Campaigns bundle multiple Sequences under a single objective. We map Campaign names to Monday.com board names and preserve the associated Sequences and reporting date ranges. The Monday board is configured with a Status column mirroring the Campaign's funnel stages. A/B testing configurations and channel routing logic within Sales Flow do not transfer; these are documented in the Workflow Migration Summary for the team to evaluate rebuilding as separate boards or as automation variants.

If the customer uses Sales Flow Campaigns to track deal-like records (which Sales Flow does not natively support but some teams simulate via custom fields), we map these to Monday.com Deals on the CRM board. The deal record includes the associated Contact, the estimated deal value from the source custom field, and a Status column reflecting the deal stage. Monday.com's deal pipeline view then gives the team the pipeline visibility that Sales Flow never provided.

Sales Flow Workflows define conditional branching logic for prospect responses and follow-up actions. The workflow builder configuration is not accessible via CSV or API export. We produce a Workflow Migration Summary that documents every active Workflow with its trigger conditions, conditional branches, step actions, and timing rules. The customer's team uses this document to rebuild each workflow as a Monday.com Automation using triggers (When item changes, When date arrives, When someone is added) and actions (Create item, Update column, Send notification). This is manual rebuild work outside migration scope.

Sales Flow provides per-sequence open rates, reply rates, and connection acceptance rates exported as CSV. We import these as a read-only dataset into a Monday.com board or as a connected spreadsheet integration. Monday.com's native dashboards can display deal pipeline metrics and activity counts but do not natively replicate Sales Flow's outreach-specific engagement metrics. The customer may need to rebuild reporting dashboards that reference these metrics in Monday or a BI tool.

Sales Flow User accounts (Admin, Standard roles) map to Monday.com User records. We map source User IDs to destination User emails and preserve role labels. Seat assignments are reconciled against Monday's per-seat plan. If the source team has more Users than the destination's current seat count, we flag the discrepancy for the customer to adjust the Monday subscription before migration.