Migrate from Salesboom to monday CRM

Salesboom Account records map to Monday.com's Organization entity within People & Organizations. The Account Name becomes the Organization name, billing/shipping addresses map to address columns, and custom Account fields map to custom columns on the Organization profile. We preserve Account hierarchy as parent-child Organization relationships where the destination schema supports it. Monday.com does not enforce a mandatory Account-Contact lookup requirement, so Contacts can exist without an Organization attachment; we attach by default where a matching Account exists.

Salesboom Contact records map to Monday.com Person entities linked to their parent Organization. Email, phone, title, and address fields map to typed Person columns. We resolve the Contact-to-Account lookup at migration time and link the Person to the corresponding Monday.com Organization. Custom Contact fields migrate as custom columns on the Person entity. Note that Monday.com Person records do not have the same field depth as a traditional CRM Contact (no native duplicate detection, no native lead scoring), and we flag this gap during scoping.

Salesboom Leads (distinct from Contacts in Salesboom's data model) map to Items on a dedicated Leads board in Monday.com CRM, or to Person entities without an Organization attachment depending on the customer's lead management strategy. The Lead status, source, and rating fields map to Status and dropdown columns. We do not enforce a Lead-Contact merge in Monday.com because Monday.com does not have a native Lead-to-Contact conversion workflow; the customer's admin decides whether to maintain a separate Leads board or treat all prospects as People.

Salesboom Opportunity records map to Items on a Monday.com Deals board. Deal amount maps to a Number column, close date to a Date column, and stage to a Status column. We configure the Status column values to match Salesboom's opportunity stages before migration. Salesboom's probability field can map to a Number or Percentage column if the customer wants to preserve pipeline forecasting data, though Monday.com does not have native probability-weighted pipeline forecasting.

Salesboom Case records (status, priority, origin, resolution fields) map to Items on a dedicated Cases board in Monday.com CRM. Case status maps to a Status column, priority to a Priority or dropdown column, and the resolution notes map to a Text column. Auto-assignment rules and escalation workflows from Salesboom do not migrate; we document these in the automation rebuild guide. Cases linked to Contacts or Accounts in Salesboom map to Items with Person or Organization connections in Monday.com.

Salesboom Task records (subject, status, priority, due date, owner) map to Items on a Tasks board in Monday.com. Task status maps to a Status column, priority to a Priority column, due date to a Date column, and the owner to a Person column. Recurring tasks in Salesboom are flattened into individual task Items because Monday.com does not have a native recurring task concept; the customer's admin configures automation rules to recreate recurrence patterns post-migration.

Salesboom Notes attached to Accounts, Contacts, Opportunities, or Cases migrate as Item Updates on the corresponding Monday.com board Items. We preserve the note body text and timestamp. Rich-text formatting in Salesboom notes is simplified to plain text to ensure compatibility. If the customer has a high volume of notes, we can alternatively migrate them as Document column attachments (text files), subject to Monday.com's file storage limits per plan.

Salesboom allows unlimited custom fields on any standard tab. We map each custom field to the closest Monday.com column type: Text fields to Text columns, numeric fields to Number columns, date fields to Date columns, and picklist fields to Dropdown columns. Multi-select custom fields in Salesboom map to Monday.com Tags or multi-select Dropdown columns depending on use case. The Pro plan supports unlimited columns; Basic and Standard have column limits, so we verify plan tier during scoping and flag any column count risk.