Migrate from Salesflo Engage to monday CRM

Monday CRM Contacts are a built-in CRM entity with standard fields for name, email, phone, company, and job title. We map every Salesflo Contact property to a Monday Contact field. Unassigned contacts land in a dedicated board for manual sorting.

Salesflo Companies/Stores map to Monday CRM Companies with the location address preserved in the address field. GPS coordinates from Salesflo are stored as separate text columns since Monday has no native location type. Parent-child company hierarchies are preserved via the parent company link.

Salesflo Deals migrate as Items in a Monday CRM board you configure. Each deal stage from Salesflo becomes a Group within the board. Deal status, priority, and close date become custom columns. Monday's native Deal field in the CRM is used for primary deal tracking alongside custom columns.

Salesflo Visit records — including visit date, store, GPS coordinates, and notes — become Subitems attached to the related Contact or Company Item in Monday CRM. This preserves the visit timeline in the CRM context without requiring a separate board. If you used Salesflo for route planning, the visit sequence is documented as subitem order.

Salesflo Tasks map to Monday Items or Subitems depending on whether they are company/contact‑linked or standalone. Status, due date, and assignee are stored as columns. If a task is linked to a Contact or Company, it becomes a Subitem on that entity's item; otherwise it is created as a standalone Item. Task priority is captured using a Dropdown column. Open tasks are prioritized; completed tasks are archived with completion timestamps.

Salesflo workflow sequences have no direct Monday CRM equivalent. Monday's Automation Center handles simple triggers and actions but is architecturally different. We export your Salesflo workflow definitions as a structured reference document listing each sequence's triggers, steps, and conditions for your Monday admin to rebuild.

Each Salesflo custom field becomes a Monday board column. We map the field data type to the closest Monday column type — text fields become Text columns, numbers become Number columns, dates become Date columns, and pick-lists become Dropdown or Status columns. Complex custom fields with conditional logic are flagged for manual column configuration.

Salesflo files and attachments are re-uploaded to Monday's file storage and attached to the relevant Item (Contact, Company, or Deal). File size limits follow Monday's storage tier (5GB on Basic, 20GB on Standard, 100GB on Pro). Inline images in visit notes are downloaded and rehosted.

Salesflo users are matched to Monday CRM team members by email. Unmatched users are flagged before migration — your team invites them to Monday first or assigns their records to a fallback owner. Monday's permission model is workspace-based, not role-based like Salesflo.

Salesflo Survey responses are stored as structured data per visit or contact. We map survey fields to Monday columns or subitem entries depending on whether the survey is per-contact or per-visit. Survey response history is preserved as update entries on the relevant item.