Migrate from Tubular CRM to monday CRM

Tubular Contact records map to Monday.com People entities. The Person type distinguishes between individual contacts and company contacts. We transfer name, email, phone, company association, owner, and any custom fields as columns on the People profile. Email addresses serve as the dedupe key during import to prevent duplicate People records.

Tubular Deals map to Items on a dedicated Deals board in Monday.com CRM. Deal name, value, stage (group), owner, associated contacts (linked via People integration), payment terms, and deal-level notes transfer as typed columns. The Tubular deal stage name maps to the Monday.com board Group that represents the pipeline stage.

Tubular's custom pipeline stages (with probability percentages) map to Monday.com Board Groups on the Deals board. Stage probability percentages migrate to a numeric column for use in formula-based forecast views. Group ordering is preserved to match the Tubular pipeline sequence. Customers can rename groups post-import to match their Monday.com naming conventions.

Tubular Leads (distinct from Contacts) map to Items on a dedicated Lead board. We transfer Lead name, email, phone, source, status, owner, and any Lead Builder custom fields as columns. Lead status values from Tubular map to Monday.com board Group names or a Status column depending on the customer's preferred workflow. Lead-to-Contact conversion is documented as a manual step for the customer's admin post-migration.

Tubular tags on Deals and Contacts migrate to Monday.com Labels attached to board Items. Tags stored as multi-checkbox label arrays on Tubular Deals map to multiple Monday.com Labels on the corresponding board Item. Labels are preserved as flat strings and reapplied during import. The customer chooses whether to apply Labels to People records or Deal board Items during scoping.

Tubular Tasks associated with Deals and Leads map to Monday.com Subitems on the corresponding board Item. Task title, due date, owner (assignee), and completion status transfer as Subitem fields. Recurring task patterns (not supported in Tubular export) are documented separately for the customer to rebuild as Monday.com automation recipes.

Tubular activity logs (email logs, call logs, meeting logs) attached to Deals and Contacts migrate to Monday.com's native Activity Log feature. Call disposition and duration transfer to a Number column; meeting details transfer to a Date/Time column. Activity ordering is preserved by timestamp. Note: this mapping requires activity history availability from the source, which depends on whether the account is on Pro (manual export) or Enterprise (API access where available).

Tubular Users and Deal Owners map to Monday.com Team Members by email match. Inactive users from Tubular are flagged and can be assigned as inactive members in Monday.com or reassigned to active owners during import. Owner assignment on Deals maps to the Monday.com board Item Assignee column.

Tubular Lead Builder custom fields (Enterprise-tier feature) map to Monday.com custom columns using type matching: text fields to Text columns, numeric fields to Number columns, date fields to Date columns, and dropdown fields to Dropdown columns. We capture the full Lead Builder field schema during discovery and pre-create matching columns in Monday.com before import.

PDFs and file attachments linked within Tubular Deals can be preserved as Monday.com File columns (storing the file reference) or as URL columns pointing to a shared storage location. We do not host files ourselves; we flag attachment references during extraction and advise the customer to upload files to Monday.com's native file storage or a connected cloud drive before migration completes.