Migrate from VBOUT to monday CRM

VBOUT Contacts migrate to Monday.com People CRM as Contacts. Standard fields (name, email, phone, address) map directly to Monday.com's native contact fields. Custom fields on VBOUT Contacts (dropdown, text, number, conditional) map to Monday.com column types: single-select dropdowns to Board Dropdown columns, multi-value fields to Board Tags, text fields to Text columns, number fields to Number columns. We run a field-type audit during scoping to resolve any VBOUT conditional or payment field types that have no Monday.com equivalent.

VBOUT Leads are distinct from Contacts in VBOUT's soft CRM and carry lead score, source attribution, and owner assignment. We migrate Leads as Items on a Monday.com CRM board with the lead score preserved as a Number column, source as a Dropdown column, and owner as the Assignee column. The Monday.com CRM Leads board uses Groups to represent pipeline stages, mirroring VBOUT's pipeline stage structure.

VBOUT Tags attached to Contacts and Leads export as a flat list and are re-applied in Monday.com as either Board Labels (displayed as colored tags on Items) or as a Dropdown column value set. The choice depends on how the customer uses Tags: if Tags function as segment classifiers, Labels are preferred; if they function as pipeline stage or status proxies, a Dropdown column is more appropriate. We confirm the strategy with the customer during scoping.

VBOUT pipeline stages (stage name, order, assignment rules) map to Monday.com board Groups. Each stage becomes a Group on the CRM board with the same name and relative order. VBOUT's stage assignment rules do not have a direct Monday.com equivalent; we document them in the rebuild guide so the customer's admin can reconfigure using Monday.com's Assignee Automations post-migration.

VBOUT's built-in lead score property on Lead and Contact records migrates to Monday.com as a Number column on the relevant board. Monday.com does not have native lead scoring; if the customer relies on dynamic lead scoring based on behavior, we document the scoring logic as a rebuild recommendation using Monday.com's Formula or Automation columns, or a third-party integration.

VBOUT Notes on Contacts and Leads migrate as Monday.com Item Updates. Each Note becomes a Update entry on the corresponding Item in Monday.com CRM, with the note body as content and the original timestamp preserved. Multiple sequential notes appear as a threaded update history, maintaining the chronological context of the customer relationship.

Monday.com CRM has no native email marketing or email campaign tracking module. VBOUT email campaign history (subject, send date, open rate, click rate) cannot be represented in Monday.com's data model. We export campaign metadata as a CSV report for the customer's records and flag that any future campaign rebuild should use a dedicated email marketing platform (Mailchimp, Klaviyo, or HubSpot Marketing Hub) integrated with Monday.com via Zapier or native integration.

VBOUT automation workflows (multi-step trigger-action sequences) are stored in a proprietary JSON schema tied to VBOUT's builder. Monday.com Automations use a different trigger-action model with board-level and item-level recipes. We export the workflow definition as a structured document listing every active workflow's trigger, conditions, delays, and actions, mapped to a recommended Monday.com Automation equivalent. The customer must rebuild workflows manually in Monday.com's Automation editor.

VBOUT landing pages are stored as VBOUT-specific page definitions with form configurations and redirect rules. Monday.com does not have a native landing page builder. We export page metadata, form field definitions, and redirect configurations as a structured artifact. The customer's marketing team rebuilds pages in their preferred landing page tool (Carrd, Unbounce, or HubSpot) and connects them to Monday.com via webhook or form integration.

VBOUT forms (standard, multi-step, conditional, payment) have field definitions that export cleanly, but the visual form builder and conditional logic are VBOUT-specific. Monday.com does not have a native form builder for CRM records beyond its basic integrations. We document the field list and conditional logic from each VBOUT form as a reference for rebuilding in Monday.com-compatible form tools (Typeform, JotForm, or Fillout) that support direct Monday.com Item creation via integration.