Migrate from Wetroo CRM to monday CRM

Wetroo Leads migrate as Items on a dedicated Monday.com CRM Board. Source attribution (Facebook, Google, manual) becomes a dropdown or text column. Custom field properties on the Wetroo Lead (lead score, product interest, UTM source) map to equivalent Monday.com column types (numbers, dates, dropdowns, text). Lead status (new, contacted, qualified) maps to the board group (column) that represents the pipeline stage. The primary email and phone fields on the Wetroo Lead map to the standard Contact Info columns in Monday.com CRM.

Wetroo Contacts migrate as Items on the Contacts Board in Monday.com CRM. Full contact details (name, email, phone, address) map to standard contact columns. The linked Company from Wetroo resolves to a Connect column pointing to the Account Item on Monday.com. Lifecycle stage from Wetroo (if applicable) migrates as a dropdown custom column for segmentation. We deduplicate on email address before import to avoid duplicate Items.

Wetroo Companies map to Account Items on the Accounts Board in Monday.com CRM. Company name, industry, website, and address fields migrate as text and location columns. Multiple Contacts from Wetroo linking to the same Company resolve to Connect column links from each Contact Item to the Account Item. Billing and shipping address details on Wetroo Company become address columns in Monday.com.

Wetroo Deals migrate as Items on a Pipeline Board in Monday.com CRM. The Wetroo pipeline stage maps to the Monday.com board group (column) that represents the deal stage. Deal value, expected close date, and owner assignment migrate as numeric, date, and person columns respectively. Linked Contact and Company items connect via Connect columns to establish the relationship hierarchy. Custom fields on the Deal (deal type, product interest, renewal flag) map as column types on the Item.

Each Wetroo pipeline becomes a separate Monday.com Board. The Wetroo pipeline stages within each become Board Groups (columns) in Monday.com. Stage names and order are preserved during mapping. We configure group automation triggers (when Item enters group, set status) if the customer wants stage-entry notifications rebuilt. Stage probability percentages from Wetroo are stored as a numeric column for reference but do not auto-update deal forecasting.

Wetroo OBD call records (accessed via /api/v1/?apirequest=obd_record) migrate as Updates on the linked Contact or Deal Item, with call duration, disposition, and timestamp captured as text in the update body or as custom column values on a linked Subitem board. Call recording URLs migrate as link columns if supported. We preserve the chronological activity timeline by setting Item update timestamps to the original call timestamp.

Wetroo WhatsApp conversation threads are accessible via Wetroo's conversation API. We extract message content, timestamps, sender, and receiver, then write them as chronologically sequenced Updates on the linked Contact or Deal Item in Monday.com. Media attachments within threads are downloaded separately and linked as file attachments on the Item. Note that Monday.com does not have a native WhatsApp inbox; conversation threads appear as activity log entries rather than a threaded messaging view.

Wetroo Tasks and calendar Events migrate as Subitems on the linked Contact, Company, or Deal Item. Due dates, assignees, task status, and event times migrate as Subitem fields. Meeting appointments include a location/link column for video call URLs. Task assignments resolve by matching the Wetroo owner email to a Monday.com team member.

Wetroo custom fields on Leads, Contacts, and Deals map to Monday.com custom column types. Picklist and multi-select values from Wetroo custom fields require value-level mapping to Monday.com dropdown or status column options before import. Dependency relationships between Wetroo custom fields may require Monday.com dependency configuration via the developer API (non-nullable in Monday's infrastructure). We validate column type compatibility during scoping.

Wetroo User records (name, email, role, team assignment) migrate to Monday.com Team Members by email match. Wetroo enforces per-user seat limits on lower tiers (Pro: 5 users, Business: 20 users); we check user count against the current Wetroo plan tier at scoping and flag if a seat upgrade is required before migration proceeds. Active users map to active Monday.com seats; inactive users map to archived or inactive member status per the customer's preference.

Wetroo drip marketing sequences and sales automation cadences are automation-layer objects with no portable schema and no API export endpoint. We do not migrate them. We deliver a written inventory of every active Wetroo sequence, including trigger conditions, step timing, message content, and audience filter logic, for your admin to rebuild using Monday.com Automations or the Integrations app. The exported contact lists serve as the audience for the rebuild.