Migrate from Zendesk Sell to monday CRM

Sell Leads are early-stage prospects that can convert to Contacts and Deals. Monday.com CRM represents people as Contacts by default, though teams can configure a separate Board with a Lead item type if they want a pre-qualification stage. We migrate Sell Lead fields (name, email, phone, source, status, owner, and any custom Lead Fields) as Contact Items in the primary CRM Board. If the customer requires Lead-to-Contact conversion semantics, we document the board structure change and configure a Status column with pre-conversion and post-conversion stages during Monday.com setup.

Sell Contacts map directly to Monday.com Contacts. Standard fields (first name, last name, email address, phone number, primary company) migrate as typed Contact fields. Custom Contact Fields from Sell migrate as Monday.com Column types: text fields to Text columns, numeric values to Number columns, dates to Date columns, and picklist-style values to Dropdown or Tags columns depending on multi-select semantics.

Sell Companies map to Monday.com Companies, which serve as the organization-level record in Monday.com CRM. Company name, domain, address, industry, and any custom Company Fields migrate as Company properties. Contact-to-Company associations in Sell become Contact records linked to the same Company in Monday.com. Monday.com's Contact-Company relationship model supports multiple Contacts per Company, which aligns with Sell's one-to-many Contact-on-Company model.

Sell Deals migrate as Items on a Monday.com CRM Board. The Deal name, value (amount), expected close date, owner, associated Contact and Company links, loss reason, and deal source migrate as Item properties and Column values. We resolve Sell's parent Contact and Company references at migration time and populate Monday.com's built-in Contact and Company links on each Deal Item. Custom Deal Fields map using the same column-type resolution logic used for Contacts and Companies.

Sell Pipelines are top-level workflow containers. Each Sell Pipeline maps to a separate Monday.com CRM Board. Teams with multiple Sell Pipelines (Professional tier supports unlimited) receive one Monday.com Board per Pipeline to preserve pipeline-level segmentation. We document the Pipeline name and default currency as Board-level metadata during migration.

Sell Stages are children of Pipelines, ordered by ordinal position with win/loss flags per stage. We map each Stage to a Status column option in Monday.com, preserving the stage name and ordinal position. Closed-Won and Closed-Loss stages in Sell map to the corresponding final-state status values in Monday.com. Stage probability percentages migrate as informational notes that the customer's admin can apply to Monday.com's Forecasting feature if available on their tier.

Sell Tasks with due dates, assignees, completion status, and descriptions migrate as Subitems on the related Deal Item in Monday.com CRM. Task due date maps to the Subitem Due Date column, assignee to the Person column, and completion status to the Subitem Status column. If a Task has no parent Deal, it migrates as a Subitem on the related Contact or Company Item. Notes attached to Tasks migrate as Subitem comments in Monday.com.

Sell Notes are free-text records attached to Contacts, Deals, Leads, or Companies. We migrate Note body as a Comment on the equivalent Monday.com Item (Contact, Company, or Deal). Note creation timestamp and the note author (owner) migrate as comment metadata and attribution. If the note has attachments, we migrate the attachment URL as a Link column value and flag the file transfer for a separate step if the attachment is not a hosted URL reference.

Sell Tags applied to Contacts, Deals, and Leads migrate as Monday.com Tags column values on the equivalent Item. Monday.com's Tags column supports multiple labels per Item, matching Sell's multi-tag model. We note that Monday.com's tag-based filtering operates at the board or group level, which may differ from Sell's tag-query behavior in list views.

Sell Users (sales reps and admins) export with email, name, role, and territory. We match Sell users to Monday.com workspace members by email address. Any Sell Owner without a matching Monday.com user goes into a reconciliation queue for the customer's admin to provision the account before record import. Territory assignments in Sell are noted as a separate configuration step in Monday.com because Monday.com's territory management is accessed through the admin workspace settings.