Migrate from Zurple to monday CRM

Zurple contacts map directly to Items in Monday's Contacts board. Each contact's core fields — first name, last name, email, phone, and address components — become dedicated Text columns. The contact's primary company association transforms into a Connect Boards column that creates a live link back to the Organizations board, enabling two-way relationship tracking between contacts and their associated companies.

Zurple companies are migrated as Items in Monday's Organizations board. Fields including company name, website URL, industry classification, and employee count become Text and Numbers columns. For multi-office organizations with separate branch locations, we use Monday's Location column type to distinguish between different offices while maintaining the parent company relationship.

Zurple deals are created as Items in a dedicated Deals board. Deal name, transaction amount, commission percentage, and expected close date migrate as Name, Numbers, and Date columns respectively. The deal's primary contact relationship is established through a Connect Boards column that links back to the relevant Contact Item in the Contacts board.

Zurple property records have no native equivalent in Monday CRM, so we create a dedicated Property Listings board. Address, MLS number, listing price, property type, bedroom count, bathroom count, and listing status are mapped to appropriate Monday column types. Property-to-contact relationships are preserved using Connect Boards columns that link listings back to the Contacts board.

Zurple pipeline stages (Lead Captured, Contacted, Showing Scheduled, Offer Made, Under Contract, Closed) map to Monday Status column options. Each stage maps by value — if you use non-standard stage names, we build a custom mapping table before the migration.

Zurple logs SMS and email conversations with timestamps and direction indicators (sent or received). We create an Activity subitem on each contact Item, storing the message direction, timestamp, and full message content within subitem text columns. The chronological threading of conversations is preserved through subitem creation order.

Zurplus behavior-triggered email and SMS nurture sequences do not map to Monday CRM. We export sequence definitions (triggers, delay days, message content, and conditions) as a structured JSON + HTML reference document. Your team rebuilds these in Monday's Automation Centre using the export as a design brief.

Zurple lead scores (numeric values typically ranging from 0–100) have no native Monday CRM field. We migrate the score as a Numbers column on each Contact Item in the Contacts board. Your administrator can rename the column after migration and optionally hide it from default views if not needed.

Any Zurple custom fields on contacts (e.g., preferred neighborhood, agent referral source, mortgage pre-approval status) map to Monday columns by data type: short text to Text, long text to Long Text, options to Dropdown, dates to Date, numbers to Numbers, URLs to Link. We create all columns before loading data.

Zurplus owner assignments are email-addressed. We resolve each owner email to a Monday workspace member by matching against Monday user accounts. If a Monday user does not exist for the owner email, we flag the record for assignment to a default team member before migration.