Monday.com CRM to

HubSpot Migration

Without Losing Data

Move from Monday.com CRM to HubSpot with a structured migration that preserves your contact data, deal pipeline, and automation history - and gives your sales team a CRM that was actually built for selling instead of a project tool with sales columns added on top.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Monday.com CRM to HubSpot?

These are patterns we see in nearly every Monday.com CRM account before a sales team makes the move.

It's a Project Tool With CRM Features, Not a CRM

Monday.com is excellent project management. Monday.com CRM is project management with sales-shaped columns. The underlying data model - items on boards - was designed for tasks, not for sales pipelines, attribution, or customer lifecycle.

Email Integration Stays Surface-Level

Email tracking, two-way sync, sequenced outreach, conversation intelligence - the things a sales rep relies on dozens of times a day - are limited compared to native CRMs. Reps still copy-paste a lot of email context into items.

No Native Marketing Automation

Multi-step nurtures, branching campaigns, source attribution, dynamic lists tied to behavior - Monday.com CRM doesn't deliver these natively. Most teams add Mailchimp, ActiveCampaign, or another platform and reconcile manually.

Reporting Is Board-Centric, Not Pipeline-Centric

Dashboards work, but the reporting model is built around items and boards. Pipeline velocity, deal-time-in-stage, conversion-by-source, and revenue forecasting require workarounds.

Customization Lives in Boards, Not Records

Monday's strength - fast custom boards - becomes a weakness for CRM. Each team builds their own board structure, which fragments the data model and makes consolidated reporting harder than it should be.

The Real Cost: A Pipeline That Should Be a CRM

Monday.com CRM looks affordable, but most teams running it also pay for an email tool, a marketing platform, and a separate analytics layer to make sense of the data. The total stack usually costs more than HubSpot's all-in-one - without the unification.

Hubspot Users

How Many Businesses Are Moving to HubSpot?

The amount is a lot in the last 12 years. It is very obvious why businesses are moving or migrating.  

HubSpot offers an easy to use high growth & fast deploy CRM platform that build for scale. You’ll find everything you need to run your business.

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The SOLUTION

What We Migrate from Monday.com CRM

(Core Data & Assets)

Most tools only move items from a board. We migrate the full depth of your Monday.com CRM - items, columns, updates, automations, and the engagement history that explains every deal's status.

CRM Records / Core Records
- Contacts, Companies, and Deals - restructured from Monday boards into a real CRM data model
- Items from sales and pipeline boards mapped to HubSpot records
- Activities - Tasks, Updates, Notes, and email history
- Files and attachments from items
- Connected board relationships preserved as HubSpot associations
- Subitem data restructured as line items, custom objects, or associations as appropriate
- Status column history translated into pipeline stage history
Automation
- Monday Automations rebuilt as HubSpot Workflows
- Status-change triggers translated into pipeline stage workflows
- Notification automations rebuilt natively in HubSpot
- Time-based automations (date arrives, recurring tasks) rebuilt with HubSpot delays and reminders
- Email-on-status automations translated into HubSpot Sequences and email Workflows
- Connected board mirror logic translated into HubSpot associations
- Custom integrations via Monday's GraphQL API rebuilt against HubSpot
Structure & Setup
- Column types mapped to HubSpot property types (Status to enum, People to owner, Date to date, etc.)
- Group structure translated into Lifecycle Stages or pipeline stages
- Pipelines and Deal Stages
- User roles and permissions
- Tags translated into HubSpot properties and lists
- Saved Views translated into HubSpot Views and Saved Filters
- Forms and Workforms translated into HubSpot Forms
Integrations
- Gmail / Outlook integration replaced with HubSpot's native email tracking
- Slack, MS Teams notifications reconfigured for HubSpot
- Marketing automation tool - folded into HubSpot Marketing Hub
- Calendar integration - Calendly, Google Calendar, Outlook
- VoIP / dialer integrations rebuilt against HubSpot Calling
- Zapier, Make, and custom GraphQL integrations rebuilt against HubSpot
- DocuSign, PandaDoc, and proposal tools reconnected

BENEFITS

Benefits of Migrating

From Monday.com CRM to HubSpot

Monday.com is a great project tool. HubSpot is a great CRM. Putting the sales team on the right tool for the job usually doubles the value of both.

A CRM Built for Sales

A data model designed around contacts, companies, and deals - not items on boards. Pipeline velocity, conversion analysis, and revenue forecasting work out of the box.

Native Email and Sequences

Two-way email sync, sequenced outreach, AI-assisted writing, and conversation intelligence - built into the CRM, not bolted on as a column type.

Marketing Inside the CRM

HubSpot Marketing Hub replaces the separate marketing tool you stacked on top of Monday. One database, one set of workflows, one source of marketing truth.

Real Sales Reporting

Native dashboards for pipeline velocity, deal-time-in-stage, source attribution, win/loss, and revenue forecasting. Reporting that doesn't require board engineering.

Project Tool Stays Where It's Strong

Monday.com keeps running project management and post-sale delivery, integrated with HubSpot. Sales and delivery each get the right tool for their job.

Workflows That Scale Past Status Changes

Multi-object automation, conditional branching, webhook actions, and time-based logic - the kind of automation that doesn't fit into status-change triggers.

our process

Our Monday.com CRM to HubSpot

Migration Process

A clear, step-by-step execution plan with full visibility at every stage. No black boxes, no unexpected issues during migration.

Step 1.

Discovery & Mapping

We audit your Monday.com workspaces and identify which boards are CRM-shaped vs. project-shaped.

Workspace and board audit
CRM boards mapped to HubSpot records; project boards stay in Monday
Column-to-property mapping
Automations and integration inventory

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your Monday CRM data in parallel.

HubSpot portal set up - properties, pipelines, hubs
Monday data exported via GraphQL API
Items deduplicated and restructured into CRM records
Test migration on a sample

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Migrated in dependency order - Companies, Contacts, Deals
Monday Automations rebuilt as HubSpot Workflows
Marketing tool data folded into Marketing Hub
Your team validates each batch

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Monday CRM boards
Monday kept for project management with HubSpot integration
Team starts working in HubSpot immediately
Cutover scheduled around your hours

Step 5.

Training & Support

We train your team and stay close after launch.

Role-based training for sales, marketing, and ops
Walkthroughs on the HubSpot + Monday split
Reference guides for column-to-property equivalents
Post-migration support window

THE DIFFERENCE

From Monday.com CRM Complexity to

HubSpot Clarity

The worst outcome of a migration is ending up with a HubSpot system that still feels like Monday.com CRM. We use the migration as an opportunity to simplify, restructure, and improve how your CRM actually works.

	What Was in Monday.com CRM	What We Build in HubSpot
Data Model	Items on boards - designed for project tasks, adapted for sales	Native Contacts / Companies / Deals model designed for the sales process
Email	Email integration as a column-level feature with limited tracking depth	Two-way email sync, sequenced outreach, conversation intelligence, and AI-assisted writing
Automation	Monday Automations - strong on status changes, limited on multi-object logic	HubSpot Workflows with multi-object automation, branching, delays, and webhook actions
Reporting	Board dashboards with engineering required for pipeline-style analytics	Native pipeline velocity, attribution, deal-time-in-stage, and forecasting dashboards
Marketing	Separate marketing platform stacked on top with manual reconciliation	HubSpot Marketing Hub on the same contact record as sales

David Jenyns

Creator of SYSTEMology®

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Faster time to value with
unified data

60%

Personalized experience have
increased stats.

10,000+

Joe Liffrig

Technology Product Leader at Cornerstone Licensing

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

CRM Records Migrated

33,638+

Data Accuracy Maintained

100%

Liselotte Leijten-Deppenbroek

Chief Operating Officer

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Support tickets migrated

200,000+

Service pipelines & automations implemented

65+

CHALLENGES

Common Migration Challenges (And How We Solve Them)

Migration issues don't come from the transfer itself. They come from poor planning, bad mapping, and no validation. We fix these before they become problems.

Zero Data Loss

Full Monday.com export via GraphQL API. Field-by-field mapping. Item counts and history reconciled before sign-off.

Items Restructured Into a Real CRM Model

We don't just dump items into HubSpot. We restructure them into Contacts, Companies, and Deals with proper associations - so the data model finally fits the sales process.

Automations Rebuilt Natively

Every Monday Automation is rebuilt as a HubSpot Workflow with the same outcomes - but with multi-object logic and modern triggers Monday can't deliver.

Subitem and Connected-Board Data Handled

Subitems become line items, custom objects, or associations depending on the use case. Connected board mirror columns become HubSpot associations.

Project Work Stays in Monday

We don't try to migrate project boards. Project work continues in Monday, integrated with HubSpot for a clean sales-to-delivery handoff.

No Downtime

Both systems run in parallel until cutover. Your team is never locked out.

FAQ

Questions You Might Have

Will you migrate all of our Monday boards?

No - and we wouldn't recommend it. We migrate the CRM-shaped boards (sales pipelines, leads, deals, customers) to HubSpot. Project boards stay in Monday, integrated with HubSpot for the sales-to-delivery handoff. Each tool ends up doing what it's best at.

What happens to our Monday Automations?

Every CRM-relevant Automation is rebuilt as a HubSpot Workflow. The same triggers, conditions, and actions - but with multi-object logic, conditional branching, and webhook actions Monday can't match.

Can you migrate subitems?

Yes. Subitems are restructured based on what they actually represent - line items for products, custom objects for sub-records, or associations for related entities. We choose the right model during discovery.

Will we lose any data?

No. Every item, column value, update, file, and history entry on CRM boards moves with full fidelity. Counts are reconciled before sign-off.

Can you migrate connected board (mirror column) relationships?

Yes. Connected board relationships are translated into HubSpot associations between the relevant objects.

How long does a Monday.com CRM to HubSpot migration take?

Most Monday CRM migrations run 5 to 8 weeks. Larger workspaces with many automations and connected boards can take up to 10 weeks.

Is there any downtime?

No. Monday stays live during preparation. Cutover is scheduled outside business hours.

Will our HubSpot-Monday integration keep working for project handoff?

Yes. We set up a clean HubSpot-Monday integration so that closed-won deals create project boards or items in Monday automatically. Sales and delivery stay coordinated without duplicate data entry.

Can you rebuild our Monday dashboards in HubSpot?

Yes. The CRM-relevant dashboards are rebuilt natively in HubSpot, often with deeper analytics than Monday could provide - pipeline velocity, attribution, forecasting.

Do we need to clean our Monday data first?

No. Restructuring, deduplication, and column standardization are part of the migration process.

BOOK CONSULTATION

Make Your Decision

We make everything else easy

With 5+ years of industry experience, 150+ successful projects, and a 98% client satisfaction rate, we've built deep migration expertise across every major CRM, CMS, marketing, and helpdesk platform. Our team has helped 20+ retainer clients personalize their HubSpot setup post-migration, so you don't just inherit a copy of your old system - you launch on a CRM that actually fits how your business runs.

Takes 30 minutes

Delivered by certified HubSpot expert

Monday.com CRM to HubSpot Migration Without Losing Data

Why Migrate from Monday.com CRM to HubSpot?

It's a Project Tool With CRM Features, Not a CRM

Email Integration Stays Surface-Level

No Native Marketing Automation

Reporting Is Board-Centric, Not Pipeline-Centric

Customization Lives in Boards, Not Records

The Real Cost: A Pipeline That Should Be a CRM

What We Migrate from Monday.com CRM (Core Data & Assets)

CRM Records / Core Records

Automation

Structure & Setup

Integrations

Benefits of Migrating From Monday.com CRM to HubSpot

A CRM Built for Sales

Native Email and Sequences

Marketing Inside the CRM

Real Sales Reporting

Project Tool Stays Where It's Strong

Workflows That Scale Past Status Changes

Our Monday.com CRM to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Monday.com CRM Complexity to HubSpot Clarity

What Was in Monday.com CRM

What We Build in HubSpot

Data Model

Email

Automation

Reporting

Marketing

Our Clients

David Jenyns

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Joe Liffrig

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

Liselotte Leijten-Deppenbroek

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Common Migration Challenges (And How We Solve Them)

Zero Data Loss

Items Restructured Into a Real CRM Model

Automations Rebuilt Natively

Subitem and Connected-Board Data Handled

Project Work Stays in Monday

No Downtime

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