Migrating from Monday CRM to HubSpot

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Your Monday CRM to HubSpot Migration, Planned and Executed in Phases

This isn't a quick export. We break down the migration in clear phases

Step 1: Discovery & Scoping

Step 2: Mapping & Architecture Design

Step 3: Build Sandbox & Pilot Migration

Step 4: Production Migration Execution

Step 5: Verifying the Migration

Step 6: Training, Support & Transition

Yes, this is what I need!

Step 1: Discovery & Scoping

Define lead stages, segment lists, and plan campaigns

Conduct stakeholder interviews and align project teams
Audit current CRM instance and document key findings
Identify critical objects, fields, automations, reports, and integrations
Define migration goals and assess constraints such as compliance, timelines, and downtime tolerance
Review HubSpot license readiness and setup requirements
Determine data to migrate versus data to sunset
Finalize success criteria and confirm project scope

Step 2: Mapping & Architecture Design

Blueprint how Your CRM data, processes, and structure will map into HubSpot

Map data model including objects, fields, and associations
Plan custom objects and properties in HubSpot
Redesign lead lifecycle and pipeline structure if required
Re-architect workflows, automation, validation, and scoring
Map user roles and permissions
Identify integration touchpoints including API dependencies and middleware

Step 3: Build Sandbox & Pilot Migration

Perform test migration in HubSpot sandbox or staging portal

Set up HubSpot sandbox or staging environment
Configure required custom properties and objects
Migrate a sample dataset (10–15% of production data)
Validate data integrity, associations, and field mapping
Test automations, pipelines, reports, views, and permissions
Gather user feedback and refine before full migration

Step 4: Production Migration Execution

Execute the full data migration with minimal impact on live users

Extract all Your CRM data including objects, attachments, notes, and activities
Import data to HubSpot via API with maintained object associations
Migrate custom objects, files, emails, calls, and notes
Rebuild key automations, lists, reports, and views in HubSpot
Track migration progress in real time with QA checkpoints

Step 5: Verifying the Migration

Verify all migrated data and confirm smooth team transition

Validate migrated data using scripts and structured review
Spot-check critical records, pipelines, and reports
Facilitate user acceptance testing with representative teams
Perform final data hygiene including deduplication and formatting
Address and resolve any post-migration issues identified

Step 6: Training, Support & Transition

Facilitate HubSpot onboarding and planned Your CRM transition

Deliver persona-based user training sessions for Sales, Marketing, and Admins
Provide access to knowledge base articles and playbooks
Document the final data model, workflows, and system configurations
Offer transition support through office hours and ticketing channels
Decommission Your CRM and remove redundant systems

What Gets Migrated?

Boards, groups, items, contacts, and custom columns.

Complete CRM Migration: Monday CRM → HubSpot

Get any CRM migrated to HubSpot ➜

Our Frequently Asked Questions

How does Switch migrate data from Monday CRM?

Switch enables secure Monday to HubSpot integration by connecting directly to Monday CRM via API. Records, items, board structures, and custom columns are transferred into HubSpot without any external data storage. During the Monday and HubSpot integration process, custom fields and automations are mapped carefully to maintain structural consistency and reporting accuracy.

How long does migration take?

Most Monday to HubSpot integration projects complete within 2–6 hours, depending on the number of boards, groups, items, and custom configurations. Larger enterprise environments may require additional time to ensure validation and data integrity throughout the Monday HubSpot integration.

Can I migrate selected boards only?

Yes. Our Monday and HubSpot integration allows you to migrate specific boards, groups, or individual items. This selective Monday to HubSpot integration ensures that only revenue-critical pipelines and operational data move into HubSpot, while test or inactive boards remain excluded.

What is Delta Migration?

Delta Migration supports continuous synchronization during your Monday HubSpot integration. After the initial migration, only newly created or updated items in Monday CRM are synced to HubSpot. This ensures data accuracy if your team remains active in Monday during the transition phase.

Will associations be preserved?

Yes. The Monday to HubSpot integration preserves board hierarchies, item ownership, linked records, and activity history. Maintaining these relationships ensures workflows, reporting structures, and pipeline visibility remain intact after completing the Monday and HubSpot integration.

Can custom columns migrate?

Yes. Custom columns and labels within Monday CRM are mapped to corresponding HubSpot properties during the Monday HubSpot integration process. This ensures continuity of your data model and prevents disruption to automation or reporting logic after migration.

Do you offer white-glove service?

Yes. Our white-glove Monday to HubSpot integration service includes migration planning, sandbox testing, structured execution, and post-migration verification. This approach is ideal for organizations with complex Monday automations or multi-board operational dependencies.

How is pricing calculated?

Pricing for Monday and HubSpot integration depends on the number of boards, items, linked records, and the complexity of automation support required. Whether you need a partial or full Monday to HubSpot integration, costs align with the defined scope of migration.

Can automations migrate?

While native Monday automations cannot be directly copied, our Monday HubSpot integration service includes rebuilding essential workflows inside HubSpot. This ensures functional continuity and preserves key business logic after completing the migration.

Do you provide onboarding?

Yes. After completing your Monday to HubSpot integration, we provide structured onboarding covering pipeline configuration, workflow automation, reporting dashboards, and user permissions. This ensures your team operates efficiently inside HubSpot from day one.

Here's a quick case study :)

As a solo marketer, I needed a team that could not only set up the technical side of things but also help me think strategically—OneMetric delivered on all fronts. They completely revamped our HubSpot CRM and marketing automation, making it possible for me to work more efficiently and focus on the bigger picture. Their guidance in shifting towards an ABM strategy has been invaluable, allowing us to tailor our marketing more effectively. From creating a sleek newsletter design to building out insightful reporting, they’re always thinking ahead. If you’re looking for a dedicated, hardworking team to level up your marketing efforts, OneMetric is your go-to!