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 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 4: Production Migration Execution

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

Complete Migration Success: Every piece of data moves from Monday CRM to HubSpot

Our Frequently Asked Questions

How does Switch migrate data from Monday CRM?

Switch connects directly to Monday CRM via API, securely transferring records, items, and board structures into HubSpot. No data is stored externally. Custom fields and automations are mapped during the transfer.

How long does migration take?

Most migrations complete in 2–6 hours depending on the number of boards, groups, and items. Large enterprise setups may take longer but remain fully monitored for accuracy.

Can I migrate selected boards only?

Yes. You can choose specific boards, groups, or items to move. This lets you keep test boards out of HubSpot and focus only on sales-critical pipelines.

What is Delta Migration?

Delta Migration syncs new or updated items created in Monday CRM after the first migration. This prevents data loss if your team is still active in Monday CRM during cutover.

Will associations be preserved?

Yes. Board hierarchies, owners, linked items, and activity histories are preserved, ensuring your workflows remain intact inside HubSpot.

Can custom columns migrate?

Yes. Custom columns and labels in Monday CRM can be mapped to HubSpot properties. This ensures full continuity of your data model.

Do you offer white-glove service?

Yes. Our white-glove service handles planning, testing, and post-migration verification. Ideal for businesses with complex Monday CRM automations.

How is pricing calculated?

Pricing depends on the number of boards, items, and records being migrated, as well as any additional automation support.

Can automations migrate?

Yes. While native Monday automations cannot be directly copied, our team rebuilds essential workflows inside HubSpot to replicate functionality.

Do you provide onboarding?

Yes. Post-migration, we onboard your team to HubSpot’s pipelines, workflows, and reporting so they can operate effectively 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!