Book a free consultation
Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

monday.com to HubSpot Migration

I move contacts, companies and deals from your sales boards, along with what was agreed in Updates. Sales gets a pipeline with defined stages, and the boards stay available for reference.

Book a free consultation

What teams on monday.com come to me with

A forecast counted by hand

Leadership asks for this month’s forecast, and a rep scrolls the board counting items marked “Negotiation.”

The same company on three boards

The customer sits on the leads board, the pipeline and the onboarding tracker, with a different phone number on each.

Decisions buried in comments

Call notes live in one item’s Updates. Whoever takes over the customer has to dig through the comments.

What I move from monday.com and where it lands in HubSpot

Boards

Items as contacts, companies and deals

I split each board item into associated HubSpot objects. Duplicates from several boards merge into one contact and one company.

Columns

Columns as properties

Each column maps to a contact, company or deal property. Lead source goes into HubSpot’s source field, so reports cover old data too.

Status

Status as deal stages

Status labels become pipeline stages. Each stage gets a description of what has to happen before a deal can enter it.

Updates

Comments on the timeline

Updates move as notes with their original date and author, and attachments become files on the contact or deal.

Automations

Board rules as workflows

I rebuild the automations you rely on every day. One HubSpot workflow covers the contact, company and deal at once.

Delivery

Project boards stay

Projects can stay in monday.com. A won deal creates an item on the delivery board through Make or custom code.

Integrations

How a monday.com migration works

  1. 1

    Free consultation30 minutes

    You tell me which boards sales works in and what should stay in monday.com. I tell you what I would move to HubSpot.

  2. 2

    Data mappingBoard by board

    I go through boards and columns. We decide which columns become properties and which status labels become deal stages.

  3. 3

    Test importOn a copy

    This shows how many duplicates need merging. Reps run through their daily routine on their own customers.

  4. 4

    Import and switchoverBoards stay available

    I move the data into the live portal, and on switchover day reps start working deals in HubSpot. The link to the delivery board goes live the same day.

  5. 5

    Training1.5-2 hour sessions

    HubSpot deals can also be viewed as a board with stage columns, so that is where I start.

  6. 6

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
Book a free consultation

Questions before a monday.com migration

How long does a monday.com migration take?

It depends on the number of sales boards, columns and duplicates across boards. I give you a timeline after data mapping.

Will the history in Updates move to HubSpot?

Yes, as notes with their original date and author, and attachments as files on the contact or deal. A standard file import loses this part, so I move it separately.

Can our delivery team keep working in monday.com?

Yes. Sales moves to HubSpot and the project boards stay. Customer data from a won deal reaches the delivery board without retyping.

Will sales stop during the migration?

No. Reps work in monday.com until switchover day, then find their deals and history in HubSpot.

What happens to the sales boards afterward?

They stay available next to the delivery boards, but sales no longer creates new items there.

How much does a monday.com migration cost?

We’ll work it out on the call, once I know your boards. You pay for the HubSpot license separately, directly to HubSpot.

Let's talk about your move from monday.com

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk