HubSpot to monday.com Migration
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Why Teams Move from HubSpot to monday.com
Moving to monday.com doesn’t have to mean leaving HubSpot’s marketing tools: the aim is sales and the work that follows a closed deal in one place. In monday.com the deal, the onboarding project and the delivery board can sit side by side and link to each other, and your own team can change boards and automations without a developer.
If you are new to the platform, start with what monday.com is and the monday.com pricing guide. Our monday.com integration services cover the tools that need to stay connected.
What Moves, What We Rebuild, What Cannot Move
- 9 move
- 3 we rebuild
- 1 cannot move
| In HubSpot | In monday.com | Status |
|---|---|---|
| Contacts, companies, deals, ticketsAn export of all properties starts with the HubSpot Record ID, which we use to link records. | Boards in monday CRM | Moves |
| Custom objects | Boards | Moves |
| PropertiesThe property export gives each type and option list. A Status column takes up to 40 labels. | Columns | Moves |
| AssociationsSet through the monday.com API by record ID. | Connect boards columns | Moves |
| Record owners | People columns | Moves |
| Pipeline and stage of each deal | Groups and Status columns | Moves |
| Notes, calls, meetings, emailsRead from HubSpot’s API and posted with their original dates. | Item updates | Moves |
| Tasks | Activity items linked to the record | Moves |
| FilesHubSpot’s files export needs a Super Admin. We confirm which record attachments it includes during the assessment. | File columns | Moves |
| WorkflowsHubSpot exports workflows only as a summary spreadsheet or an image. | monday.com automations | We rebuild |
| Lists and segments | Board filters and saved views | We rebuild |
| Reports and dashboardsReports export as data files, not as report definitions. | monday.com dashboards | We rebuild |
| Marketing emails and their send historyHubSpot exports their performance data and bounce and unsubscribe lists, which we can keep as columns. | – | Cannot move |
How the Migration Runs
- 01
Free assessment
Duration: Free
We look at your objects, properties, associations, activity volume and workflows, and send a fixed quote with the list of what moves, what we rebuild and what cannot move.
- 02
Data map
Duration: Before any data moves
Each object becomes a board and each property a column of the right type. You decide which old properties to leave behind.
- 03
Test migration
Duration: On a sample first
We move a sample of companies with their contacts, deals and activity history, and you check them in monday.com.
- 04
Full migration and rebuild
Duration: Dates fixed in your quote
We export every object, read the activities from HubSpot’s API, load and link everything, and rebuild your workflows and reports.
- 05
Checks and handover
Duration: Before you cancel HubSpot seats
We compare record counts object by object, walk your team through the new boards, and hand over the export files.
When to Keep HubSpot
monday.com is not a marketing automation platform. Keep HubSpot, or keep part of it, if:
- Marketing email, landing pages and forms drive your pipeline. You can keep HubSpot Marketing Hub and move only sales and service.
- You rely on HubSpot sequences and inbox tools and are not ready to change how reps work.
- Your email history must stay in one timeline. monday.com’s Emails & Activities shows only emails from after it is set up, so older emails arrive as updates on each record.
Other CRMs in the company? We also migrate from Pipedrive to monday.com and run a Zoho CRM to monday.com migration. Every source is on our data migration services page.
Frequently Asked Questions
Can’t we use the monday.com HubSpot integration?
It syncs contacts, companies and deals, but after an item is created only its default fields keep syncing, and it is not available on monday.com’s AU server. It does not bring over notes, emails, calls or files, so it suits a team running both tools side by side rather than a full move.
Do emails logged in HubSpot come over?
Yes, as updates on the matching contact or deal, with their dates. They do not appear in monday.com’s Emails & Activities timeline, which starts from the day it is connected.
Can we keep HubSpot for marketing and move only sales?
Yes. We move the sales and service records and connect the two tools so new leads still reach monday.com.
How much does it cost?
It depends on your objects, record and activity counts and workflows. The assessment is free and ends with a fixed quote.
Sources
- 01HubSpot Knowledge Base: Export recordsProperty values and associations, Record ID first when all properties are exported, up to 1,000 associated IDs per column, activities through the engagements API.https://knowledge.hubspot.com/import-and-export/export-recordsOpen HubSpot Knowledge Base: Export records in a new tab
- 02HubSpot Knowledge Base: Export your content and dataWhich records, workflow summaries and marketing email data can be exported. Reports export as CSV or Excel files (HubSpot: Share or export reports and dashboards).https://knowledge.hubspot.com/account-management/export-your-content-and-dataOpen HubSpot Knowledge Base: Export your content and data in a new tab
- 03HubSpot Knowledge Base: Organize and export propertiesEach property’s name, type, group and options. A monday.com Status column takes up to 40 labels (monday.com: The Status Column).https://knowledge.hubspot.com/properties/organize-and-export-propertiesOpen HubSpot Knowledge Base: Organize and export properties in a new tab
- 04HubSpot Knowledge Base: Organize your files with foldersExporting files as a ZIP; Super Admin permission required.https://knowledge.hubspot.com/files/organize-your-files-with-foldersOpen HubSpot Knowledge Base: Organize your files with folders in a new tab
- 05HubSpot Developers: Understanding the CRMCalls, emails, meetings, notes and tasks as CRM objects in the API.https://developers.hubspot.com/docs/api-reference/latest/crm/understanding-the-crmOpen HubSpot Developers: Understanding the CRM in a new tab
- 06monday.com: HubSpot integrationSyncs contacts, companies and deals; after an item is created only default fields keep syncing; not available on the AU server.https://support.monday.com/hc/en-us/articles/360010254440-HubSpot-IntegrationOpen monday.com: HubSpot integration in a new tab
- 07monday.com: Import files from ExcelFile types, the row and column limits (8,000 rows and the first 50 columns into a new board, 10,000 rows into an existing board), which column types can be mapped, and that the Updates section cannot be imported.https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-ExcelOpen monday.com: Import files from Excel in a new tab
- 08monday.com: Emails & Activities, how it worksEmails from before the app is set up are not shown in it.https://support.monday.com/hc/en-us/articles/12428852177810-Emails-Activities-how-it-worksOpen monday.com: Emails & Activities, how it works in a new tab
- 09monday.com API: updatesCreating updates on items, with their original creation date.https://developer.monday.com/api-reference/reference/updatesOpen monday.com API: updates in a new tab
Plan Your HubSpot to monday.com Move
Tell us which HubSpot hubs you use today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote.
What happens after you send this
- We read your requirements and reply within 48 hours.
- We talk it through on a free 30-minute call. No obligation.
- You leave with clear next steps, and a personalized quote if you go ahead.
- All our projects are secured by NDA
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