Move to monday CRM Without Losing Momentum

Trundl helps sales teams transition from HubSpot to monday CRM with a clean, governed migration that preserves data integrity, supports parallel work, and gets sales and operations teams productive faster.

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Explore How It Works

Why Make the Switch to monday CRM?

CRMs are often complex, with most companies paying for features they don’t use.

CRM onboarding is usually long, arduous, and requires 3rd party support costs.

Cost and adoptability over advanced marketing automation.

Sales-focused AI assistance throughout the customer lifecycle.

CRM Migrations Are Business-Critical

CRM platforms sit at the center of revenue operations. Poorly executed migrations disrupt pipelines, erode trust in data, and slow adoption across sales, marketing, and operations.

Complex Data Models

Contacts, companies, deals, and activities don’t map one-to-one.

Data Quality Risk

Duplicates, historical noise, and inconsistencies carry forward.

Operational Disruption

Sales teams can’t afford downtime or broken workflows.

Adoption Challenges

New CRMs fail when teams don’t see immediate value.

A Disciplined Path
to Change

Trundl approaches CRM migrations as both a data and a business transformation. We begin by understanding how your teams use HubSpot today, then design a monday CRM structure that supports your future operating model, not just a technical replica.

By applying best practices like phased migration, parallel validation, and governed data mapping, we reduce risk while accelerating confidence. Teams can validate workflows early, trust their data, and adopt monday CRM with clarity and momentum.

Confidence From Day One

HubSpot to monday CRM Migration delivers a smoother transition that protects revenue operations and accelerates adoption.

Accurate Data Mapping

Core CRM objects and relationships transfer cleanly.

Parallel Validation

Teams verify data and workflows before full cutover.

Minimal Disruption

Sales and operations stay productive throughout the transition.

Cleaner CRM Foundation

Historical noise is reduced, not carried forward.

Faster User Adoption

Teams see immediate value in monday CRM.

Future-Ready Structure

CRM is aligned to how the business wants to operate.

A Best-Practice CRM Migration Approach

Step 1: CRM Discovery & Readiness

Trundl assesses HubSpot usage, data quality, workflows, and reporting needs.

Step 2: Mapping & Migration Design

Trundl defines how contacts, companies, deals, activities, and automations translate into monday CRM.

Step 3: Sync & Migration Execution

Data is migrated in structured phases, allowing validation and continuity.

Step 4: Cutover & Stabilization

Teams transition with confidence, supported by clean data and validated processes.

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