We’re moving from HubSpot to Monday Sales CRM and need to transfer over 5,000 leads, including interaction history, documents, meetings, calls, tasks, and notes. The main challenge is moving everything seamlessly, especially past emails, calls, and activities, which don’t have a straightforward export option in HubSpot.
Contacts, companies, and deals can be exported as CSV files, but I need a way to ensure historical interactions and attachments are transferred correctly and properly structured in Monday.
Has anyone gone through a similar transition? What’s the best way to move everything, including full interaction history?