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Zoho CRM Migration to monday CRM

Transfer your Zoho CRM data into monday CRM in two weeks or less!

Prerequisites:

Your Data Migration

Pick up on monday.com where you left off in Zoho CRM using professional data migration services provided by certified monday.com experts.

Enjoy a Seamless Experience

We do the lifting to ensure all data is flawlessly transferred in a timely manner

Cost-Effective Data Migration

Transitioning out of Zoho CRM enables consolidation of tech budget

Start Using an Intuitive Work OS

Leverage the monday.com Work OS to expand processes and scale your business

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What’s Included

Our data migrations include the steps below to guide our process and ensure we meet your expectations.

Kickoff

We explain how to export your Zoho CRM data and log in to your monday.com account

Migration

Offline we’ll migrate all your data from the exported .csv into your monday CRM boards.

Review

We’ll sync with you to review the migration, showing you where all your data is now stored

The Journey

In order to ensure a smooth migration from Zoho CRM to monday CRM we follow the timeline below:

Session 1

Kick-off

  • Gain admin access to Zoho CRM
  • Login to account & install templates in monday.com
  • Schedule delivery call (1-2 weeks out)

Offline

Execution

  • Setup migration API and sync data to monday.com boards
  • Spot check and review imported data

Session 2

Review

  • Review the migrated data in new locations
  • Ensure connected data is as expected
  • Complete a satisfaction survey

Deliverables

These deliverables encompass the essential components and milestones that will drive the successful migration of your data
  • Import Notes & Tasks into associated accounts as updates
  • Import up to 5000 Accounts (organizations)
  • Import up to 5000 Deals
  • Import up to 5000 Contacts
  • Connect Accounts, Contacts, and Deals together with connected columns
$2,160
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  • Dedicated Implementation Consultant
  • 2-week migration window

*monday CRM purchased separately

CarbonWeb offers packages for all your workflow needs

We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.
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