Migrating to monday

DD# 59 – Migrating to monday Made Easy

Welcome to the 59th edition of the Digital Directive!

First off, apologies for the delay—yesterday was Labor Day here in the United States, so we’re coming to you a day later than usual. We hope you had a restful long weekend!

Choosing the right project management platform can have a monumental impact on your team’s productivity and efficiency. For those of you contemplating making the full switch to monday, this edition is tailor-made for you. We will be walking you through the pros and cons of migrating from three popular platforms: HubSpot, Salesforce, and Asana to Monday.

Plus, here’s a quick pro tip for any migration: you can export your data to Excel from almost any platform and then import it right into monday, making the transition as smooth as possible.

Let’s get started!

Why People Switch Off Other Platforms

When it comes to selecting a project management and workflow software, the decision often boils down to three primary factors: cost, customization, and usability. Many users find themselves locked into expensive contracts with platforms like HubSpot and Salesforce, which, although feature-rich, can be a financial strain for smaller teams or start-ups. Besides, these platforms often lack user-friendly customization options, requiring the help of specialized developers to make even minor changes. As a result, businesses find themselves wrestling with a tool that should be making life easier, not harder.

The monday Advantage

monday comes as a breath of fresh air for those tired of wrestling with rigid, costly platforms. One of its strongest suits is the customization that’s available right out of the box. You can build your workflow exactly how you imagine it, without needing a degree in computer science.

Plus, the pricing tiers are transparent and scalable, allowing businesses of all sizes to find a plan that fits. With its user-friendly interface, plethora of ready-to-use templates, and vibrant community offering support, monday.com is often the platform of choice for those looking to make a switch for the better.

Migrating from HubSpot to monday:

A Focused Look at Marketing and CRM Processes


🟢 Cost-Effectiveness: HubSpot can become increasingly expensive as you scale your operations. Switching to monday can be a budget-friendly option, especially for small to mid-sized businesses.

🟢 Ease of Customization: monday provides a more flexible environment for customizing your marketing and CRM processes, as opposed to HubSpot’s often rigid structure.

🟢 Simplicity: monday’s interface is clean and intuitive, making it easier for new team members to onboard and get up to speed quickly.


🔴 Initial Setup Time: HubSpot offers a fully integrated marketing suite, which means it may take some time initially to set up similar functionalities in monday.

🔴 Advanced Marketing Features: HubSpot has some specialized marketing tools that monday doesn’t offer natively, but these gaps can be closed through integrations and third-party apps.

🔴 Data Transfer: While exporting data to Excel and then importing it to monday is an option, this process can be tedious if you have a lot of custom fields or complex data structures in HubSpot.


Many teams find that HubSpot’s escalating costs and limited customization options motivate them to seek alternatives. In contrast, monday offers a more budget-friendly and customizable environment, particularly for marketing and CRM.

While the initial setup can be laborious, the long-term benefits can justify the switch. CarbonWeb’s solution architects can simplify this migration process, ensuring a seamless, timely transition for your team.

Migrating from Salesforce to monday:

The Transition in Sales and Customer Management


🟢 Cost Savings: Salesforce’s enterprise-level pricing can be a major strain on budgets, especially for small to medium businesses.

monday offers comparable functionality at a more affordable rate.

🟢 User-Friendly Interface: monday’s design is geared towards ease-of-use and accessibility, contrasting Salesforce’s more complex interface that often requires specialized training.

🟢 Quick Customization: Unlike Salesforce, where customization can be intricate and code-heavy, monday allows users to tailor their boards easily to match their workflow needs.


🔴 In-Depth Analytics: Salesforce has robust reporting and analytics features which might require third-party integrations or custom setups to replicate in monday.

🔴 Ecosystem: Salesforce offers an extensive ecosystem of apps and integrations which you may need to substitute with monday apps or third-party solutions.

🔴 Data Migration: As with HubSpot, transferring data might require meticulous mapping, especially if you’re using Salesforce for complex sales pipelines and customer relationships.


The primary motivation for many companies to transition from Salesforce to monday often comes down to costs and the level of customization needed. Salesforce can be expensive and may offer more features than a company needs, whereas monday provides an efficient, customizable, and more budget-friendly alternative.

The initial effort in migrating complex data and setting up new processes can be effectively managed with the help of CarbonWeb’s solutions architects, ensuring a smooth transition.

Migrating from Asana to monday:

A Shift in Task and Project Management


🟢 Visual Elements: monday boasts a colorful and dynamic interface with various ways to view your tasks, from Kanban to calendar views, giving a better visual overview compared to Asana’s more text-heavy layouts.

🟢 Automation and Integrations: While Asana offers some automation features, monday takes it a step further by allowing users to create complex automation sequences without the need for coding skills.

🟢 Transparent Pricing: Asana’s pricing can get confusing with features distributed across different plans. monday offers a more straightforward pricing model, making it easier to understand what you’re getting for your money.


🔴 Learning Curve: If your team is deeply accustomed to Asana’s features and layout, there might be a learning curve when transitioning to monday.

🔴 Advanced Task Dependencies: Asana has built-in features for task dependencies that are more intricate, which may require custom fields and automation setups in monday.

🔴 Simplistic Reporting: Asana offers built-in reporting features for projects. While monday also offers analytics, you might have to invest in dashboard setups to match Asana’s reporting.


The shift from Asana to monday often involves a focus on improving visual task management, streamlining automation, and gaining cost-effective solutions. Although some may miss Asana’s advanced task dependency features and built-in reporting, monday offers a range of customization and automation options that make it a worthy competitor.

As with any migration, the transition can have its hiccups, but that’s where CarbonWeb’s solutions architects come in, helping you achieve a seamless migration, customized to your team’s specific needs, and done in time for your next big project.

Making Migration Easy with CarbonWeb

Whether you’re coming from HubSpot, Salesforce, Asana, or any other platform migrating platforms is never a trivial task. Data needs to be carefully transferred, workflows re-established, and teams re-trained. But rest assured, CarbonWeb’s Workflow Team of Solutions Architects are here to make the transition as smooth as possible.

Our deep understanding of platform-specific nuances and our hands-on approach ensures that your team can shift from one platform to monday without losing momentum or data integrity. Switching platforms might initially seem daunting, but with CarbonWeb by your side, you’re not just changing tools—you’re upgrading your entire workflow for the better and gaining a new partner all-in-one.

Learn more about Carbon Workflow Services below!

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Redefine Your Workflow

The CarbonToolbelt is coming to the monday app marketplace very soon! Get notified when it releases on the marketplace and gain priority access to our team by clicking the button below!

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Your Partner in Workflow Development

As Channel & Advanced Delivery Partners, CarbonWeb offers Advanced Onboarding for monday.com, where we’ll coach you through the creation of two unique workflows across six weekly meetings.

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Keep spreading the word!

If you have questions about apps, wondering the best way to build a workflow, or have ideas for a topic you want to see covered in a future Digital Directive, feel free to share ’em with us!

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