Migrating from HubSpot to monday.com for an Automotive Company in Middletown

Summary

An automotive company from UK wanted to migrate from HubSpot CRM to monday.com to have unified deal pipelines, years of stored records, and shared and private inboxes. The migration focused on careful data mapping, rebuilding automations, and preserving email threads and attachments. The team prioritized low downtime, hands-on testing, and staff training. The switch improved visibility across sales and service teams and simplified daily workflows. CloudCache Consulting delivered the custom solution from planning to post implementation support successfully.

About The Company

Our client is an established automotive company in Middletown, United States.

Customer challenges

They handle sales, service bookings, and fleet accounts. Their teams relied on HubSpot deal dashboards plus a mix of shared and private inboxes. Years of records lived in HubSpot. They wanted a single workspace that matched how they work. They also wanted minimal disruption to day-to-day operations.

Challenges to them were:

• Fragmented deal view. Sales reps used different pipelines and custom fields. Managers could not get a clean roll-up.
• Email chaos. Shared inboxes had overlapping threads. Private inboxes held critical context. It was hard to trace conversation history.
• Historical data risk. Attachments, notes, and custom fields needed careful handling. They could not risk losing context.
• Automations and integrations. HubSpot workflows and their service scheduler required customization.
• User adoption. Staff were comfortable with HubSpot. The team feared lost productivity during the switch.

Solutions

We started with a focused discovery including their sales, service reps, and ops staff. We mapped every deal stage and listed all properties, inbox rules, and third-party links. Finally, we crafted a custom migration solution for them.

HubSpot to monday.com migration

Key steps:

Data mapping & extraction

• Exported deals, contacts, companies, and activity logs.
• Tagged records with source dates and owner history.
• Attachments extraction and their linking to the right records.

Pipeline and board design in monday.com

• Built boards that match the client’s real sales flow.
• Added custom columns for parts orders, warranty status, and fleet tags.
• Created manager views and simple rep views for day-to-day clarity.

Inbox migration & consolidation

• Migrated shared inbox content into monday.com as items and updates.
• Private threads linking to correct deals of contacts.
• Preserved timestamps and attachments to keep conversation history intact.

Automation rebuild & integrations

• Automations setup utilizing monday.com automations and integration recipes.
• Reconnected calendar invites and the service scheduler via middleware or API.

Testing, phased cutover & training 

• Piloted the new setup with a small sales pod for two weeks.
• Collected feedback, adjusted views, and fixed edge cases.
• Delivered short hands-on workshops, quick reference guides, and two weeks of on-demand support after go-live.

Results

• Unified deal visibility. Managers now see a single source of truth.
• Inbox clarity. Shared and private conversations live where they belong. Teams find context faster.
• Complete data transfer. Notes, attachments, and owner history moved over.
• Automations active. Workflows run with fewer manual steps.
• Faster handoffs. Sales and service coordinate from one place.

Technology and Tools Used:

HubSpot, Monday.com

Final words

This migration balanced care with speed. The team prioritized people as much as data. The outcome was a cleaner workspace and happier users. For organizations planning a similar move, careful mapping, phased testing, and focused training matter most. CloudCache Consulting provided HubSpot migration services to the client and ensured a smooth handoff. You can read this client’s review in Upwork.