If you’re currently using Monday CRM and looking to scale your operations, automate better, and gain access to a more robust sales and marketing ecosystem, GoHighLevel might already be on your radar. Transitioning between CRM platforms, however, isn’t always straightforward. That’s where VA Matters comes in with our expert Monday CRM to GoHighLevel migration service, we take the hassle out of the process, so you can focus on what matters: your business.
Whether you’re a solopreneur, agency, or enterprise, migrating your CRM data from Monday to GoHighLevel can unlock powerful automation tools, better client management, and increased ROI. In this guide, we’ll explore how VA Matters helps you switch from Monday CRM to GoHighLevel, and why you should consider making the move now.
While Monday.com started as a flexible project management tool, its CRM features, though useful, often fall short for growing sales teams or agencies in need of deeper automation, client pipelines, and marketing integrations.
Here’s why more and more businesses are moving CRM data from Monday to GoHighLevel:
GoHighLevel provides CRM automation far beyond what Monday offers think multi-step sales funnels, automatic follow-ups, lead scoring, and appointment scheduling.
GoHighLevel’s pipeline and contact systems are built specifically for lead nurturing and sales, while Monday often requires workarounds or external integrations.
GoHighLevel acts as a central hub for email, SMS, call tracking, sales pipelines, landing pages, and more. This eliminates the need for dozens of third-party apps.
At VA Matters, we specialize in helping businesses migrate from Monday to GoHighLevel with zero data loss, minimal downtime, and complete configuration support. Our dedicated CRM experts, developers, and virtual assistants ensure the entire CRM Migration is done right the first time.
Data export from Monday.com CRM
Mapping and transformation of contact, deal, task, and custom field data
Import of contacts to GoHighLevel
Full pipeline recreation and workflow setup
Email/SMS templates and automation rebuilding
Testing and QA
GoHighLevel onboarding for ex-Monday users
Wondering how the CRM data transfer works? Here’s our proven workflow:
We start by analyzing your current Monday CRM setup, workflows, and custom fields. Then, we create a custom migration plan tailored to your business needs.
Using either native export features or APIs, we securely export your CRM data from Monday, including contacts, leads, activities, tasks, and notes.
We match your existing data fields with GoHighLevel’s architecture and clean up duplicates, inconsistencies, and outdated entries during this step.
Using GoHighLevel’s import tools and API, we transfer the cleaned and mapped data into your new system.
We reconstruct your Monday CRM automations inside GoHighLevel including triggers, actions, email campaigns, pipelines, and tags to keep your business running smoothly.
We thoroughly test every workflow to ensure accuracy and functionality before making anything live.
Your team gets hands-on support with GoHighLevel onboarding, training, and process documentation to make adoption frictionless.
Here are just a few reasons why our clients trust us for their Monday CRM to GoHighLevel migration:
Our CRM specialists understand the API data transfer processes, structure of both platforms, and best practices for automating marketing and sales.
We follow strict data security protocols during every CRM migration project, ensuring your customer information remains confidential and intact.
We schedule migrations to occur during off-peak hours and maintain both systems during the transition, so your business never misses a beat.
You’ll have a dedicated VA or project manager guiding you through the entire process, with regular updates and fast response times.
Whether you’re a freelancer looking to scale, a digital agency managing clients, or a sales team seeking efficiency, our CRM migration service helps:
Agencies switching from Monday to GoHighLevel
Coaches and consultants scaling automation
Real estate teams upgrading from basic CRM setups
SaaS companies improving customer onboarding
E-commerce businesses centralizing communication
| Feature | Monday CRM | GoHighLevel |
|---|---|---|
| Sales Pipelines | Basic | Advanced |
| Email & SMS Automation | Limited | Built-in |
| Landing Pages | Third-party | Included |
| Workflow Automation | Simple | Multi-step, conditional |
| Funnel Builder | Not Available | Included |
| Client Portals | Basic | Customizable |
| White Labeling | No | Yes (Agency plan) |
Clearly, GoHighLevel is the CRM alternative for teams that need more than project tracking.
Making the switch from Monday CRM to GoHighLevel doesn’t have to be overwhelming. With VA Matters, you get a partner who understands your systems, your business goals, and how to align them through smart automation and seamless migration.
If you’re ready to unlock the full potential of GoHighLevel, streamline your marketing, and finally ditch the CRM workarounds our team is here to help.
Ready to get started? Contact VA Matters for a free consultation on your Monday CRM to GoHighLevel migration. Our team will walk you through the process, timeline, and answer any specific questions you have.
Contact VA Matters today for a free consultation, and let’s talk about how we can help you move smarter not harder.
Share This :
Get in touch
Useful Links
Subscribe to our Newsletter
Copyright © 2025 All rights reserved by VA Matters.
