Migrate from Breakcold to monday CRM

Breakcold Contacts migrate to Monday.com CRM Contacts (using the native CRM module) or as Items on a dedicated Contacts Board depending on the customer's chosen architecture. We preserve name, email, phone, social handles, lifecycle stage, and all custom Properties. LinkedIn profile URLs stored as custom Properties migrate to Monday.com Text columns. Owner assignment migrates by resolving Breakcold owner email to Monday.com Team Member.

Breakcold Leads are distinct from Contacts and migrate to Monday.com CRM Leads or as separate Board Items. Lead status, source attribution, and any lead-score custom Properties map to Monday.com Status, Text, or Number columns. If the customer uses Monday.com's native CRM, Leads are a distinct object type; if using Boards, we create a separate Leads Board with a Status column mirroring the original lead stages.

Breakcold Company records migrate to Monday.com CRM Companies or as Items on a Companies Board. We preserve company name, domain, industry, size, and any linked Contacts. The Company record is created before Contact import so that the relationship lookup is satisfied at insert time. Domain from Breakcold becomes the Website column in Monday.com.

Breakcold Pipelines map to Monday.com Boards. Each Pipeline becomes a Board with a Board type of CRM Deal or Custom. The Pipeline name becomes the Board name. We create the Board structure during schema design before any Items are migrated, so the Board exists and is ready to receive Items on day one of data migration.

Breakcold Pipeline Stages map to Groups within the corresponding Monday.com Board. Stage order, name, probability percentage, and color metadata are preserved as Group name, a Number column for probability, and a Color label. If Monday.com's native CRM Deals board is used, stages are represented as Status column values rather than Groups.

Breakcold multichannel Activities (email, LinkedIn message, WhatsApp, Telegram, Call) migrate to Monday.com CRM Activity Log entries or as Items on an Activity Board with a Type column indicating channel. Activity timestamp, body content, direction (inbound/outbound), and channel type preserve. Channel-specific metadata (e.g., LinkedIn connection date, WhatsApp number) migrates as additional columns. Note that Monday.com does not replicate a threaded social inbox; activities appear as chronological entries.

Breakcold unlimited custom Objects map to Monday.com Boards of matching name. Each custom Object's custom Properties translate to Monday.com column types: Text (text), Number (numbers), Date (date), Boolean (checkbox), Multi-select (tags or dropdown). We pre-create the Board schema before migration so that all column types are defined and any lookup relationships between custom Objects and standard Objects (Contact, Company) are modeled as Connect boards columns or Lookups.

Breakcold custom Properties on Contacts, Leads, Companies, and custom Objects translate to Monday.com column types during Board schema design. We handle text, number, date, boolean, and multi-select types, serializing multi-select values to Monday.com Tags columns or comma-separated text depending on the customer's preference. Field-type translation is validated in staging before production migration.

Breakcold Tags are flat string labels applied to Contacts and Leads. We migrate tag names to Monday.com Labels (if using native CRM Contacts) or Tag columns on Board Items. The customer chooses between Labels and Tag columns during scoping based on their preferred filtering approach in Monday.com.

Breakcold workspace Users map to Monday.com Team Members. We resolve by email match. Owner assignment on Contacts, Leads, and custom Object records migrates by resolving the Breakcold owner ID to the Monday.com Team Member. Any Breakcold user without a matching Monday.com account is held in a reconciliation queue for the customer's admin to provision before migration proceeds.