Migrate from Lead Guerrilla to monday CRM

Lead Guerrilla Contacts map to individual Items on Monday.com CRM's Leads board. Each contact's name, email, phone, address, and custom properties become column values in the corresponding Monday board. Lead scoring values from Lead Guerrilla transfer as a custom Number column (Lead Score) on the Leads board. Email opt-in status maps to a custom Checkbox or Dropdown column. The primary lookup key is the contact email address for deduplication during import.

Lead Guerrilla Companies map to Items on a Monday.com CRM Accounts board. Company name, domain, industry, employee count, and address fields map to custom columns we configure on the Accounts board. The Contact-to-Company linkage from Lead Guerrilla is preserved by adding a Connected Boards or Link column on the Leads board pointing back to the parent Account item, maintaining the relationship without a foreign-key constraint.

Lead Guerrilla multi-channel campaigns (email, SMS, Twitter, web notifications) map to Items on a dedicated Campaign board in Monday.com CRM. Campaign name, channel assignments, timing rules, and enrollment triggers are cataloged as column values and notes on each campaign item. Note that Monday.com CRM does not have a native campaign execution engine; the customer's team uses the campaign configuration as a reference record for rebuilding campaign logic in Monday's Automation layer post-migration.

Lead Guerrilla Segments (dynamic groups based on form source, behavior, or demographic criteria) are exported as filter definitions with member counts. In Monday.com CRM, we map segment membership to Tags applied to the corresponding Lead items, or to a separate Segments board with items linked to the Leads they contain. The customer chooses the segmentation strategy during scoping based on how they plan to use Monday's filter and group-by views.

Lead Guerrilla's numeric lead score per contact (calculated from website behavior, form submissions, and campaign interactions) transfers as a custom Number column on the Leads board. The scoring model itself (point values per action, score thresholds) is cataloged in the reimplementation playbook so the customer's team can configure automation rules in Monday.com CRM to recalculate scores from scratch if needed. Historical scores are preserved as a static column value at migration time.

Lead Guerrilla Activities (email opens, page visits, form submissions, SMS sends, tweet engagement) with timestamps merge into the Updates feed on each Lead or Account item as chronological note entries. High-volume activity records (thousands per contact) are summarized and deduplicated by event type and date to avoid creating thousands of individual update entries that degrade Monday board performance. Activity timestamps are preserved in the update text.

Lead Guerrilla tags applied to Contacts and Companies transfer as Monday.com Tags on the corresponding items. Tag naming conventions are preserved exactly as-is to maintain segmentation continuity. Tags serve as the primary segmentation mechanism in Monday.com CRM, enabling the customer's team to filter Leads and Accounts by the tags carried over from Lead Guerrilla without rebuilding tag names manually.

Lead Guerrilla user accounts (campaign owners and assignment recipients) are exported by name and email. In Monday.com CRM, these users are mapped to the Person column on Leads and Accounts boards if they are active Monday.com workspace members. If a Lead Guerrilla owner has no Monday.com account, we hold the assignment in a reconciliation queue for the customer's admin to provision the user before record import.