Migrate from Leadfwd to monday CRM

Leadfwd Contacts map to Monday.com CRM People items. We resolve the Salesforce Contact ID as the dedupe key and carry standard fields (name, email, phone, title, company) into Monday.com's native person column types. Any custom fields on Contact migrate as custom columns on the CRM board, with type mapping from Salesforce field types to Monday.com column types (text, number, date, dropdown, checkbox). Monday.com requires Pro plan or above for full CRM functionality.

Leadfwd Company records map to Monday.com CRM Organizations. The Company domain (stored in Salesforce as Website) becomes the Organization's website field. Any custom Company properties migrate as custom columns on the Organization. Monday.com Organizations and People items are linked through the CRM's native relationship model, which we configure during migration so that each Person is attached to its Organization.

Leadfwd Deals map to Monday.com CRM deal board items. The Deal name becomes the item title, deal amount maps to a Number column, stage maps to a Status column with values matching the original Leadfwd pipeline stages, and close date maps to a Date column. We configure the deal board structure (columns, groups, status values) during the schema phase before records load. Leadfwd pipeline assignments map to Monday.com groups within the deal board.

Sequence enrollment records (current step, enrollment status, last activity date) migrate as static data points stored in custom columns on the CRM Person item. They do not become active Monday.com Automations because Monday.com's automation engine has a different trigger model. We flag every active enrollment as 'requires re-enrollment' in a dedicated column and deliver a written inventory of all active Sequences with step counts, delay rules, and action types for the customer's admin to replay in Monday.com Automations or a third-party cadence tool.

Sequence templates (step order, channel type, delay rules, message content) are exported as a written inventory document rather than migrated as code. Monday.com Automations do not support a native multi-step cadence model equivalent to Leadfwd's sequence engine. We document each Sequence with its full step structure, channel (email, LinkedIn, SMS), delay configuration, and personalization tokens so the admin has a blueprint to rebuild in Monday.com Automations or an external sales engagement tool.

Icebreakers are personalized conversation openers generated per Contact using LinkedIn profile data. We export the generated text and the LinkedIn source URL as a Long Text column on the Person item in Monday.com CRM. The AI generation logic is Leadfwd-specific and cannot be replicated in Monday.com; the admin must decide whether to use the migrated text as-is or regenerate with a different AI tool.

Leadfwd Tasks (manual sales actions linked to Sequence steps) map to Monday.com Task items or Sub-items on the CRM Person board. Task status, due date, assignee, and description migrate. Automated vs. manual distinction does not transfer; any Task that was created by a Sequence rule in Leadfwd will arrive in Monday.com as a plain Task with no automation trigger attached.

Leadfwd email engagement events (opens, clicks, replies) migrate as Note records or Activity items linked to the Person in Monday.com CRM. The email body, timestamp, and channel metadata are preserved. Monday.com CRM does not have a native engagement logging feature; these records arrive as reference data that the sales team can view in the item's activity log. Email send logs from the sequence engine are treated as metadata on the Sequence enrollment record.

Leadfwd call engagement records map to Activity items in Monday.com CRM with call duration, disposition, and timestamp preserved. Call recording URLs are carried as a Link column. Monday.com CRM does not have a native call logging integration; the migrated call data is reference content that the admin can connect to a third-party dialer via Monday.com's integration layer post-migration.

Leadfwd meeting engagements map to Activity items with date, duration, location, and attendee list preserved. Attendee names migrate as text references. Any meeting notes attached to the engagement in Leadfwd become a Long Text column on the Activity item.

Custom fields on Leadfwd Contacts and Companies migrate as Monday.com custom columns. We map Salesforce field types to Monday.com column types: text fields to Text columns, picklists to Dropdown or Tag columns, dates to Date columns, numbers to Number columns, and booleans to Checkbox columns. Any custom field referencing Leadfwd-specific picklist values (e.g., enrollment status tokens) requires value remapping during the transform phase. Monday.com column dependencies (where one column must be configured before another) are resolved in dependency order during the load phase.