Migrate from LeadMaster to monday CRM

LeadMaster Accounts (company/organization records) map directly to Monday.com CRM Company Items. The primary contact link, standard address fields, and any custom properties migrate as typed columns on the Item. We create the destination Board during setup and define column types (text, date, number, person, etc.) to match the LeadMaster field schema before import. Address information migrates as structured address column values or text columns depending on the customer's chosen column configuration.

LeadMaster Leads from the Lead Center map to Monday.com CRM Person Items. Owner assignment migrates by resolving the LeadMaster user email to a Monday.com Team Member email. Status, source, lifecycle fields, and custom form fields migrate as columns. LeadMaster Smart Queue filters are documented as a mapping table showing which Monday Board Groups each Smart Queue should produce. Any lead status values not present in Monday's default stage list are added as new Group names before import.

LeadMaster Opportunities map to Monday.com CRM Deal Items. Pipeline stage maps to the Monday Group name, deal amount maps to a Number column, and close date maps to a Date column. Owner assignment resolves to Monday Team Members by email match. Custom pipeline stages from LeadMaster become new Groups in the Monday Board. LeadMaster's close reason and win/loss notes migrate as Text columns on the Item.

LeadMaster Cases map to Monday.com Items. Case number, status, priority, description, and associated account/contact links migrate. If the customer uses Monday.com Work Management in parallel, cases migrate to a dedicated Work Board; otherwise they land in the CRM Board. Conversation threads and internal notes migrate as Updates or as a dedicated Text column with structured formatting. Status values from LeadMaster map to Group names or Status column values in Monday.

LeadMaster activity records (logged calls, emails, calendar events, tasks, notes) migrate as Updates on the corresponding Monday Item or as structured column entries. Call duration and disposition migrate as custom columns on the Item. Email content migrates as Update text with sender, recipient, and timestamp metadata preserved. Calendar events migrate as Date columns with meeting notes in Update text. The activity schema is flattened to fit Monday's update-and-comment model since Monday does not have a native multi-object activity timeline like traditional CRMs.

LeadMaster custom form field definitions are inventoried during discovery. Each form's submitted response data stored against a Lead or Account record migrates as a corresponding Monday column value or as a structured JSON text column where no typed equivalent exists. The form layout itself does not migrate; we document the form schema and column mapping so the customer can replicate the form structure using Monday's Column Editor in the CRM Board.

LeadMaster marketing campaigns migrate as Items on the CRM Board with campaign name, status, type, and dates as columns. Contact associations from the campaign migrate as Person Item links or as a separate Contacts column if the customer uses Monday's Contacts feature. Email campaign content and templates are exported and re-imported as Files or Update text; automation sequences require rebuild documentation.

LeadMaster user accounts map to Monday.com Team Members. Active and inactive status is preserved. Owner assignment on Leads, Accounts, Opportunities, and Cases migrates by email match to the Monday user. Any LeadMaster owner without a matching Monday account is held in a reconciliation queue for the customer's admin to provision before record import resumes.

File attachments stored against Leads, Accounts, Opportunities, or Cases are exported from LeadMaster and re-uploaded to the corresponding Monday Item as Files. We preserve the file name and original upload timestamp. Large-volume attachment exports may require chunking and separate file transfer steps to manage API complexity costs.