Migrate from LeadPrime to monday CRM

LeadPrime Lead records map to Monday.com CRM Person items. Standard fields (name, email, phone, source) migrate as typed Person columns. The lead status (New, Contacted, Qualified, Unqualified) maps to a Status column in Monday's Person board. Owner assignment from LeadPrime rep assignment migrates as the Person's Owner field. Any lead score computed by LeadPrime AI credits transfers as a custom number column.

LeadPrime Contact records map to Monday.com CRM Person items following the same field mapping as Leads. Where a Lead has converted to a Contact in LeadPrime, we migrate both records with a link flag so the customer can reconcile the conversion history in Monday's activity log. If LeadPrime stores the original Lead ID as a custom property, we preserve it in a text column for audit.

LeadPrime Company records map to Monday.com CRM Organization items. Fields including company name, industry, employee count, website, and address migrate as typed Organization columns. Company ID from LeadPrime is stored as a custom text column for reference. Person items in Monday.com link to their parent Organization via the built-in People-Organization relationship.

Each LeadPrime deal pipeline maps to a Monday.com Board. We create the Board with a Status or Group column that reflects the LeadPrime pipeline stage sequence. If LeadPrime has multiple named pipelines (e.g., SMB Pipeline, Enterprise Pipeline), we create separate Boards or use Monday's Group structure within a single Board, depending on the customer's preference. Stage names and order are preserved as column values.

LeadPrime Deals map to Monday.com Items on the target Board, linked to the associated Person (Contact) and Organization (Company). Deal fields including deal name, amount, close date, and stage migrate to Item columns. The owner assignment resolves to the Monday.com team member who corresponds to the LeadPrime rep. Stage status maps from LeadPrime's dealstage to the Monday.com Board status column value.

LeadPrime's Round Robin, Blind, Shark Tank, and Hybrid routing rules are configuration artifacts, not data records. We export the full rule definitions during scoping, including rep assignments, capacity caps, territory filters, and priority weights, and deliver them as a written inventory document. Monday.com CRM does not have a native lead routing engine; rep assignment and round-robin logic is implemented via Monday's Automation Center or handled manually. We provide the rules in a format your admin can use to configure equivalent automations in Monday.

LeadPrime User records (sales reps, admins, managers) map to Monday.com team member accounts. We resolve users by email match. Any LeadPrime Owner without a corresponding Monday.com user account goes to a reconciliation queue for the customer's admin to provision before Person import begins. Inactive LeadPrime users are migrated as inactive members in Monday.com to preserve historical assignment data.

LeadPrime custom fields on Leads, Contacts, and Companies are mapped to Monday.com CRM column types: text fields become Text columns, number fields become Number columns, date fields become Date columns, and multi-option fields become Dropdown or Tags columns. Monday.com supports dependency chains between columns, which we configure post-migration if the LeadPrime field had conditional visibility rules. We read the full LeadPrime custom field schema during scoping and document the type mapping before import.

Call, email, and note records logged against Leads or Contacts in LeadPrime migrate as activity entries in Monday.com CRM's Emails & Activities section on each Person item. Activity type, timestamp, subject, body, and owner are preserved. Monday.com's activity model is less structured than LeadPrime's (calls and emails are logged as activity items rather than distinct objects), so we flatten LeadPrime's activity type taxonomy into Monday's generic activity timeline for each Person.

LeadPrime tags applied across Leads and Contacts migrate to Monday.com's Tags column on Person items. Tags are flat label strings in LeadPrime and map directly to Monday's Tags column type without transformation. If LeadPrime uses tag categories or hierarchies, we flatten them into concatenated tag strings and document the original structure in the mapping notes.