Migrate from LeadSimple to monday CRM

LeadSimple lead records map directly to Monday CRM People entities. We map the lead name, combined phone numbers, tracked phone number, email address, and city/state/zip fields into the Person record's corresponding columns. The LeadSimple Assigned To owner maps to the Person's Owner field via email match against Monday user accounts.

LeadSimple contact records (distinct from leads in some configurations) migrate to Monday CRM People in the same manner. Contact-specific properties like owner-tenant relationships are preserved as custom columns on the Person entity or as tags within Monday's tagging system. We also transfer any communication preferences, interaction notes, or role-specific fields associated with the contact to maintain relationship context after migration.

LeadSimple property records map to Monday board items on a dedicated Properties board. Property Name, Property Type, Address, City, State, and Zip Code map to corresponding text columns. Occupancy status and Annual Contract Value map to dropdown and number columns respectively. Units are represented as subitems on the Property item, preserving the parent-child relationship.

LeadSimple units associated with a property migrate as Monday subitems on the parent Property item. Number of Units, Occupancy status, and related lease fields map to subitem columns. Subitems are the Monday-native equivalent for nested one-to-many records within a parent entity.

LeadSimple deal pipeline records (where the pipeline feature is used as a sales pipeline) migrate to Monday items on a Deals board. Pipeline Name becomes the board name or a Board column, and Stage Name/Stage Status map to the Status column. Closed At timestamps migrate as a Date column for reconciliation. LeadSimple's pipeline model maps to Monday's board-level Status column rather than a dedicated deal-stage object.

LeadSimple process types (renewal, make-ready, delinquency, etc.) are recreated as Monday boards or board groups with a consistent column structure. Each process instance becomes an item. Process stage fields (Stage Name, Stage Status) map to the Status column; Next Task Kind and Next Task Due At map to text and date columns. Process-level custom fields that used conditional logic in LeadSimple map as static columns — conditional logic cannot be preserved and must be rebuilt as Monday Recipe triggers.

LeadSimple's Tag List field on leads migrates as Monday tags on the corresponding Person or item. Tags are a flat list in Monday and do not support hierarchical tag structures. We split comma-separated LeadSimple tags into individual Monday tags for each value.

LeadSimple's Source Name and Referrer Name fields migrate as text columns on the relevant Person or item. Monday CRM does not have a native source-tracking taxonomy, so these are stored as read-only text columns for reporting continuity. Each lead's original source and referrer information is preserved in full detail for historical reference and attribution analysis after migration.

LeadSimple custom fields on contacts, properties, and processes map to Monday custom columns. We determine the appropriate Monday column type (text, number, date, dropdown, checkbox) based on the LeadSimple field format. Fields stored as Link, Currency, or Date formats in LeadSimple get the equivalent Monday column type. Fields that used conditional logic in LeadSimple's process builder map as static values — the conditional evaluation logic is not transferable.

LeadSimple comments attached to lead records migrate as Updates on the corresponding Monday item. We preserve the comment text, author, and timestamp. Monday Updates are displayed in reverse-chronological order on the item's feed, which approximates the LeadSimple comment history layout.

LeadSimple's conditional stage-change workflows and auto-triggers tied to lease events have no structural equivalent in Monday CRM's recipe automation model. We export the workflow definitions (trigger conditions, actions, and stage-change rules) as a reference document for your Monday admin to rebuild as Monday Recipes.