Migrate from LeadSmart Channel Cloud to monday CRM

LeadSmart Lead records migrate to Monday.com People items on the Deals board. We map Lead Status to a Status column, Lead Source to a Dropdown column, and any custom Lead scoring fields to Number columns. Unqualified leads retain their status so that sales reps can triage in Monday.com's Kanban view. Leads without an associated Account are imported as standalone People items and can later be linked to a Company item.

LeadSmart Contact records migrate to Monday.com People items. The Contact's Account relationship maps to a relation column linking to the corresponding Monday.com Company item. Email, phone, title, and address fields map to typed columns. Industry-specific custom fields on the Contact object (added by LeadSmart for distributor workflows) are translated to matching Monday.com column types with a naming convention preserving the original field label.

LeadSmart Account records (representing manufacturers, distributors, and dealers) migrate to Monday.com Company items. The parent-account hierarchy used by LeadSmart to model manufacturer-distributor-dealer relationships maps to a relation column in Monday.com Company items. We flag any multi-level hierarchies exceeding Monday.com's single-level relation support and document the flattening approach during scoping.

LeadSmart Opportunity records migrate to Deal items on the Deals board. Opportunity Stage maps to the Status column values (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Amount, Close Date, and Probability migrate to Number, Date, and Number columns respectively. Opportunity name and description map to Name and Text column.

LeadSmart Activity records (calls, emails, meetings, tasks linked to Leads, Contacts, and Opportunities) migrate as sub-items attached to the corresponding Deal or Person item in Monday.com. We preserve the original completed date as a Date column on the sub-item, activity type as a Status or Label column, and notes as a Text column. Large binary attachments (files linked to Activities in Salesforce) migrate as file attachments on the parent item.

LeadSmart Partner Collaboration Portal records linking internal Accounts to channel partners (reps, brokers, dealers, distributors) require a separate board architecture in Monday.com. We create a Partners board with Company items representing each partner entity and relation columns linking to the internal Account items they collaborate with. Partner role (Rep, Broker, Dealer, Distributor) maps to a Dropdown column. External partner user access replicates via Monday.com board invite sharing rather than a portal licensing model.

LeadSmart Campaign records migrate to a Campaigns board with items representing each campaign. Campaign Member status history migrates as a sub-item or label on the Campaign item linked to the corresponding Person or Deal. Custom marketing automation fields added by LeadSmart require field-level mapping to Monday.com column equivalents during the scoping phase.

LeadSmart adds industry-specific custom fields to standard Salesforce objects for distributor and manufacturer workflows. We inventory all custom fields during scoping, map each to a matching Monday.com column type (text, number, date, dropdown, checkbox, relation, formula), and flag any fields without a Monday.com equivalent. Fields without a destination are archived in a supplementary CSV export delivered alongside the migration.