Migrate from Leadtrekker Lead Management to monday CRM

Leadtrekker Lead records map to Monday.com CRM Items within the Leads board. Name, email, phone, status, lead source, and owner assignment migrate as native or custom columns. The Leadtrekker lead ID is preserved as a text column for audit traceability. We resolve the owner reference to a Monday.com CRM Team Member by email lookup. The leads board's three default groups (New Leads, Qualified Leads, Disqualified) are created by default in Monday.com CRM and can be used as-is or remapped to match Leadtrekker's status labels.

Leadtrekker Activities attached to a Lead migrate as Updates on the Monday.com CRM Item. Each activity carries a timestamp and user attribution preserved as the Update author and date. Call logs with disposition and duration are stored as custom column values or as Update text with a standardized format. Email content migrates as an Update with the sender, recipient, and body preserved.

Leadtrekker's source attribution field (website form, campaign, referral) migrates as a Monday.com CRM Status column value or as a custom Label column. We map each distinct Leadtrekker source label to a matching Monday.com CRM status option, creating new options where the source label has no obvious equivalent. This preserves marketing attribution data for ROI reporting in the destination.

Leadtrekker user accounts are extracted by email address and mapped to Monday.com CRM Team Members by email match. We export the full user roster including profile data, but login credentials and session tokens do not transfer. Users without a matching Monday.com CRM account are held in a reconciliation queue for the customer's admin to provision before record import.

Leadtrekker user groups define lead-level view and edit permissions for subsets of users. Monday.com CRM uses Workspace and board-level member roles rather than lead-level permission groups. We extract the full group membership roster and build a mapping table, but permission logic is reconfigured manually post-migration in Monday.com CRM's board sharing and Workspace settings.

Leadtrekker follow-up Reminders with a due date and owner migrate as Follow-up Items linked to the parent Lead Item, or as separate Task Items tagged with a due date and assignee. Due date and assignee are preserved. If the destination Monday.com CRM workspace does not already have a Follow-up sub-item structure, we create one using Monday.com CRM's native Subitem feature.

Leadtrekker custom fields on Leads require explicit field-level mapping because the platform does not publish a stable field taxonomy in its public documentation. We conduct a discovery API probe to enumerate all custom fields present in the source account, map each to an equivalent Monday.com CRM column type (text, number, date, dropdown, person, etc.), and create the columns on the Leads board before import begins.

Leadtrekker SMS and email notification preferences are stored as platform runtime preferences, not as exportable data records. We document every notification-trigger event found during extraction (assignment alerts, response-time reminders, autoresponders) in a written inventory for the customer's admin to rebuild using Monday.com CRM Automations. The notification preferences themselves do not migrate.