Migrate from Link app to monday CRM

Link App contacts map to Monday CRM People records. Each Person record stores name, email, phone, address, and a Person Type (dropdown column distinguishing between client, prospect, and partner roles). Owner is resolved by email match against Monday CRM users.

Link App organizations map directly to Monday CRM Companies. Company name, domain, industry classification, employee count, and annual revenue fields migrate as standard Company attributes. Linked contacts associate via each Person record's Company link field, maintaining the relationship without requiring a separate junction table structure in the destination system.

Link App matters or deals with a monetary value map to Monday CRM Deals. Deal name, value, stage, priority, and expected close date migrate. The Monday CRM Deal entity is built on a board item with Deal-specific columns preconfigured in the CRM workspace.

Link App pipeline stages translate to Monday CRM Deal Status column values within the Deals board structure. Each distinct pipeline in Link App becomes a separate group within Monday's Deals board, faithfully preserving the original stage ordering, probability values, and enabling full Kanban-style visual pipeline management for the sales team.

Link App call logs and message records migrate as Monday CRM activity entries with original timestamps, direction designation (inbound/outbound), call duration, and full content preserved. Each activity record links to the associated Person entity using Monday CRM's activity association model, maintaining the full communication context on each contact record.

Link App file attachments linked to contacts or matters are downloaded from storage and re-uploaded to Monday CRM, attached to the corresponding Person record or Deal item. Storage limits vary by plan — Monday CRM Pro includes 100GB total capacity while Standard provides 20GB for file storage.

Link App custom properties migrate as custom columns in Monday CRM boards and items. Text-based properties become Text columns, numeric values become Numbers columns, and date fields become Date columns. Column ordering, grouping, and board layout structure are preserved to match the original configuration in Link App.

Link App dropdown (select) custom properties map to Monday CRM Label columns with matching option values. If a dropdown value from Link App does not exist in Monday CRM's label options, it is automatically created as a new label option during the migration process before records are imported.

Link App owner assignments resolve by email match against Monday CRM users. Unmatched owners are flagged before migration runs — either the corresponding Monday user is provisioned first or records are assigned to a fallback owner selected by your team.

Link App workflows, notification rules, and case-status change triggers lack a direct Monday CRM equivalent at the migration API level. FlitStack exports complete workflow definitions as a structured reference document with trigger conditions, action specifications, and rule logic that your team uses to manually rebuild each automation in Monday's automation builder.

Link App integrations with document-signing platforms, calendar applications, or legal-specific plugins cannot be exported or transferred between systems. Each integration requires manual reconnection in Monday CRM through the native Integrations settings panel, using Zapier webhooks, or configuring Make scenarios after the migration data load completes.

Link App message templates and standardized response scripts do not migrate to Monday CRM's template library. Teams should export all template text and content from Link App before the migration window begins, then recreate them as Monday CRM email templates, document templates, or automation action text during the post-migration configuration phase.