Migrate from LionDesk to monday CRM

LionDesk contacts migrate as Monday CRM People items. The contact's name, email, phone, address, and all standard fields map to the corresponding People column types. Custom fields on the LionDesk contact (Text, Number, Date, Dollar Amt) map to Monday CRM custom columns created before migration. Owner assignment resolves by email match against Monday CRM users.

LionDesk company records migrate as Monday CRM Organizations. The organization's name, website, address, and industry fields map to Organization columns. Multi-company associations per contact are preserved as multiple Organization items linked to the same Person via the People column type in Monday CRM.

LionDesk deals map to Monday CRM Deals board items. Deal name, amount, stage, and close date map to corresponding Deal columns. The deal's associated contact links to the migrated People item via a Linked Items or Connect Boards column. Stage values are mapped value-by-value to Monday CRM status column groups.

LionDesk pipeline configuration (stage names and order) becomes Monday CRM status groups on the Deals board. Each pipeline in LionDesk maps to a separate Deals board or a filtered group view within one board. Teams with multiple pipelines in LionDesk choose whether to consolidate into one Monday CRM board with status groups or maintain separate boards.

LionDesk campaigns (drip sequences, text campaigns) do not have a direct Monday CRM equivalent. The campaign configuration — trigger conditions, step sequence, delay rules, channel (email/text) — is exported as a JSON rebuild reference document. Monday CRM teams rebuild campaigns using Automation recipes triggered by People status changes or date columns.

LionDesk tasks linked to contacts migrate as Monday CRM Subitems on the People board or as Task column entries. Task name, due date, assignee, and completion status map to Subitem columns. Standalone tasks without a contact parent become items on a dedicated Tasks board.

LionDesk call logs, emails, and text message history migrate as Updates on the corresponding People item with the original timestamp and owner attribution. The activity body (call notes, email content, text body) is preserved as Update text. Monday CRM's separate Activity Log captures email and call tracking natively for future records.

LionDesk custom fields of type Text, Number, Date, and Dollar Amt map to Monday CRM column types Text, Numbers, Date, and Currency respectively. Before migration, FlitStack creates the matching columns on the target board. Fields that do not have a direct Monday CRM type (e.g., specific pick-list fields) map to Dropdown columns with the source values preserved.

LionDesk owner_id on contacts and deals resolves by matching the owner's email address to a Monday CRM user account. Unmatched owners are flagged before migration runs — teams either create Monday CRM user accounts for them or assign records to a designated fallback owner. No record lands without a Monday CRM assignee.

LionDesk video email attachments and file attachments on contacts are downloaded and re-uploaded to Monday CRM's file storage. Files attach to the corresponding People item via a File column. Monday CRM file limits (25MB per file on Basic/Standard) are enforced; larger files are flagged for manual handling.

LionDesk lead source values (Facebook, Zillow, Referral, etc.) migrate as Dropdown column options on the People board. Source attribution per contact is preserved as the selected Dropdown value. Teams using LionDesk integrations with Zillow or Facebook Lead Ads see the source URL preserved as a Text column.

LionDesk contact tags migrate as Monday CRM Tag column values. Multiple tags per contact are fully supported in Monday's Tag column type, preserving every tag assignment from the source record. Tags that were used for segmentation in LionDesk drip campaigns translate directly into filter criteria available in Monday CRM board views, maintaining your audience logic and filtering capabilities without manual recreation.