Migrate from Lucep to monday CRM

Lucep Leads map to Monday.com CRM Contacts by email address as the dedupe key. Each Lead's capture timestamp, source channel, routing assignment, response timestamp, and qualification status transfer to Monday.com Contact fields or custom columns on the CRM board. The original Lucep response-time chain (capture to first callback in seconds) is preserved as a custom number column so the 60-second SLA metric remains queryable in Monday.com reporting.

Lucep Callback records map to Monday.com CRM call activity entries on the relevant Contact. We transfer the callback timestamp, originating channel (web widget, Facebook Lead Ad, SMS, WhatsApp), assigned agent, and outcome (answered, missed, voicemailed). The disposition maps to a custom status field in Monday.com. If Lucep callback records reference a specific lead that has no Monday.com Contact match, we create a stub Contact with available fields and flag it for enrichment post-migration.

Lucep's qualification score and qualification status per lead may use custom field names that vary by customer configuration. We identify these fields during discovery, map them to Monday.com custom columns of the appropriate type (number, label, or status), and flag any qualification values that do not fit the destination column constraints. The customer's admin decides whether qualification tiers map to numeric ranges or Monday.com label groups during scoping.

Lucep's routing rules are platform configuration, not data records, and cannot be exported as structured records. We inventory every active routing rule during discovery — the trigger conditions, agent assignment logic, queue priority, and SLA thresholds — and produce a routing-rebuild specification document that maps each Lucep rule to a Monday.com Automation or manual assignment workflow. The customer rebuilds these in Monday.com post-migration; we do not implement automations as part of the migration scope.

AI Voice Agent transcripts and disposition data may not be fully accessible via the Lucep public API. We test API access to transcript endpoints during scoping. If transcripts are gated or unavailable, we advise the customer to export them manually from the Lucep dashboard before cutover and we import them as a supplemental CSV attached to the corresponding Monday.com Contact record. Call duration and disposition outcome transfer via API where available.

Lucep ingests leads from Facebook Lead Ads via integration guides, mapping Facebook form fields to Lucep's internal lead object. The Facebook field names are not always intuitive and the Lucep intermediate mapping may obscure meaning. We trace the field chain from Facebook form field to Lucep field name to Monday.com destination column and flag any fields that lose meaning in translation, particularly custom Facebook form fields with no Lucep or Monday.com equivalent. Standard fields (name, email, phone, location) map directly.

Lucep webhook configurations are platform settings that push lead data to external systems. These do not migrate as data. We document every active webhook endpoint, payload structure, and trigger condition during discovery so the customer can reconfigure equivalent webhooks or integrations in Monday.com using the monday.com Integrations Center or API. Monday.com supports native integrations with common tools and a REST API for custom webhook-based pushes.

Lucep assigns leads to users or teams. We export the user-to-lead assignment relationship and map it to Monday.com CRM Contact owner fields. Lucep user records may not carry full profile information (role, department, team hierarchy), so we extract what is available (name, email, team) and flag any gaps for the customer's admin to complete in Monday.com user management before migration. Active Lucep users should have matching Monday.com accounts provisioned before record import.

Lucep allows tagging and segmentation of leads. We extract tags as flat label strings and map them to Monday.com label columns or tag fields on the CRM Contact. If Lucep uses a hierarchical segment model, we flatten it to comma-separated labels in Monday.com. Monday.com's label grouping features can be used to reconstruct segment logic post-migration if the customer requires it.

Lucep's core value proposition is the 60-second response SLA. We preserve the full timing chain as custom date and number columns on each Monday.com Contact: lead_created_at, first_response_at, callback_scheduled_at, callback_completed_at, and response_time_seconds. These columns are queryable in Monday.com dashboards and can be used to build widgets that report on lead response performance without requiring a separate analytics tool.