Migrate from Market Leader to monday CRM

Market Leader contact records map to Monday CRM People entities. The primary fields (name, email, phone, address) become standard person column types. Each contact lands as a separate item on the People board with original create dates preserved as a custom Created_Date column since Monday sets its own item creation timestamp at migration time.

Market Leader company records translate to Company entities in Monday CRM. Company name, domain, industry, employee count, and annual revenue map to matching column types. Multi-contact companies require a primary contact column assignment during migration; the rest surface via linked items or item relations.

Market Leader deals become items on a Deals board with a Status column representing pipeline stages. Deal amount maps to a Number column; close date becomes a Date column; deal owner maps to a People column pointing to the matching Monday workspace member by email resolution. Stage probabilities do not transfer as read-only values—they must be rebuilt as Monday automation rules or noted in a custom Probability column.

Each Market Leader pipeline maps to a dedicated Monday board. The pipeline name becomes the board name. Pipeline stages map to Status column options on that board. If Market Leader has multiple pipelines, we provision one Monday board per pipeline so stage values do not collide across different sales processes.

Market Leader drip campaigns and pre-written auto-email sequences do not have a native Monday CRM equivalent. Monday's automation recipes are event-triggered (column change, item update) and do not support time-delayed enrollment sequences with cadence logic. We export drip campaign definitions as a structured reference document for manual rebuild in Monday's recipe builder.

Market Leader call logs with timestamps, duration, outcome, and owner map to Monday item Updates on the linked contact or deal item. The update text captures call outcome and duration; the timestamp is preserved from the original call record. Call recordings cannot transfer—those files remain in Market Leader storage unless separately downloaded.

Market Leader logged email activities attach to the contact record as time-stamped updates in Monday. The update body contains email subject, direction (sent/received), and a link to the original if the email is stored in Market Leader's activity log. Plain-text email body transfers if the API exposes it; HTML formatting may be stripped.

Market Leader notes on contacts or deals become item Updates in Monday CRM. The note body maps directly to the update text field. Rich-text formatting is converted to plain text with line breaks preserved. Notes without a parent contact or deal are held for a catch-all board or surfaced as items on a dedicated Notes board.

Market Leader file attachments on contacts, companies, or deals re-upload to Monday's File column on the corresponding item. Monday's file storage limits apply (25MB per file on Standard plans). We re-upload each file and link it to the item; original file names and upload timestamps are preserved as column metadata.

Market Leader custom properties on any standard object translate to Monday custom columns on the appropriate board. Column type is chosen based on the property data type: text becomes Text, numeric values become Number, pick-list values become Dropdown with options mapped one-to-one, date values become Date columns. Each custom column must be created in Monday before the migration run.

Market Leader leads that are not yet converted to contacts land as items on a separate Leads board in Monday CRM. The lead status field maps to a Status column with options reflecting Market Leader's lead stages. Once a lead converts in Market Leader, the migrated contact item on the Leads board is archived or moved to the People board.

Market Leader owner IDs resolve to Monday CRM workspace members by email address lookup. Unmatched owners are flagged before migration; you can invite them to Monday first or assign their records to a fallback owner. Monday's People column on Deals and Contacts stores the owner reference; that column must exist before deals can be assigned.