Migrate from Streak to monday CRM

Streak's Box is the primary CRM record — a threaded entity wrapping an email conversation with custom fields, stage, owner, and tasks. In Monday.com CRM, the equivalent is an Item on a board. We map each Box to a single Item on the destination CRM board, preserving Box name, creation date, last modified date, and stage. Custom Box properties map to Monday custom columns (text, number, date, dropdown, checkbox). Gmail thread associations are preserved as a structured reference URL pointing to the source Gmail thread, not reproduced as email content in Monday.

Streak Pipelines define the workflow stages a Box moves through. In Monday.com CRM, a Pipeline maps to either a dedicated Board or to a set of Groups within a single board. We use a dedicated Board per Pipeline when the customer has distinct deal types (e.g., inbound vs outbound) that need separate board views, or Groups within one board when the pipelines share a contact/company base. The decision is confirmed during scoping based on the customer's team structure and reporting needs.

Streak Stages are ordered steps within a Pipeline (e.g., Lead, Qualified, Proposal, Won, Lost). In Monday.com CRM, Stages map to Groups — named column headers that contain Items at each workflow step. We preserve stage ordering by position and map stage names directly. Any stage-level metadata (e.g., stage-specific fields in Streak Pro+) migrates as additional columns scoped to the Group. Monday's default stages (New, Discovery, Proposal, Negotiation, Won, Lost) are available as a starting template and can be renamed to match the customer's existing Streak stage names.

Streak Contacts store name, email, company affiliation, and custom contact properties. Monday.com CRM has a dedicated Contacts board where each contact is an Item. We map contact name to Item name, email to a text column, company affiliation to a link or relation column pointing to the corresponding Company Item, and any custom contact properties to typed columns. Gmail contact associations (pulled from the source Gmail account) are preserved as reference metadata. Monday's native contact deduplication uses email as the key.

Streak Companies (stored alongside Boxes) map to Items in Monday.com CRM's Companies board. We map company name to Item name, domain to a text column, and any company-level custom properties to typed columns. Company-to-Contact relationships are preserved using Monday's relation column type linking Contact Items to the Company Item. Monday's board model allows companies and contacts to live in separate boards with cross-board linking, which is more flexible than Streak's embedded model.

Streak Tasks are Box-level action items with assignees and due dates, with no subtasks or dependencies. Monday.com CRM supports Subtasks as a native column type on Items, allowing tasks to live within a Contact, Company, or Deal Item. We map task title, due date, assignee (by email match to Monday users), and status. Flat task ordering from Streak maps to Monday's Subtask sequence. Multi-user task assignees in Streak Pro+ map to multiple Subtask rows or to Monday team assignments.

Streak Tags are flat labels applied to Boxes for filtering. In Monday.com CRM, tags map to the Tag column type (available on all Item types) or to a Label column if the team prefers color-coded categorization. We preserve all tag names and their Box associations. Tags with no attached Boxes are included as empty tag lists for reconstruction. Monday's tag ecosystem supports multiple tags per Item, matching Streak's multi-tag model.

Streak Mail Merge campaigns store recipient lists, email templates, send history, and open/reply tracking data. Monday.com CRM has no native mail merge or sales engagement feature. We export campaign metadata (name, send date, recipient count, open rate, reply rate) as a structured record in a dedicated Migration Audit board, preserving the historical data for reference. The customer's admin rebuilds outreach cadences using a dedicated sales engagement tool (e.g., Lemlist, Outreach, Salesloft, or Instantly) integrated with Monday.com CRM post-migration.

Streak Snippets are templated email text blocks with merge variables (e.g., {{first_name}}, {{company_name}}). Monday.com CRM has no native snippet or template library for outbound email. We export snippet content and variable syntax as structured text records in a dedicated Templates reference board, documenting the variable naming conventions and merge field positions. The customer's sales engagement tool (if adopted post-migration) becomes the snippet replacement, and the migration audit board serves as the handoff reference for variable mapping.

Custom properties added to Streak Boxes (text, dropdown, date, number, checkbox) vary per Pipeline. Monday.com CRM supports custom columns for all these types plus formula columns, relation columns, and link columns. We discover the full property schema per Pipeline during the schema audit phase, then create matching typed columns in the destination board before migration. Dropdown values in Streak map to Monday color-coded label options or dropdown columns with matching values.

Streak user records (name, email, role, permissions) map to Monday.com CRM users by email. We extract all distinct owners referenced on Boxes, Tasks, and Pipelines and match by email against Monday users. Archived Streak users (read-only access on Pro+) require reactivation before their associated Box records can be accessed via the Streak API; we flag these during the schema audit and prompt the customer to confirm reactivation. Monday's permission model (viewer, editor, admin per board) maps loosely from Streak's shared/private Box access model.