Migrate from Captorra to Freshsales

Captorra's lead record (incoming intake) maps 1:1 to Freshsales Lead. Standard fields: name, email, phone, source, status. Captorra lead status values (New, Contacted, Qualified) map to Freshsales Lead status pick-list via value mapping. Attorney assignment on Captorra lead becomes Freshsales OwnerId resolved by email match.

Captorra contacts (client records with attorney assignments) map to Freshsales Contacts. Name, email, phone, address, and company link migrate. Captorra contact type (Referral Partner, Client, Opposing Counsel) migrates as a custom pick-list field on Freshsales Contact since Freshsales does not have a native contact-type classification beyond lifecycle stage.

Captorra company records (law firm clients or opposing parties) map to Freshsales Accounts. Company name, domain, industry, and employee count migrate. Industry pick-list values require value-by-value mapping since Captorra's legal-industry taxonomy differs from Freshsales' standard industry list. Parent-company hierarchy maps to Freshsales Parent Account where applicable.

Captorra case records translate into Freshsales Opportunities. The case number (captorra_case_id) becomes a custom Opportunity field. Case status values (Intake, Screening, Opened, Pending, Closed) map to Freshsales Opportunity Stage values via value_mapping per Freshsales pipeline. If Captorra tracks case monetary value or retainer amount, that maps to Freshsales Opportunity Amount.

Captorra's five case stages (Intake, Screening, Opened, Pending, Closed) map to Freshsales Opportunity Stage values configured per pipeline. Each stage probability is assigned from Freshsales pipeline settings. Stage-transition timestamps from Captorra are preserved as custom datetime fields on the Opportunity for reporting continuity.

Captorra stores attorney_id on lead and case records. Owner resolution happens by matching attorney email from Captorra to Freshsales user email. Unmatched attorneys are flagged before migration; fallback owner is assigned per your specified rule. Attorney inactive status in Captorra maps to Freshsales user being set to Inactive before migration.

Captorra activity log entries (calls logged by attorney, emails, notes attached to case) migrate as Freshsales Tasks. Task Subject reflects activity type, Task Status reflects completion, and original timestamp and owner are preserved. Bulk email logs migrate as Tasks with Type = Email.

Any Captorra custom fields on the Lead object (e.g., Practice Area, Lead Source Detail, Court Jurisdiction) require Freshsales Lead custom fields created before migration. Custom field API names in Freshsales follow snake_case naming (e.g., practice_area). Field type (text, picklist, date, number) is matched from Captorra field type definition.

Captorra custom fields on Case records (e.g., Court Location, Judge Name, Case Number, Statute of Limitations) require Freshsales Opportunity custom fields. These are created with matching field types before migration. Date fields preserve original Captorra date values as custom datetime fields on the Opportunity record.

Captorra tracks referral source (Partner Referral, Online Ad, Walk-in) on leads. This field has no native Freshsales equivalent. We create a custom pick-list field (Referral_Source__c) on Freshsales Lead and map values by value mapping. If referral source is tracked at the Account level in Captorra, it maps to a custom field on Freshsales Account.

Files attached to Captorra case records (e.g., intake documents, court filings) are downloaded and re-uploaded to Freshsales as Documents linked to the corresponding Opportunity record. File size limits from Freshsales apply. Inline images in Captorra notes are extracted and re-hosted as Freshsales document attachments.

Captorra workflows for court-date reminders, intake routing, and attorney task assignment have no direct Freshsales equivalent. These must be rebuilt in Freshsales Workflows (Growth+) or Freshsales Sequences (Pro+). FlitStack exports Captorra workflow definitions as a configuration reference document to assist your Freshsales admin during the rebuild phase.