Migrate from Captorra to Pipedrive

Captorra stores individual contacts with name, email, phone, and address fields. These map directly to Pipedrive Person. The primary legal contact on a case typically has the most complete record. If Captorra associates a contact with multiple matters, the primary (most-recent) association becomes the Person record; secondary matter links are preserved in a custom field for reference.

Captorra firms or companies map to Pipedrive Organization. Captorra may store the law firm name, practice area, and website. Organization.Name, Organization.Address, and Organization.Website map directly. If Captorra stores multiple contacts per firm, they all link to the same Organization via Pipedrive's Person.OrganizationId relationship.

Captorra cases are the core record of a matter — they contain case number, status, practice area, assigned attorney, and case value. These map to Pipedrive Deal, with the case title as Deal.title, estimated value as Deal.value, and case status mapped to a Pipedrive pipeline stage. Since Pipedrive pipelines are per-account configurable, FlitStack creates a default pipeline matching Captorra's case-status flow before migration.

Captorra's intake leads that have not yet converted to a case map to Pipedrive Lead. Pipedrive Leads are a separate object from Persons — an unconverted lead in Captorra that has not yet become a case sits in Pipedrive Lead until your team qualifies and converts it, at which point it can become a Person and be linked to a Deal.

Captorra engagement logs — calls made, emails sent, notes entered, and intake form submissions — map to Pipedrive Activities. Each Activity links to its parent Person or Deal via the context_id and context_type fields. Activity.subject, Activity.type, Activity.due_date, and Activity.marked_as_done all transfer. The original timestamp and owning user are preserved so the Pipedrive timeline reflects the full engagement history.

Captorra custom intake fields hold legal-specific data — practice area, referral source, adjuster name, statute of limitations, case type, insurance carrier — that has no native Pipedrive equivalent. FlitStack creates a corresponding Pipedrive custom field on the appropriate object (Person for contact-level attributes, Deal for matter-level attributes) before migration. The custom field data type is matched to the source: pick-list fields become Pipedrive set options, text fields become string fields.

Captorra case statuses are fixed and apply across the entire account. Pipedrive stages are defined per pipeline and are fully customisable per account. FlitStack maps each Captorra status to a corresponding Pipedrive stage within the default pipeline — e.g., Captorra 'In Progress' maps to a Pipedrive stage named 'In Progress' with probability set to match the source behaviour. If your firm uses multiple case types, each type may need its own Pipedrive pipeline.

Captorra attorney and staff assignments on cases map to Pipedrive User records. Owner resolution uses email as the primary key — FlitStack matches Captorra user email addresses against Pipedrive user emails to set Deal.OwnerId. If a Captorra owner has no corresponding Pipedrive user, FlitStack flags the record before migration so your admin either creates the Pipedrive user or assigns a default owner before the full run.

Captorra document attachments linked to a case or contact migrate as Pipedrive Activities of type 'email' with the attachment re-hosted in Pipedrive's file storage. If the attachment is a standalone note, it becomes a Pipedrive Note linked to the relevant Person or Deal. Pipedrive's file size limits apply — files over 25 MB are flagged for splitting.

Captorra workflow rules and case-assignment logic do not migrate. Pipedrive's automation engine (Automations, Sequences) handles post-migration workflow rebuild but requires manual reconfiguration. FlitStack exports your Captorra workflow definitions as a structured reference document so your Pipedrive admin can rebuild each rule in Pipedrive Automations after migration completes.