Zendesk Sell Integration & Migration

Zendesk Sell Migration & Integration

Why Choose Outrun for Zendesk Sell Migration?

✅ Zero Downtime

Continue using Zendesk Sell while we prepare your new CRM. No rush, no pressure, no business disruption.

🔄 Complete Data Transfer

Every lead, contact, deal, and activity. Custom fields, tags, and complete history preserved.

🎯 Choose Your Destination

Migrate to any of our supported CRMs:

• Salesforce: Enterprise-grade CRM
• HubSpot: All-in-one growth platform
• Pipedrive: Sales-focused simplicity
• Dynamics 365: Microsoft ecosystem
• Zoho CRM: Comprehensive suite

🚀 Fast Implementation

Get started in minutes, complete migration in days, not months.

Supported Zendesk Sell Data

We migrate ALL your Zendesk Sell data:

👥 Contacts

• Person records: All contact information
• Company records: Organization data
• Custom fields: Every custom field preserved
• Tags: Complete tag structure
• Contact roles: Relationships maintained

💼 Deals

• Pipeline stages: Complete pipeline mapping
• Deal values: Revenue and probability
• Custom fields: All deal-specific fields
• Deal contacts: Associated contacts
• Products: Line items and pricing
• Deal history: Complete audit trail

📧 Activities

• Emails: Full email history
• Calls: Call logs and recordings links
• Meetings: Calendar events
• Tasks: To-dos and reminders
• Notes: All notes preserved
• SMS: Text message history

🎯 Leads

• Lead sources: Attribution data
• Lead status: Qualification stages
• Lead scoring: Score preservation
• Conversion history: Lead to deal tracking
• Custom fields: All lead fields

Migration Process

Step 1: Initial Assessment

1. Connect Zendesk Sell (read-only access)
2. Analyze your data structure
3. Review custom fields and pipelines
4. Get migration timeline estimate

Step 2: Choose Target CRM

Select your new CRM platform and we'll:

• Map all standard fields automatically
• Identify custom field requirements
• Propose pipeline stage mapping
• Highlight any data considerations

Step 3: Test Migration

• Run test migration with sample data
• Validate field mappings
• Review data in target CRM
• Adjust mappings as needed

Step 4: Full Migration

• Schedule migration window
• Complete initial data sync
• Enable 15-minute incremental syncs
• Keep both systems synchronized

Step 5: Transition

• Train team on new CRM
• Run both systems in parallel
• Gradually transition workflows
• Decommission Zendesk Sell when ready

Data Mapping Examples

To Salesforce

Zendesk Sell → Salesforce
━━━━━━━━━━━━━━━━━━━━━━━━
Contacts     → Contacts
Companies    → Accounts
Deals        → Opportunities
Leads        → Leads
Activities   → Tasks/Events

To HubSpot

Zendesk Sell → HubSpot
━━━━━━━━━━━━━━━━━━━━━━
Contacts     → Contacts
Companies    → Companies
Deals        → Deals
Leads        → Contacts (lifecycle stage)
Activities   → Activities

To Pipedrive

Zendesk Sell → Pipedrive
━━━━━━━━━━━━━━━━━━━━━━━━
Contacts     → Persons
Companies    → Organizations
Deals        → Deals
Leads        → Leads
Activities   → Activities

Authentication

Zendesk Sell integration uses OAuth 2.0:

1. OAuth Authorization: Secure token-based access
2. API Scope: Read and write permissions
3. Webhook Support: Real-time updates during migration
4. Rate Limits: Automatically managed

Custom Field Handling

Automatic Mapping

• Text fields → Text fields
• Number fields → Number fields
• Date fields → Date fields
• Dropdowns → Picklists
• Multi-select → Multi-select

Custom Field Creation

We can automatically create custom fields in your target CRM:

• Matching field types
• Preserving field names
• Maintaining dropdown values
• Keeping field relationships

Common Migration Scenarios

📊 Sales Team Migration

Moving your sales team to a new platform?

• Preserve all pipeline stages
• Maintain deal probabilities
• Keep activity history
• Transfer team hierarchies

🤝 CRM Consolidation

Merging Zendesk Sell with another CRM?

• Deduplicate records intelligently
• Merge activity histories
• Combine custom fields
• Unify data model

🔄 Gradual Transition

Need time to transition?

• Keep Zendesk Sell running
• Sync changes bi-directionally
• Train team gradually
• Switch when ready

Best Practices

Before Migration

1. Audit your data: Clean up duplicates
2. Document processes: Note workflows to recreate
3. Map users: Ensure user accounts in new CRM
4. Backup data: Export Zendesk Sell backup

During Migration

1. Communicate timeline: Keep team informed
2. Test thoroughly: Validate sample data first
3. Monitor sync: Check initial results
4. Document issues: Track any concerns

After Migration

1. Verify data: Spot-check migrated records
2. Train users: Ensure team adoption
3. Monitor adoption: Track usage metrics
4. Optimize workflows: Improve processes

Timeline Estimates

Pricing

Special pricing for Zendesk Sell migrations:

• Free assessment: Data analysis and migration plan
• Flexible pricing: Based on record count
• No lock-in: Month-to-month after migration
• Support included: Priority migration support

Frequently Asked Questions

Can I keep using Zendesk Sell during migration?

Yes! Keep Zendesk Sell running throughout the migration. We sync changes continuously.

What about custom integrations?

We'll help identify integration requirements and can assist with recreating them in your new CRM.

How long do I have to migrate?

While Zendesk hasn't announced a hard deadline, we recommend starting soon to ensure a smooth transition.

Can I migrate to multiple CRMs?

Yes, you can sync Zendesk Sell data to multiple CRMs simultaneously.

What about historical data?

We preserve complete historical data including all activities, notes, and communication history.

Get Started Today

Don't wait for Zendesk Sell discontinuation to disrupt your business. Start your migration today:

Support

Our team is here to help with your Zendesk Sell migration:

• 📧 Email: zendesk-migration@getoutrun.com
• 💬 Priority Chat: For Zendesk Sell users
• 📞 Phone Support: Migration consultation
• 📖 Resources: Migration Guide
• 🎯 Success Manager: For volume migrations

Next Steps