Profile the source CRM
We count records, inspect field use, identify duplicates and document every system that reads or writes CRM data.
Zendesk Sell to Pipedrive migration services
Move CRM records, associations and sales processes from Zendesk Sell to Pipedrive with a mapped data model, test migration, reconciliation and controlled cutover.
Start migrationMigration Process
Our Zendesk Sell to Pipedrive Migration Process
We provide a wide range of services to help you migrate from Zendesk Sell to Pipedrive
What moves from Zendesk Sell to Pipedrive?
We start with the CRM data model and the business rules around it. Records, owners, associations, activities, custom fields, automation and integrations need an agreed destination before the first test load.
| Zendesk Sell source | Pipedrive destination | Migration decision |
|---|---|---|
| Contacts and companies | Persons and organisations | Identity, ownership and associations |
| Deals and pipelines | Deals and pipelines | Stage, value and close-status mapping |
| Tasks, calls and meetings | Activities and notes | Dates, owners and related records |
| Custom fields | Custom fields | Type, allowed values and reporting use |
| Sequences and automation | Automations and integrations | Rebuild, simplify or retire |
How does a Zendesk Sell to Pipedrive migration work?
Design the Pipedrive data model
Pipelines, fields, owners, permissions and associations are agreed before migration. Every transformation is recorded in the mapping workbook.
Clean and test a representative sample
The sample proves field types, dates, owners, stages and record relationships. Mapping problems are fixed before the complete load.
Rebuild automation and integrations
Useful business rules are rebuilt in Pipedrive; obsolete logic is retired. Connected systems are tested against the new fields and record identifiers.
Load the final delta and reconcile
We control the final data window, migrate changes since the test, compare source and destination counts and keep the rollback plan available until sign-off.
How do we control CRM migration risk?
We test duplicates, lost associations, invalid values, missing owners and integrations that still point to Zendesk Sell. Source IDs are retained for traceability, and reconciliation results are reviewed before acceptance.
Why Migrate to Pipedrive
Why choose Pipedrive over Zendesk Sell?
Pipedrive is a good fit when your team needs a sales-focused CRM with a clear pipeline and a lighter operating model. Zendesk Sell may still suit teams that value the familiar sales data and process your team already uses, so the migration case should be based on process ownership, adoption and total administration effort.
| Decision area | Zendesk Sell | Pipedrive |
|---|---|---|
| Operating model | the familiar sales data and process your team already uses | a sales-focused CRM with a clear pipeline and a lighter operating model |
| Data model | Current fields, objects and associations | Mapped fields, objects and associations |
| Automation | Existing rules and connected systems | Rebuilt rules with tested dependencies |
| Cutover | Source remains the reference during testing | Target becomes authoritative after acceptance |
What affects the migration timeline and price?
The main variables are record volume, custom fields or objects, activity history, attachments, duplicate rates, automation, integrations and the number of test loads. We quote after profiling the source and agreeing the acceptance criteria.
Our CRM integration team covers configuration after launch, and the CRM migration guide explains the preparation decisions in more detail.
Expertise
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
Our process
How our migration process works
We take you from manual struggle to automated joy in 4 easy steps
- 01
Discovery call
We start by understanding your business, your challenges, as well as the processes and systems you use.
- 02
Audit and migration plan
We inventory your scenarios, workflows, custom fields, and data, then map every piece to its equivalent on the target platform in a step-by-step migration plan.
- 03
Parallel-run migration
We rebuild your workflows and data on the new platform and run old and new side by side, so your team keeps working while we migrate and test in the background.
- 04
Validation and handover
We verify parity between source and target, cut over once you approve, and hand over documentation so your team is confident on the new platform.
Testimonials
What our clients say
FAQs
Can you preserve activities and notes?
We identify each activity type and its required associations, then test dates, owners and related records before the full load.
How are pipelines and stages mapped?
Each source stage receives an agreed Pipedrive destination, including rules for open, won and lost records. Exceptions are reported before migration.
How do you prevent duplicate records?
We agree matching rules using stable IDs, email addresses, company domains and business-specific identifiers, then review uncertain matches separately.
Can both CRMs run during the transition?
Yes. We define the authoritative system for each record type, control synchronisation and stop dual entry before the final cutover.
Are workflows copied automatically?
No. We rebuild useful rules against Pipedrive triggers and actions, then test every dependency and notification.
What determines the migration cost?
Cost follows the data model, record count, history, files, duplicate cleanup, integrations, automation and test coverage.
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