Export and profile the source data
We catalogue Sell objects, users, field use, pipelines, automations and connected systems, then identify missing ownership and invalid values.
Zendesk Sell to Salesforce migration services
Move Zendesk Sell CRM data and sales processes to Salesforce before Sell retires on 31 August 2027, with mapped records, tested automation and a controlled cutover.
Start migrationMigration Process
Our Zendesk Sell to Salesforce Migration Process
We provide a wide range of services to help you migrate from Zendesk Sell to Salesforce
Why plan the Zendesk Sell migration now?
Zendesk lists 31 August 2027 as the removal date for Sell. A rushed export near the deadline leaves little time to clean data, redesign sales processes or test integrations, so the migration plan should start with the records and workflows your team still uses. This page covers Zendesk Sell CRM, not Zendesk Support ticket migration.
What moves from Zendesk Sell to Salesforce?
| Zendesk Sell source | Salesforce destination | Migration check |
|---|---|---|
| Leads and contacts | Leads, Contacts and Accounts | Identity, ownership and duplicate rules |
| Deals and pipelines | Opportunities and stages | Value, status, close date and history |
| Tasks, calls and notes | Activities and related records | Timestamp, user and record association |
| Custom fields | Salesforce fields and objects | Data type, picklist and validation rules |
| Automations and integrations | Flows, apps and API connections | Trigger logic and end-to-end tests |
How does the migration work?
Design Salesforce before importing
Accounts, contacts, leads and opportunities are mapped to the Salesforce model. Profiles, permissions, pipelines and validation rules are set before the test load.
Migrate a representative sample
We test normal records and difficult cases, including empty fields, archived users, old activities and deals with unusual stage history.
Rebuild automation and integrations
Sell triggers and external connections are rebuilt in Salesforce Flow or the agreed integration layer, then tested across every downstream system.
Load the final delta and reconcile
After the cutover window starts, we migrate records changed since the test load and compare counts, relationships and totals before sign-off.
How do we protect continuity?
The migration plan defines the source freeze, the final delta, rollback ownership and the first-day support window. We retain source identifiers so a Salesforce record can be traced back to Zendesk Sell during validation.
Why Migrate to Salesforce
Why choose Salesforce after Zendesk Sell?
Salesforce is suited to teams that need configurable CRM objects, enterprise permissions and a broad app ecosystem. That flexibility carries administration and licence overhead, so the target design should be based on the process you need rather than a field-for-field copy of Sell.
| Decision area | Zendesk Sell | Salesforce |
|---|---|---|
| Product status | Scheduled for retirement on 31 August 2027 | Actively developed CRM platform |
| Data model | Sales-focused CRM structure | Configurable standard and custom objects |
| Automation | Sell rules and integrations | Flow, platform automation and app ecosystem |
| Administration | Existing team familiarity | More configuration and governance capacity required |
What affects timing and cost?
The scope grows with activity history, attachments, custom fields, duplicate data, archived users and the number of systems connected to Sell. We quote after profiling the export and confirming the Salesforce design.
Our CRM integration service can also reconnect marketing, support, finance and reporting systems after the move.
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
When is Zendesk Sell being retired?
Zendesk lists 31 August 2027 as the removal date for Zendesk Sell. Your contract and export options should be checked with Zendesk while planning the project.
Is this a Zendesk Support to Salesforce Service Cloud migration?
No. This page concerns Zendesk Sell CRM. Zendesk Support tickets, macros, help centre content and Service Cloud require a separate service-data scope.
Can deal history and activities be preserved?
They can be migrated when the export contains the required records and associations. We test timestamps, ownership and links to leads, contacts and opportunities before the final load.
Do you rebuild Zendesk Sell automations in Salesforce?
Yes. Each rule is reviewed and then rebuilt in Salesforce Flow or the agreed integration layer. We do not reproduce rules that the team no longer needs.
Can users keep working during migration?
Yes. Sell remains the working system during the build and test stages. The final cutover uses an agreed freeze window and delta load to capture recent changes.
How early should we start?
Start early enough to complete discovery, Salesforce design, a test migration and user acceptance before the retirement deadline creates time pressure.
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