Make a migration plan
Identify what is in your Zendesk Sell account, where it needs to go, and when the move must be complete.
Zendesk Sell Migration
Retires August 31, 2027 · plan your move now
Work directly with Shayan Arman, a former Apple software engineer, to plan, export, migrate, and verify your move to Pipedrive or another CRM.
Initial assessment at no charge · no data files needed in your first email · migration work is scoped before it begins
contacts + companiespeople + organizationsmappedleads + dealsleads + dealsmappednotes + tasksnotes + activitiesmappedWhy you need to act
Every customer needs to choose a new CRM, export the data they can, move it, and verify the result before Zendesk permanently deletes the old account data.
Zendesk says its standard CSV export does not include activity history, appointments, emails, call logs, or documents. We identify those gaps before deciding how your migration should work.
How we help
We inventory your Zendesk Sell account, help you select the right destination, preserve the available source data, and map it into the new CRM without pretending every data type follows the same path.
After the move, we compare the agreed source scope with what arrived. You receive a clear record of what migrated, what did not, and what must be corrected before you close Zendesk Sell.
Primary sources: Zendesk retirement and export limitations Pipedrive migration guidance
The migration process
Identify what is in your Zendesk Sell account, where it needs to go, and when the move must be complete.
Capture the standard export and identify important history that needs a separate migration path.
Map contacts, companies, deals, fields, pipelines, notes, tasks, and relationships into the destination.
Compare the agreed source scope with the new CRM and clearly identify anything that still needs attention.
Migration coverage
Contacts, companies, leads, and deals.
Notes, tasks, pipelines, and custom fields.
Links between people, companies, deals, and activities.
A separate plan for activity history, appointments, emails, calls, and documents omitted from the standard export.
A final source-to-destination check before the old account is closed.
Work directly with Shayan
Shayan Arman is a software engineer and the founder of Zero Inbox. He previously built software at Apple and now helps companies solve difficult data and automation problems. You work directly with him to scope the move, execute it safely, and verify the result.
Understand the scope before committing to a migration.
Ask Shayan for migration help Your first email only needs an approximate account size, preferred destination, and target date. Do not attach customer data.ExitRamp is an independent migration service and is not endorsed by Zendesk, Pipedrive, or another destination CRM. Exact migration coverage depends on authorized access and the systems involved.