Zendesk has announced that it will retire Zendesk Sell on August 31, 2027. Sell customers keep full access until then, and after that date Zendesk will no longer offer a sales CRM. We map your Sell data to Salesforce, move your leads, contacts, deals, notes and tasks, test it with your team, and train them on the new setup.
900+ integrations completed · Salesforce partner · We sign BAAs
How a Zendesk Sell move runs
Every Sell field matched to a Salesforce field in a mapping sheet you sign off on
Sell exports cleaned, duplicates merged, then loaded into Salesforce and checked
Your team tests on real records, automations go live, and reps are trained
Zendesk has announced that it will retire Zendesk Sell on August 31, 2027. Sell customers keep full access until then, and after that date Zendesk will no longer offer a sales CRM.
Zendesk says leads, contacts, deals, notes, tasks and smart lists can be exported from Sell. It also says activity history, appointments, emails, call logs and documents cannot be exported, so we check what your account holds before anything is planned.
Sell leads become Salesforce leads. Sell contacts split into contacts and the accounts they belong to. Deals become opportunities, with your Sell pipeline stages mapped to opportunity stages. Notes and tasks land on the records they belong to, with their original dates and owners.
Salesforce can be changed in any way, with flows, custom objects, Lightning components and Apex, so fields Sell kept in odd places get a proper home instead of being squeezed into the nearest match.
What's included
A mapping sheet for leads, contacts, companies, deals, notes and tasks, with every Sell field matched to Salesforce.
Sell leads loaded as Salesforce leads, and contacts loaded with the accounts they belong to.
Deals moved to opportunities, with Sell stages, values, close dates and owners mapped.
Notes and tasks moved onto the right records. Activity Sell cannot export is planned for on the free call, so nothing comes as a surprise.
Files you hold outside Sell loaded into Salesforce Files on the right records, stored so they do not eat into data storage.
Created dates and owners kept, so past reports still add up. For a ballpark, see the cost estimator.
Duplicate records merged before the load, and duplicate rules set up so new ones are caught.
Counts checked against Sell, sample records compared side by side, and your team testing before the switch.
Users added with the access each role needs, reps and admins trained, and written steps for new hires.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at your Sell account, what has to come over, and how your team should work in Salesforce, and give you honest advice on the move. No obligation.
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I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
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How it works
We look at your Zendesk Sell account, what has to come over, and how your team will work in Salesforce.
Priced by project, not by the hour. You approve before we start.
The mapping sheet signed off, your Sell data exported and cleaned, then loaded and checked against Sell.
Your team tests on real records, moves to Salesforce, and gets training and written steps.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Zendesk has announced it will retire Zendesk Sell on August 31, 2027. Sell customers keep full access until then.
Zendesk says leads, contacts, deals, notes, tasks and smart lists can be exported. It says activity history, appointments, emails, call logs and documents cannot. We check your account on the free call.
Yes. They are part of the mapping, so reports on past leads and deals still line up after the move.
No. We pause the automations that would fire, load and check the data, then switch them back on.
See the Salesforce implementation cost estimator for a ballpark, then get an exact quote after the free call.
Zendesk says Sell data is deleted under its data deletion policy when your subscription ends or starting August 31, 2027, whichever comes first, and that the deletion is permanent. Export before then.
By project, not by the hour. The first call is free, and you get a project quote after it.
