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 Zoho CRM modules, move your leads, contacts, deals, notes and tasks, test it with your team, and train them on the new setup.
900+ integrations completed · We sign BAAs
How a Zendesk Sell move runs
Every Sell field matched to a Zoho CRM field in a mapping sheet you sign off on
Sell exports cleaned, duplicates merged, then loaded into each module and checked
Your team tests on real records, workflows 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 Zoho CRM leads. Sell contacts split into contacts and the accounts they belong to. Deals go to the Deals module, with your Sell pipeline stages mapped to deal stages. Notes and tasks land on the records they belong to, with their original dates and owners.
What's included
A mapping sheet for leads, contacts, companies, deals, notes and tasks, with every Sell field matched to a Zoho CRM field.
Sell leads loaded into the Leads module, and contacts loaded with the accounts they belong to.
Deals moved into the Deals module, with Sell stages, amounts, closing dates and owners mapped.
Notes and tasks moved onto the right records. Activity Sell cannot export is planned for on the free call.
Files you hold outside Sell attached to the right Zoho CRM records.
Created dates and owners kept, so reports on past leads and deals still add up.
Records standardized and duplicates merged before the load, and duplicate checks set up in Zoho CRM.
Counts checked against Sell, sample records compared side by side, and your team testing before the switch.
Users and roles set up, reps and admins trained, and written steps for new hires.
Every system we connect to Zoho CRM, in one list
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage and Avochato conversations saved to the lead
Kipu and Zoho CRM kept in step
Google Ads, Microsoft Ads and Meta leads in, offline conversions out
ActiveCampaign lists and automations that follow Zoho CRM
Zoho CRM data in Google Sheets and Looker Studio
Calls, texts and recordings on the Zoho CRM record, with a telephony widget
Book a free call. We look at your Sell account, what has to come over, and how your team should work in Zoho CRM, and give you honest advice on the move. No obligation.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
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.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your Zendesk Sell account, what has to come over, and how your team will work in Zoho CRM.
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 Zoho CRM, 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.
Into the Deals module, with each Sell stage mapped to a deal stage you agree on in the mapping sheet.
Yes. They are part of the mapping, so reports on past leads and deals still line up after the move.
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.
