Zendesk Sell to Pipedrive Migration Plan. Free, from Evolve.
A 20-page working plan your team can use to run the migration yourselves: the official export procedure, data mapping, phase-by-phase task tables with owners and sign-off, a risk register and an honest look at where Pipedrive fits. Built by Evolve, Elite Pipedrive Partners.
Try PipedriveExtended 30-day trial. Pipedrive is Zendesk's recommended CRM replacement for Zendesk Sell.
Built to run the migration internally, not to read once
Every phase has an objective, a task table with an owner column and a done box, and exit criteria you tick before the next phase starts.
The export, step by step
Zendesk's official account export and smart-list export procedures, including the quirks the documentation mentions but nobody explains: the 30-day download window, admin-only permissions, Parent Company fields and the Company ID trap.
Six phases with owners and sign-off
Audit and data-risk review, export, Pipedrive design, test migration, cutover, and training and adoption. A roles table, a timeline with your dates, and a decisions log.
Data mapping and risk register
Every Zendesk Sell object mapped to its Pipedrive equivalent, twelve named risks with controls and owners, and the one sequencing rule that stops teams losing everything.
Three facts every Zendesk Sell customer needs to know
All three come straight from Zendesk's official retirement notice.
The date
Zendesk Sell and the Zendesk Sell mobile app are retired on 31 August 2027. You keep full access until then, but there's no new development and no new feature requests.
The deletion rule
Zendesk deletes all Zendesk Sell data on 31 August 2027 or when your subscription ends, whichever comes first. Cancel early and your data goes early.
Zendesk's recommendation is Pipedrive
Zendesk names Pipedrive as the replacement: "a market-leading sales CRM solution with a well-established Zendesk integration", with migration tools built for the move.
Zendesk's export includes
- Leads, contacts, deals, notes, tasks
- Full account data and the Total Sales report
- Smart lists, via a separate export
It does not include
- Emails, call logs, activity history, appointments and documents
- These can only be rescued through the API while the account is live. The plan covers how.
Source: Zendesk's official retirement notice and export documentation.
The closest match to how your team already sells
Pipedrive is the sales CRM Zendesk itself recommends, and for the teams Zendesk Sell served it is usually the right default. The plan also sets out where it is not.
Full access. No credit card required. Same price as buying direct, with Evolve on hand when you want us.
The plan is free either way
Many teams run the whole migration internally from the plan. Others bring Evolve in for the parts that carry the most risk. Tell us which you need when you start your trial.
Run it internally
Use the plan as your project document: assign the roles, agree the dates, work the phases in order and sign each one off.
- Official export procedures, ready to follow
- Task tables with owner and done columns
- Data mapping reference for the Pipedrive build
- Risk register and decisions log
Bring Evolve in where it matters
Elite Pipedrive Partners and official reseller. 100+ businesses run Pipedrive with our help; 5.0 rating on Pipedrive's partner directory.
- Launchpad implementation, live in as little as 10 days
- API-level rescue of the emails, calls and documents Zendesk won't export
- Custom integrations and apps for the edges of your stack
- EPS, our in-app Sidekick, so the new process sticks
"Evolve always finds a way to make things work the way we want, because they understand Pipedrive so thoroughly."Zoe Brandt, Marketing Director, Affinity Group
Questions we get every week
Do we need Evolve to use the plan?
No. The plan is written so a project lead and a CRM administrator can run the migration themselves. Evolve is there for the parts you'd rather not carry: data rescue, the Pipedrive build, and adoption.
Do I have to leave Zendesk Support too?
No. Only Zendesk Sell and its mobile app are being retired. Zendesk Support, Guide and Chat continue, and Pipedrive connects to Zendesk Support through its native, free, two-way integration.
Can I just export everything myself?
You can export leads, contacts, deals, notes, tasks, account data and the Total Sales report as CSV, plus smart lists separately. Emails, call logs, activity history, appointments and documents are not exportable and need API work before switch-off. The plan explains how to decide whether that matters to you.
How long does a migration take?
Two to four weeks for a standard setup, plus cleanup, testing and training either side. The practical deadline is spring 2027, not August, and earlier if your subscription renews first.
We're on an annual contract. Does that matter?
Yes. Data is deleted at subscription end if that comes before 31 August 2027. Never cancel before your migration is verified. The plan makes cancellation the very last task.
Is the Pipedrive trial through Evolve the same as going direct?
Same product, same price, full access, no credit card. The difference is that Evolve is on hand to set it up around your Zendesk Sell pipelines rather than a blank account.
What does the plan cost?
Nothing. The plan is free.
Get the free Zendesk Sell to Pipedrive Migration Plan
Twenty pages, built by Elite Pipedrive Partners, emailed to you right away. Then start your Pipedrive trial whenever you're ready.