
Zendesk Sell CRM to Zoho CRM is a migration service offered by Dhruvsoft to migrate configuration, customization, and data from Zendesk Sell to Zoho CRM.
With Zendesk officially retiring Zendesk Sell, many businesses are now considering moving to Zoho CRM. Zoho is one of the global leaders in the Cloud CRM space, offering advanced automation, AI features, scalability, and affordable pricing for businesses of all sizes. Considering the features and pricing – Zoho CRM is one of the best Zen Desk Sell Alternatives in the market.
What is included in Zendesk Sell to Zoho CRM Migration by ZoSuccess
In our Zendesk Sell to Zoho CRM Migration Service, we help you migrate the following –
Migration of Configuration | Migration of Data |
Custom Fields, Pipelines & Stages | Leads |
Email Templates | Contacts |
Workflows & Automations | Deals |
Reports & Dashboards | Tasks |
User Roles & Profiles | Communications |
While some vendors offer only basic migration tools limited to exporting and importing standard data, we provide a complete end-to-end migration and quick start service, including customization, setup, and training.
In addition, our migration service includes:
- Zoho CRM Training
- End User Training
- Administrator Training
- Post Migration Support
- Configuration Adjustments
- Troubleshooting & Optimization
How we do Zendesk Sell to Zoho CRM Migration
We use a Quickstart Methodology to ensure your migration is smooth, accurate, and fast.
Step 1 – Discovery / Assessment
Our Migration Consultants will conduct a discovery call to understand your Zendesk Sell setup. We assess your existing workflows, pipelines, and customizations to plan the migration strategy.
Step 2 – Backup & Data Extraction
We export your Zendesk Sell data including leads, contacts, accounts, deals, and related activities. Attachments, notes, and emails are extracted into structured files.
Step 3 – Configuration & Setup in Zoho CRM
We replicate your Zendesk Sell structure in Zoho CRM, including pipelines, stages, roles, users, workflows, custom fields, and dashboards.
Step 4 – Data Cleaning
Before importing, we help you review and clean data by removing duplicates, correcting inconsistencies, and optimising fields.
Step 5 – Data Migration
The cleansed data is migrated into Zoho CRM, ensuring relationships (e.g., contacts linked to accounts, notes linked to deals) are preserved.
Step 6 – Training
We train your team on using Zoho CRM effectively, covering daily use cases, reporting, and automation.
Step 7 – Post Migration Support
After migration, we provide ongoing support to resolve issues, refine setup, and ensure smooth adoption.
Mapping of Zendesk Sell to Zoho CRM Objects
Zendesk Sell Objects | Zoho CRM Objects |
---|---|
Companies | Accounts |
Activities | Events |
Calls | Calls |
Contacts | Contacts |
Leads | Leads |
Notes | Notes |
Deals | Deals |
Products | Products |
Tasks | Tasks |
How much does it cost to perform Zendesk Sell to Zoho CRM Migration?
Many vendors are offering only basic migration at lower prices. However, our scope includes data, configuration, training, and support to ensure a successful transition.
Package | Pricing (USD) |
---|---|
Zendesk Sell to Zoho CRM Standard Migration (without customization) | $1599 |
Zendesk Sell to Zoho CRM Migration with customization & Training | $2999 |
Zendesk Sell to Zoho CRM Migration with customization, Training & three-month support | $4499 |
Note: Pricing may vary based on database size and number of records. For a customized proposal, we will analyze your Zendesk Sell export files. Contact the ZoSuccess team for details.