Migrate from Zendesk Sell to Zoho CRM

Zendesk Sell Leads map directly to Zoho CRM Leads, including all standard fields (name, email, phone, lead source, unqualified reason) and custom Lead fields. We resolve custom field IDs to field keys during scoping and create matching custom fields in Zoho before import. The lead_source property maps to the Zoho Lead Source picklist; any values not in Zoho's default list are added as custom picklist entries during configuration.

Contacts migrate 1:1 to Zoho Contacts with standard fields (name, email, phone, address) and all custom Contact fields preserved. Zoho Contacts must attach to an Account (Company) record; we resolve the parent Account reference by matching the associated Zendesk Sell Company name to the Account we create during the Account phase. Duplicate detection rules are applied during import to prevent duplicate Contacts.

Zendesk Sell Companies map to Zoho CRM Accounts. The Company name becomes Account Name, domain becomes Website, and industry classification maps to the Industry picklist. Account is created before Contact import so the Account-Contact lookup relationship is satisfied at the moment of Contact insert. We use Company name as the dedupe key during import.

Deals migrate to Zoho CRM Deals with stage, amount, closing date, loss reason, and deal source preserved. The Zendesk Sell pipeline and stage assignment map to Zoho CRM's Pipeline and Stage fields. We pre-create Zoho pipeline stages matching the names and ordinal positions from Zendesk Sell during configuration. Closed-Lost reason from Zendesk custom fields becomes a Zoho Loss Reason text field.

Zendesk Sell Pipelines map to Zoho CRM Pipelines. We pre-create pipelines in Zoho during the configuration phase, matching the pipeline name and assigning a Display Order that corresponds to the Zendesk Sell pipeline ordinal. Each Zoho pipeline gets its own Stages matching the source. If Zendesk Sell has multiple pipelines, we create corresponding Zoho pipelines and map deal-stage assignments accordingly.

Stages are children of Pipelines in Zendesk Sell. Their ordinal position, loss flag, and win flag map to Zoho CRM Stage name, stage order, and stage type (open, won, lost). Probability percentages from Zendesk Sell migrate to Zoho Stage Probability fields. Stage mapping is validated during sandbox migration before production import begins.

Tasks with due dates, assignees, status, and priority migrate directly to Zoho CRM Tasks. We resolve task owner from Zendesk Sell's owner email to the Zoho User email for accurate assignment. Task notes attached to Tasks are handled as child records in sequence after the Task itself is created in Zoho.

Notes are free-text records attached to Contacts, Deals, Leads, or Companies in Zendesk Sell. We migrate Notes with their parent reference intact using Zoho's Related To field. Note body preserves rich text formatting where present in the Zendesk Sell export. Parent record resolution happens at migration time by matching the Zendesk Sell record ID to the newly created Zoho record.

Call logs, call outcomes, and call duration data migrate to Zoho CRM Calls (a sub-type of Activities). Call recording audio files require separate file transfer to Zoho WorkDrive storage and are linked via URL reference. Call disposition maps to the Zoho Call Outcome picklist. Duration and timestamp migrate to Call Duration and Activity Date fields respectively.

Tags applied to Contacts, Deals, and Leads in Zendesk Sell migrate to Zoho CRM Tags. Zoho stores tags as comma-separated values on the Tagging subform of each record. We note that Zoho's tag-based filtering behaves differently from Zendesk Sell's tag model; the customer admin may need to adjust segmentation logic after migration.

Sell custom fields on Leads, Contacts, Deals, and Companies map to Zoho CRM custom fields. We resolve the numeric custom field ID and custom field key during scoping, create matching fields in Zoho (with appropriate field types: text, picklist, date, number, checkbox), and map values during import. Custom field dependencies and picklist value sets are configured before data migration begins.

Zendesk Sell Users (sales reps, admins) export with email, role, and territory. We map Users to Zoho CRM Users by email match. Territory assignments from Zendesk Sell are noted for reconfiguration in Zoho CRM's territory management module. Any Zendesk Sell User without a matching Zoho User goes to a reconciliation queue for admin provisioning before record import.