

Professional Zendesk to Pipedrive Migration Services
Professional Zendesk to Pipedrive migration by CRM automation experts: secure data transfer, custom pipeline setup, complete contact migration, and guaranteed data integrity.

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Our Zendesk to Pipedrive Migration Process
We provide a wide range of services to help you migrate from Zendesk to Pipedrive
Data Audit & Migration Planning
Complete Zendesk data analysis including contacts, organizations, deals, and custom fields. We audit your data structure, identify migration requirements, create custom field mapping, and develop a detailed Pipedrive migration roadmap.
Pipedrive Configuration & Setup
Strategic Pipedrive account setup personalised to your sales process. We configure custom pipelines, deal stages, activity types, custom fields, user permissions, and sales workflows, optimizing your CRM structure before data migration begins.
Complete Data Migration
Professional migration of all Zendesk contacts, organizations, deals, activities, and custom data to Pipedrive. We preserve data relationships, maintain historical records, map custom fields accurately, and ensure data integrity throughout the transfer process.
Custom Integration Development
Custom Pipedrive integrations and automation development. If your Zendesk integrations don't exist in Pipedrive, we build custom connections using APIs, webhooks, and automation platforms.
Pipeline & Workflow Optimization
Complete sales pipeline design, workflow automation setup, and comprehensive testing. We configure email sequences, activity automation, deal progression rules, and notification systems.
Team Training & Support
Complete Pipedrive platform training, process documentation, and hands-on coaching for your sales team.
Why Migrate from Zendesk to Pipedrive?
- Built for Complex B2B Sales Cycles: Pipedrive is designed for B2B sales teams managing multi-stakeholder deals, long sales cycles, and high-value opportunities.
- Visual Pipeline for Multi-Stage B2B Deals: Manage complex B2B sales processes with clear visual pipelines, track deals through qualification, proposal, negotiation, and contract stages.
- Account-Based Sales Management: Organize sales by accounts, not just contacts: manage multiple stakeholders per organization, track relationship history across decision-makers, and maintain visibility into all touchpoints.
- Revenue Forecasting for Business Planning: Accurate pipeline reporting and revenue forecasting critical for B2B growth: track weighted pipeline value, predict quarterly revenue, measure win rates by deal size.
- Team Collaboration for Account Management: Enable seamless collaboration across sales, account management, and leadership teams—share deal visibility, assign tasks to multiple team members, track collective account activities,
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics



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Clients
Automations
Years of experience
How it works
We take you from manual struggle to automated joy in 4 easy steps
Discovery call
We start by understanding your business, your challenges, as well as the processes and systems you use.
Strategy & Planning
We identify what to automate, how to connect your systems, and create a step-by-step implementation plan.
Implementation
Our experts build, test, and deploy your custom automations, from simple workflows to complex integrations.
QA & Support
We monitor performance, handle maintenance, and continuously optimize your automations.
What our clients say
FAQs about migrating from Zendesk to Pipedrive
Migration timelines vary by data complexity and deal volume. Small B2B companies (1,000-5,000 contacts, 500-1,000 deals) typically complete migration in 2-3 weeks. Mid-market businesses (10,000-25,000 contacts, 2,000-5,000 deals) require 3-5 weeks. Enterprise migrations with 50,000+ contacts and complex organizational hierarchies take 6-8 weeks. Our phased approach includes data audit, Pipedrive configuration, data migration, integration setup, testing. Schedule a free assessment for your specific timeline.
No. We use a parallel migration strategy ensuring zero downtime for B2B sales operations. Your team maintains full access to Zendesk throughout migration while we build and test your Pipedrive environment separately. We migrate data in phases, validate accuracy, and only switch systems after thorough testing and team approval. For critical enterprise accounts, we can run both platforms simultaneously during transition, ensuring your sales team never loses access to customer information during active deal cycles.
We integrate Pipedrive with your complete B2B technology ecosystem including marketing automation (HubSpot, Marketo, Pardot), email platforms (Gmail, Outlook), document management (DocuSign, PandaDoc), accounting systems (QuickBooks, Xero), ERP platforms, LinkedIn Sales Navigator, and business intelligence tools.
Using platforms like Make.com, n8n, or Zapier, we create seamless data flows between systems. For custom integrations not available through standard connectors, we develop bespoke API integrations ensuring your entire tech stack communicates effectively. Most B2B companies require 3-8 critical integrations,we map these during planning and implement them as part of your migration package.