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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.

Process

Our Zendesk to Pipedrive Migration Process

We provide a wide range of services to help you migrate from Zendesk to Pipedrive

01

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.

02

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.

03

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.

04

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.

05

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.

06

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,
Employee onboarding status for Alex Jones, Sales Associate. Three tasks completed: Contract signature, HR documents, Account setup. One task in progress: Training kickoff.
Expertise

Makeitfuture expertise

Backed by industry-recognized certifications and performance metrics

Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001Performance Certificate ISO 9001
250+

Clients

6000+

Automations

6000+

Years of experience

Our process

How it works

We take you from manual struggle to automated joy in 4 easy steps

01

Discovery call

We start by understanding your business, your challenges, as well as the processes and systems you use.

02

Strategy & Planning

We identify what to automate, how to connect your systems, and create a step-by-step implementation plan.

03

Implementation

Our experts build, test, and deploy your custom automations, from simple workflows to complex integrations.

04

QA & Support

We monitor performance, handle maintenance, and continuously optimize your automations.

Testimonials

What our clients say

We were facing challenges with limited in-house resources for automations as our company grew. We met at a Make conference in Germany and, despite previously only working with freelancers, we took the opportunity to partner with you. Your work has significantly reduced time spent on manual tasks, enabling us to scale our products and take on new projects.

When I joined the company in 2022, I struggled with managing product SKUs in HubSpot, especially with reporting and price changes. A team member introduced me to Tiberiu and Make, and I was impressed by its HubSpot capabilities. The integration met our requirements and made price updates much faster. The team was flexible and responsive, delivering solutions quickly.

The app we created has put our poker club on the top. It even offers a free alternative for other poker clubs in the country to promote themselves. I want to recommend you, but I'm afraid if I do, you'll no longer have the same amount of time for our ongoing projects - so I'd rather keep you to myself.

Excellent! Our need was completelyunderstood and properly transposed in the easiest option of flow for both us and our collaborators. Even more, during our collaboration, the team members came up with very good suggestions to optimize the existing flow even more.

I've been working with Make IT Future for a year now and feel lucky to have personal contact with the owner. They truly understand their craft and know what they're doing. Everything works smoothly, and if a problem arises, there's a short official route. I can contact them directly, and issues are fixed within a few hours. Automation is the future for my business model.

Tiberiu and Makeitfuture is a great company, very dedicated to find a good solution. With their experience and knowledge, they can understand the situation correctly and come up with the right automatic processes within MAKE or other similar tools. Besides that Tiberiu it's a great guy to work with.

FAQs about migrating from Zendesk to Pipedrive

How long does Zendesk to Pipedrive migration take?

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.

Will our sales team lose access to customer data during migration?

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.

How do you handle integration with our existing B2B tech stack?

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.

What happens to our current Zendesk integrations when we migrate to Pipedrive?

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.

Still got questions?