Zendesk Sell

What Shuttio reads from Zendesk Sell, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, folk, which permissions it needs and why, and what does not move.

Last updated: 7 Nov 2026

An API access token, not a sign-in. Create one in Sell under Settings, Integrations, API and paste it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes.

Object by object: What objects are supported for Zendesk Sell migrations.

What Shuttio reads and moves

The list below describes the move into Attio. Where Clarify or Odoo differ, the destination's own article says so.

Contacts, organizations and deals: Organizations become companies and individual contacts become people, linked to their organization. A deal is linked to its contact and organization.
Leads: Sell leads are read as their own records, with status, owner and tags.
Deal pipelines and stages: Every pipeline with its stages in Sell's order. A stage in the won category is won; lost and unqualified stages are lost; a deal's loss reason is carried.
Custom fields: The custom fields of contacts, leads and deals, with their names and types; a choice shows its label.
Notes: Notes on the lead, contact, organization or deal they are attached to.
Tasks: Tasks attached to a record become Attio tasks, with their due date and whether they are done.
Owners: A record's owner and a task's assignee are matched to a workspace member by email.

Where each thing lands

Zendesk Sell object	In Attio	In Clarify	In Odoo	In HubSpot	In Pipedrive	In Breakcold	In Twenty	In Capsule	In HighLevel	In ActiveCampaign	In folk
Companies	Companies	Companies	Partners (companies)	Companies	Organizations	Companies	Companies	Organisations	Businesses	Accounts (matched by name, or created with a contact that works there)	Companies
People	People	People	Partners (contacts)	Contacts	Persons	People	People	People	Contacts (put into their business)	Contacts	People
Leads	People, deals at the stage Lead, or their own object (you choose)	Its own object, created in Clarify when it has none	CRM leads	A custom object (HubSpot Enterprise), or the one you already have with that name	Leads	Not moved	A custom object, created in Twenty when it has none, or the one you already have with that name	Not moved	Not moved	Not moved	Not moved
Deals	Deals	Deals	CRM opportunities	Deals	Deals	Deals	Opportunities	Opportunities	Opportunities (pipeline and stage matched by name)	Deals (pipelines and stages created when missing)	Deals (an object in the group Shuttio import)

Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for Zendesk Sell, generated from the same tables the runner uses:

Into Attio

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into Clarify

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into Odoo

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into HubSpot

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into Pipedrive

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into Breakcold

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Deals	Yes	Yes	No	No	No	No	No	No

Into Twenty

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Leads, Deals	Yes	Yes	No	No	No	No	Yes	No

Into Capsule

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Deals	Yes	Yes	No	No	No	No	Yes	No

Into HighLevel

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Deals	Yes	Yes	No	No	No	No	Yes	No

Into ActiveCampaign

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Deals	Yes	As notes	No	No	No	No	No	No

Into folk

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Zendesk Sell	Companies, People, Deals	Yes	Yes	No	No	No	No	Yes	No

Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, folk.

Permissions and why

What	Why Shuttio needs it
An API access token	From Settings, Integrations, API in Zendesk Sell (a personal access token with read access). Shuttio checks it against your account before it saves anything.

The token reads leads, contacts and organizations, deals, pipelines and stages, notes, tasks, custom fields and the team's users (to match owners by email); it never writes. Shuttio paces its requests and, if Zendesk Sell throttles the account, pauses the run to resume where it stopped. The token is stored encrypted and deleted 14 days after the migration finishes; revoke it in Sell if you want it dead sooner.

Known limits

Calls, meetings and emails: Shuttio does not read them for this source, so they stay in Zendesk Sell.
Products, deal line items and attachments: Shuttio does not read them for this source, so they stay in Zendesk Sell.
Lead and deal sources, and deal contacts beyond the primary one: Not read in this build; they stay in Zendesk Sell.
Tasks attached to no record: A floating task has no record to land on and stays in Zendesk Sell.
Emails: Shuttio reads no emails from this source.

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