Into Zendesk Sell
What Shuttio writes into Zendesk Sell, where each object lands, how to connect, and what the Zendesk Sell API cannot do (create pipelines, stages, custom fields or users; delete tags).
Last updated: 7 Nov 2026
Sources that can move into Zendesk Sell: Spreadsheet / CSV, HubSpot, Pipedrive, Affinity, Freshsales, ActiveCampaign, OnePageCRM, Close, folk, Insightly, Bitrix24, Capsule, HighLevel, SugarCRM, SuiteCRM, Salesflare, Vtiger, Twenty, Attio. A CSV import is free. A CRM migration is free under 5,000 records in total: contacts, companies, deals, notes, activities and files together; otherwise it is priced by record count. The sample is free. See pricing. Zendesk Sell to Zendesk Sell is not offered.
Connect
- Paste a Zendesk Sell personal access token with the read and write scopes (Settings, Integrations, Zendesk Sell API). Shuttio checks it with a live call before it stores anything, and reads the account it belongs to.
- The token is stored encrypted and deleted 14 days after the migration finishes; there is nothing to revoke. A migration is pinned to the Zendesk Sell account it first wrote to: a token for another account is refused.
What Shuttio writes
- People as Zendesk Sell contacts, with name, title, email, phone, mobile, address and tags. A contact is matched on its exact email first; a match is linked to and never overwritten.
- Companies as Zendesk Sell organizations (a contact of the kind organization), matched by exact name and created when Zendesk Sell has none of that name, with the website, industry and phone. People are put into their organization.
- Leads as Zendesk Sell leads, matched on email.
- Deals with their name, value, currency, owner, contact, estimated close date and tags. A deal needs a contact in Zendesk Sell: a deal whose contact is not in the move is listed as a failed row and not written. The pipeline and stage are matched by name (see below). Owners are matched to the user with the same email, else the user who connected.
- Notes on the lead, contact or deal they were on. Tasks with their due date, owner and whether they are done. Meetings and calls are written as notes with their date and attendees.
Where each thing lands
| From | Object | Lands in Zendesk Sell as |
|---|---|---|
| HubSpot | Contacts | Contacts (put into their organization) |
| HubSpot | Companies | Organizations (matched by name, else created) |
| HubSpot | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| HubSpot | Leads | Leads |
| Pipedrive | Persons | Contacts (put into their organization) |
| Pipedrive | Organizations | Organizations (matched by name, else created) |
| Pipedrive | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| Pipedrive | Leads | Leads |
| Affinity | Persons | Contacts (put into their organization) |
| Affinity | Organizations | Organizations (matched by name, else created) |
| Affinity | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Freshsales | Accounts | Organizations (matched by name, else created) |
| Freshsales | Contacts | Contacts (put into their organization) |
| Freshsales | Leads | Leads |
| Freshsales | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| ActiveCampaign | Accounts | Organizations (matched by name, else created) |
| ActiveCampaign | Contacts | Contacts (put into their organization) |
| ActiveCampaign | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| OnePageCRM | Companies | Organizations (matched by name, else created) |
| OnePageCRM | Contacts | Contacts (put into their organization) |
| OnePageCRM | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| Close | Leads | Organizations (matched by name, else created) |
| Close | Contacts | Contacts (put into their organization) |
| Close | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| folk | Companies | Organizations (matched by name, else created) |
| folk | People | Contacts (put into their organization) |
| folk | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| Insightly | Organisations | Organizations (matched by name, else created) |
| Insightly | Contacts | Contacts (put into their organization) |
| Insightly | Leads | Leads |
| Insightly | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Bitrix24 | Companies | Organizations (matched by name, else created) |
| Bitrix24 | Contacts | Contacts (put into their organization) |
| Bitrix24 | Leads | Leads |
| Bitrix24 | Deals | Deals (pipeline and stage matched by name; the contact is required) |
| Capsule | Organisations | Organizations (matched by name, else created) |
| Capsule | People | Contacts (put into their organization) |
| Capsule | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| HighLevel | Businesses | Organizations (matched by name, else created) |
| HighLevel | Contacts | Contacts (put into their organization) |
| HighLevel | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| SugarCRM | Accounts | Organizations (matched by name, else created) |
| SugarCRM | Contacts | Contacts (put into their organization) |
| SugarCRM | Leads | Leads |
| SugarCRM | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| SuiteCRM | Accounts | Organizations (matched by name, else created) |
| SuiteCRM | Contacts | Contacts (put into their organization) |
| SuiteCRM | Leads | Leads |
| SuiteCRM | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Salesflare | Accounts | Organizations (matched by name, else created) |
| Salesflare | Contacts | Contacts (put into their organization) |
| Salesflare | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Vtiger | Organizations | Organizations (matched by name, else created) |
| Vtiger | Contacts | Contacts (put into their organization) |
| Vtiger | Leads | Leads |
| Vtiger | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Twenty | Companies | Organizations (matched by name, else created) |
| Twenty | People | Contacts (put into their organization) |
| Twenty | Opportunities | Deals (pipeline and stage matched by name; the contact is required) |
| Attio | Companies | Organizations (matched by name, else created) |
| Attio | People | Contacts (put into their organization) |
| Attio | Deals | Deals (pipeline and stage matched by name; the contact is required) |
What the Zendesk Sell API cannot do
- It cannot create pipelines or stages. Shuttio matches each by name; a deal whose pipeline or stage Zendesk Sell does not have goes into the first stage of the account's default pipeline, and the run says how many. Create the pipeline and its stages in Zendesk Sell first for a faithful move.
- It cannot create custom fields. A field is matched by name (and, for a list, by its choices); a value with no field to go into is left out and the run lists it. Create the field in Zendesk Sell first.
- It cannot create users. An owner with no user of the same email takes the connecting user.
- A deal carries one contact; a second is not linked and the run counts it.
Matching, and what is never changed
- A contact is matched on email, an organization on name and a lead on email, before anything is created. A record that matches one you already had is linked to, not written: its values are yours, and a cancel never removes it. Shuttio never uses the upsert call, because it would overwrite your record.
- A create that fails without an answer (a dropped connection, a 5xx) is never sent again: the row is reported as maybe written, and a Retry looks the record up first.
Zendesk Sell's request limit
Zendesk Sell allows 36,000 requests an hour and 10 a second for each token. Shuttio paces itself well under that, waits out a 429 and pauses the run, to resume where it stopped, when Zendesk Sell keeps refusing.
Known limits
- Files, lists, emails, products, projects and every object other than people, organizations, leads and deals are not carried.
- A rollback deletes what the migration created: contacts, organizations, leads and deals, with their notes and tasks. Tags that were added to records stay in the account's tag list, because deleting a tag would remove it from your own records too. Records that already existed are not touched.
Not answered here? Email help@shuttio.com.