How to Migrate from Autobound to Ceven
Migrating from Autobound to Ceven involves rebuilding your AI sales & outreach workflows, connecting the same apps, and adding AI steps and human-approval gates.
This guide provides a practical, step-by-step process to ensure a smooth transition, including tips on avoiding common pitfalls and running both systems in parallel for validation.
Migrate from Autobound to Ceven in 6 steps
Inventory by outcome
Start by listing all the outcomes you want to achieve with your AI sales & outreach. These could be things like 'qualified leads generated' or 'meetings booked'. This will help you understand what you need to rebuild in Ceven.
Connect your apps
Ceven connects to 1,000+ tools. Connect the same apps in Ceven that you were using with Autobound, such as your CRM, email platform, and LinkedIn.
Describe the outcome, not the steps
When rebuilding your workflows in Ceven, describe the outcome you want to achieve. For example, 'Generate a list of qualified leads' rather than 'Send 100 emails a day'. This will allow you to consolidate workflows and add more powerful steps.
Add AI steps and human-approval gates
Ceven has powerful AI steps that can enrich leads, generate personalised content, and more. Add these where Autobound was brittle. Also, add human-approval gates to critical steps to ensure data quality and prevent errors, especially when writing to systems of record.
Validate in parallel
Run both Autobound and Ceven in parallel, using real data. This will allow you to validate that your Ceven workflows are achieving the same outcomes as Autobound, and make any necessary adjustments.
Schedule and cut over
Once you're confident that Ceven is working as expected, schedule a cutover date. Ensure all stakeholders are aware of the change and provide training as needed. After cutover, monitor your workflows closely to ensure everything is running smoothly.
Why teams switch from Autobound to Ceven
Teams often switch from Autobound to Ceven because they want to run more complex, end-to-end workflows that include AI steps and human-approval gates.
Ceven's ability to connect to 1,000+ tools and run workflows on a schedule makes it a powerful tool for automating AI sales & outreach. Ceven also allows you to consolidate multiple workflows into fewer, more capable processes, reducing complexity and maintenance.
What moves over and what doesn't
When migrating from Autobound to Ceven, your workflows and the apps they connect to will move over. However, the specific configurations and steps in Autobound will not transfer automatically.
You will need to rebuild your workflows in Ceven, describing the outcomes you want to achieve and adding AI steps and human-approval gates where appropriate. Your data, such as email content and call scripts, will also need to be recreated in Ceven.
Avoiding the common pitfalls
One common pitfall is trying to recreate your Autobound workflows one-for-one in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows around those.
Another pitfall is not running both systems in parallel. This can lead to data loss or errors if the Ceven workflows are not working as expected. Always validate in parallel using real data before cutting over.
Frequently asked
Can Ceven automatically import my Autobound workflows?
No, Ceven cannot automatically import Autobound workflows. You will need to rebuild your workflows in Ceven, but this process often leads to more capable, consolidated workflows.
How long does the migration process take?
The migration process can vary depending on the complexity of your workflows and the number of apps you're connecting. Plan for several weeks to a few months, including parallel validation and training.
What if I encounter issues during the migration?
Ceven offers customer support to help with any issues you encounter during the migration process. Additionally, running both systems in parallel will allow you to catch and resolve any issues before fully switching over.