How to Migrate from Clay to Ceven
Clay is a data-enrichment platform that blends many providers and lets GTM teams build and act on prospect lists. Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps.
This guide will walk you through the process of migrating your GTM data and enrichment workflows from Clay to Ceven. Remember, there is no automatic import, so you will need to rebuild your workflows and re-authorize your connected apps.
Migrate from Clay to Ceven in 6 steps
Inventory Your Workflows
Start by taking stock of your existing workflows in Clay. Focus on the outcomes they produce, such as enriched prospect lists or actionable data insights, rather than the specific steps.
Connect Your Apps in Ceven
Re-authorize the same apps in Ceven that you used in Clay. This ensures that you can access the same data sources and perform similar actions.
Rebuild for Better Outcomes
Describe the desired outcomes in Ceven and rebuild your workflows to achieve them. Leverage Ceven's AI capabilities to enhance data enrichment and add human-approval gates where necessary.
Add AI Steps and Approval Gates
Identify areas in your Clay workflows where automation was brittle and add AI steps and human-approval gates in Ceven to make them more robust.
Validate in Parallel
Run both Clay and Ceven in parallel, using real data to validate your new workflows. Ensure that the outputs from Ceven match or exceed those from Clay.
Schedule and Cut Over
Once you are confident in your Ceven workflows, schedule a cutover date. Gradually phase out Clay and fully transition to Ceven.
Why teams switch from Clay to Ceven
Teams often switch from Clay to Ceven because Ceven offers more comprehensive workflow automation capabilities. While Clay excels at data enrichment, Ceven can handle end-to-end workflows, including AI steps and human-approval gates. This makes Ceven a more versatile tool for GTM teams looking to automate and streamline their processes.
Additionally, Ceven's ability to connect to 1,000+ tools and build no-code pages/apps provides teams with more flexibility and control over their workflows. This can lead to more efficient and effective GTM strategies.
What moves over and what doesn't
When migrating from Clay to Ceven, the data sources and connections you used in Clay can be re-authorized in Ceven. However, the specific workflows and automation rules will need to be rebuilt in Ceven. This is an opportunity to optimize and enhance your workflows, leveraging Ceven's AI capabilities and human-approval gates.
Remember, there is no automatic import of workflows from Clay to Ceven. You will need to manually rebuild your workflows, which can be a good chance to consolidate and improve them.
Avoiding the common pitfalls
One common pitfall when migrating from Clay to Ceven is trying to recreate your workflows one-for-one. Instead, focus on the outcomes and rebuild your workflows to achieve those outcomes more efficiently. This can involve adding AI steps and human-approval gates where necessary.
Another pitfall is not validating your new workflows in Ceven before cutting over. Always run both systems in parallel, using real data, to ensure that your Ceven workflows are producing the desired outcomes. This can help you avoid any disruptions or data loss during the transition.
Frequently asked
Can Ceven automatically import my workflows from Clay?
No, Ceven does not support automatic import of workflows from Clay. You will need to manually rebuild your workflows in Ceven, which can be a good opportunity to optimize and enhance them.
How do I ensure data consistency during the migration?
To ensure data consistency, run both Clay and Ceven in parallel, using real data, and validate the outputs from Ceven. This will help you identify any discrepancies and make necessary adjustments before cutting over.
What are the benefits of adding AI steps and human-approval gates?
Adding AI steps can enhance your workflows by automating data enrichment and other tasks. Human-approval gates can make your workflows more robust by adding a layer of human oversight, reducing the risk of errors or unintended actions.