How to Migrate from Copper to Ceven
Copper is a CRM that works natively inside Google Workspace, designed for relationship-driven teams. It helps manage customer relationships, track sales, and automate tasks within the Google ecosystem. As a CRM, Copper does not support AI-driven workflows or complex automations. Ceven, on the other hand, is an AI workflow automation platform that connects to over 1,000 tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build and host no-code pages and apps. This guide will help you migrate your automations and workflows from Copper to Ceven, ensuring a smooth transition.
Before you start, note that there is no automatic import. Migrating means rebuilding your workflows and automations on Ceven and re-authorizing the same connected apps. Always run both in parallel on real data and switch over only once the Ceven version is proven. Recommend human-approval gates on writes to systems of record.
Migrate from Copper to Ceven in 6 steps
Inventory your workflows
Start by listing all the automations and workflows you have in Copper. Focus on the outcomes they produce, not the steps they take. This will help you identify which workflows to rebuild in Ceven and which might be consolidated or optimized.
Connect the same apps in Ceven
Ceven connects to over 1,000 tools, so you should be able to find the same apps you use in Copper. Begin by connecting these apps in Ceven, ensuring that the integrations are working correctly.
Describe the outcome to rebuild, not recreate
Instead of recreating each workflow step-by-step, describe the desired outcome. This allows you to rebuild more efficient and capable workflows in Ceven, leveraging its AI capabilities and human-approval gates.
Add AI steps and approval gates
Identify areas in your Copper workflows where manual intervention was required or where errors frequently occurred. In Ceven, add AI steps to automate these processes and human-approval gates to prevent errors.
Validate in parallel
Run your Copper and Ceven workflows side by side for a period. This allows you to compare the results and ensure that Ceven is performing as expected. Make any necessary adjustments to your Ceven workflows during this phase.
Schedule and cut over
Once you are confident that your Ceven workflows are functioning correctly, schedule a cutover date. Communicate this date to your team and ensure that everyone is prepared for the transition. After the cutover, monitor your Ceven workflows closely to ensure a smooth operation.
Why teams switch from Copper to Ceven
Teams often switch from Copper to Ceven because Ceven offers more advanced automation capabilities. Copper is excellent for managing customer relationships and tracking sales within the Google Workspace ecosystem, but it lacks the AI-driven workflows and complex automation features that Ceven provides. By migrating to Ceven, teams can automate more of their busywork, such as data enrichment, follow-ups, syncing, and reporting, freeing up time for more strategic tasks.
Additionally, Ceven's ability to connect to over 1,000 tools means that teams can consolidate their workflows into a single platform, reducing the need for multiple tools and streamlining their operations. Ceven also offers human-approval gates, which can help prevent errors and ensure data accuracy. By running workflows alongside Copper, teams can leverage the strengths of both platforms, ensuring a smooth transition and continued productivity.
What moves over and what doesn't
When migrating from Copper to Ceven, it's important to understand what will move over and what won't. Your CRM data, such as customer information, sales data, and activity logs, will remain in Copper. Ceven is not a CRM and does not replace the system of record. Instead, you will be migrating your automations and workflows, which will be rebuilt in Ceven.
Any custom fields, formulas, or filters you have set up in Copper will not automatically transfer to Ceven. You will need to recreate these in Ceven, but this also presents an opportunity to optimize and streamline your workflows. Additionally, any integrations you have set up in Copper with other apps will need to be re-established in Ceven, but Ceven's extensive library of connected tools makes this process straightforward.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Copper to Ceven is trying to recreate workflows step-by-step. Instead, focus on the desired outcomes and rebuild your workflows in Ceven to achieve those outcomes more efficiently. This allows you to leverage Ceven's advanced capabilities and optimize your processes.
Another common pitfall is not running both systems in parallel long enough to ensure a smooth transition. Always run your Copper and Ceven workflows side by side for a sufficient period. This allows you to compare results, make necessary adjustments, and ensure that Ceven is performing as expected before fully committing to the transition. By taking these precautions, you can avoid disruptions and ensure a successful migration to Ceven.
Frequently asked
Can Ceven automatically import my workflows from Copper?
No, Ceven does not support automatic import of workflows from Copper. Migrating means rebuilding your workflows in Ceven, usually consolidating into fewer, more capable workflows. This process allows you to optimize and streamline your operations, leveraging Ceven's advanced capabilities.
Will my CRM data be affected during the migration?
No, your CRM data will remain in Copper. Ceven is not a CRM and does not replace the system of record. The migration is about moving your automations and workflows to Ceven, running them alongside Copper, not instead of it.
How long should I run both systems in parallel?
The duration depends on the complexity of your workflows and the confidence you have in Ceven's performance. Generally, running both systems in parallel for at least a few weeks is recommended. This allows you to compare results, make necessary adjustments, and ensure a smooth transition before fully committing to Ceven.